Attachment Note workflow activity

The Attachment Note activity adds a comment to a journal field containing a link that points towards an attachment.

Attachments added to a record from this activity do not appear at the top of a record, but open a URL containing the content. This activity allows the use of irregular HTML tags to reference attachments, specifically the [code] tag. Entries in a journal field that use irregular HTML do not work if the glide.ui.allow_deep_html_validation property is true (It is set to false by default).

Results

  • Finished: the activity added the attachment to the record.

Input variables

The following variables determine the behavior of the activity.
Table 1. Attachment Note activity input variables
Field Description
Field A journal field to note the attachment. The options are:
  • none (defaults to Work Notes)
  • Additional Comments
  • Work notes
Attachment Name The name of the attachment in the URL. This name appears on the attachment at the top of the form.
Attachment Data The body of the attachment. This is the content of the attachment, formatted in a .txt file. It can be in plain text or use variables to extract specific data from a table.