Skip to main content

Upload Attachment

Description

Service Now: Upload Attachment step is used to upload a file to a Service Now record.

Connection Tab

No.Field NameDescription
1Step NameName of the step. This name has to be unique in a single workflow.
Connection:
2Grant TypeSelect the type of grant from OAuth 2.0 or Basic Auth.

The data type is String. This is a mandatory field.

Notes:
• Client ID, Client Secret, and Refresh Token are displayed when Grant Type is OAuth 2.0.
• Username and Password are displayed when Grant Type is Basic Auth.
3ServiceNow Base URLSpecify URL of the ServiceNow Instance.
e.g. https://XXXXXX.service-now.com
4Client IDSpecify the Client ID of the registered application on the ServiceNow instance.

The data type is String. This is a mandatory field.

Note: The field is available if the grant type is OAuth 2.0.
5Client SecretSpecify the Client Secret of the registered application on the ServiceNow instance.

The data type is String. This is a mandatory field.

Note: The field is available if the grant type is OAuth 2.0.
5.aCheckbox: Accept Value as variable/staticLeave checkbox unchecked to accept the client secret value from a field in the previous steps of the stream using a drop-down list.
Else enable checkbox for Client Secret field to appear as a text box.
5.bClient SecretClient Secret is encrypted and not stored in the .psw file. Enter the Client Secret using the widget. The widget handles both text (static value or environment variable) and a combo (drop-down containing values from previous steps).

This field is mandatory.

If the checkbox above is enabled, the field appears as a text box. Else, if the checkbox above is disabled, the Client Secret field appears as a drop-down to select fields from previous steps.
6Refresh TokenSpecify Refresh Token to obtain a new Access Token.

The data type is String. This is a mandatory field.

Note: The field is available if the grant type is OAuth 2.0.
6.aCheckbox: Accept Value as variable/staticLeave checkbox unchecked to accept the refresh token value from a field in the previous steps of the stream using a drop-down list.
Else enable checkbox for the Refresh Token field to appear as a text box.
6.bRefresh TokenRefresh Token is encrypted and not stored in the .psw file. Enter the Refresh Token using the widget. The widget handles both text (static value or environment variable) and a combo (drop-down containing values from previous steps).

This field is mandatory.

If the checkbox above is enabled, the Refresh Token field appears as a text box. Else, if the checkbox above is disabled, the Refresh Token field appears as a drop-down to select fields from previous steps.
7UsernameUsername to authenticate ServiceNow instance.

The data type is String. This is a mandatory field.

Note: The field is available if the grant type is Basic Auth.
8PasswordThe password to authenticate ServiceNow instance.

Note: The field is available if the grant type is Basic Auth.
8.aCheckbox: Accept Value as variable/staticLeave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop-down list.
Else enable checkbox for the Password field to appear as a text box.
8.bPasswordThe Password to the username to authenticate to ServiceNow. Password is encrypted and not stored in the .psw file. Password is entered using a widget. The widget handles both text (static value or environment variable) and a combo (drop-down containing values from previous steps).

This field is mandatory.

If the checkbox above is enabled, the Password field appears as a text box. Else, if the checkbox above is disabled, the Password field appears as a drop-down to select fields from previous steps.
Button:
9Test ConnectionClick Test Connection button to verify whether the connection is established or not. ServiceNow Base URL, Username, and Password fields are mandatory.

Once connection is established, all requisite forms and fields in Input and Output fields are populated.

Note: The Test Connection button does not work for fields coming from previous steps, as these field values can only be accessed when the workflow is in a running state. Static values and environment variables are allowed.

Once input and output field values are populated, the connection fields may be replaced with previous step fields.

Input Fields:

No.Field NameDescription
1Form NameSelect a Form name from the Form Explorer window for downloading all attachments associated with a record of this form. This field is mandatory.
2Button: GetClick Get Forms Button to open Form Explorer window with form names. Select a form name displayed or filter form names using the filter field.
3Table Sys IDThe Sys ID of the record for which associated attachments need to be downloaded. The following screenshot shows that sys_id can be copied by right clicking on SN a particular record and clicking Copy sys_id option.
4Input File PathProvide the absolute file path for the file to be uploaded as an attachment.
Alternately, Browse the file using the Browse button.
Alternatively when the filename is coming from an input stream, you may select the field containing the filename from the drop down list.
5Button: BrowseClick button to browse a file to be uploaded to a SNOW instance.