Download Attachment

Description

Zoho CRM: Download Attachment step download attachments of the record from the Zoho CRM instance.

No.	Scope
1	scope=ZohoCRM.modules.ALL (or) scope=ZohoCRM.modules.{module_name}.{operation_type} (and) scope=ZohoCRM.modules.attachments.{operation_type}

Reference: https://www.zoho.com/crm/developer/docs/api/v3/download-attachments.html

Configurations

General Tab:

No.	Field Name	Description
1	Step Name	Name of the step. This name has to be unique in a single workflow.
	Connection:
2	Base URL	Specify a base URL of the Zoho CRM instance. For example: https://crm.zoho.in The Base URL will change as per the Data Centre.
3	Client Id	Specify the client Id that is created on Zoho Developer Console. The data type is string. This field is mandatory.
	Client Secret:
4	Checkbox: Accept value as variable/static	Leave checkbox unchecked to accept Client Secret from a field in the previous steps using a drop down list, else enable checkbox for Client Secret field to appear as text box.
5	Client Secret	Specify Client Secret that is created on Zoho Developer Console. The data type is string. This field is mandatory.If checkbox above is enabled Client Secret field appears as Text box and you may provide a static value or variable. Else if checkbox above is disabled Client Secret field appears as a drop down containing fields from previous steps. You may select the field containing the Client Secret value.
	Refresh Token:	The process to get Refresh Token is available in Appendix 27: ZOHO CRM: Generate Refresh Token.
5	Checkbox: Accept value as variable/static	Leave checkbox unchecked to accept Refresh Token from a field in the previous steps using a drop down list. Else enable checkbox for Refresh Token field to appear as Text box.
6	Refresh Token	Specify the Refresh Token with appropriate permissions. The data type is string. This field is mandatory. If checkbox above is enabled Refresh Token field appears as Text box and you may provide a static value or variable. Else if checkbox above is disabled Refresh Token field appears as a drop down containing fields from previous steps. You may select the field containing the Refresh Token value.
7	Test Connection	Verifies the connection is established or not. Note: The Test Connection button does not work for previous step variables. The button only works with static values and environment variables.

Input Tab

No.	Field Name	Description
	Input Fields:
1	Module	Specify a module whose record’s attachments are to be downloaded. The data type is string. This field is mandatory.
2	Get	On click; if connection is successfully established it populates the list of modules. Note: The Get button will not work for the previous step variables; the button will only work with static values and environment variables in the connection parameters.
3	Record ID	Specify the record ID of the record whose attachments are to be downloaded. The data type is string. This field is mandatory.
4	Download Path	Specify the path where attachments are to be downloaded. The data type is string. This field is mandatory.
5	Delete Output Folder Content Before Downloading	Specify Yes to delete output folder contents before downloading else Specify No. Allowed values: Yes, No. Default value: No The data type is string. This field is mandatory.
6	Add Unique Id for Duplicate Files	Specify Yes to add Unique ID for duplicate files else Specify No. Allowed values: Yes, No. Default value: No The data type is string. This field is mandatory.
7	Add Files to ResultSet	Specify Yes to add the downloaded files to the result and display the download link on AE else Specify No. Allowed values: Yes, No. Default value: No The data type is string. This field is mandatory.

Output Tab

No.	Field Name	Description
	Output Fields:
1	Total Files	Specify an output field to define the output variable name. The default output variable name is “TotalFiles”. On successful execution, it holds the total number of all files. The data type is string. This field is mandatory.
2	Downloaded Files	Specify an output field t to define the output variable name. The default output variable name is “DownloadedFiles”. On successful execution, it holds the total number of downloaded files. The data type is string. This field is mandatory.
3	Overwritten Files	Specify an output field to define the output variable name. The default output variable name is “OverwrittenFiles”. On successful execution, it holds the total number of overwritten files. The data type is string. This field is mandatory.