Associate Document Activity

This activity allows you to associate a document with a host record for the selected Company and ParentID.

 

Note:

If AssociateDocumentActivity exits in a specific step of the Workflow then Workflow User will be able to add the document even if the user is not authorized to do so.

 

To use AssociateDocumentActivity, you need follow below given steps to set the properties of the activity:

 

1. To add AssociateDocumentActivity to a specific step, you need to drag and drop the activity under any event (Eg: Approve/Reject/Custom Event).

 

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2. You can set below mentioned properties:

 

CompanyName: Here you can click on Ellipses icon and select the Company Name with which you want to associate the document on completion of the activity.
ParentID: Here you can click on Ellipses icon and select the ParentID (Unique ID) with which you want to associate the document on completion of the activity.

 

Note:

CompanyName and ParentID are mandatory fields to be set for this property.
Moreover, whenever the Workflow Item for the respective Workflow is processed and the event before the AssociateDocumentActivity gets executed, the document will get associated with the host record for the selected Company Name and ParentID.

 

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