The Attach Records activity can be used to define a relationship
between two records. For example, a Contact record can be associated
with a Vendor record. A Contact record can be associated with all
entity records except for other Contact records and Group records.
The Attach Records activity can also attach files, such as
Word or PDF files, to a NetSuite record. Any file that is in the NetSuite
file cabinet can be attached to any record except for custom records.
The
following list describes the nodes for the Attach Records activity
in the
Checklist >
Map Inputs >
To
Activity panel:
- {RecordRef} attachTo - this node specifies
the record to which the attachment is attached.
- @type – In the Define Default
Value, select the type of record.
- @externalId – Either externalId or internalId
must be specified for the RecordRef.
- @internalID – Either externalId or internalId
must be specified for the RecordRef.
- contact – This node specifies the record
to associate with or the file to attach to the attachTo record.
- @internalID – Either externalId or internalId
must be specified for the RecordRef.
- @externalId – Either externalId or internalId
must be specified for the RecordRef.
- @type – In the Define Default Value, select
the type of record.
- name – Enter the name of the contact or
the file name.
- contactRole – This node specifies the role
in the user defined Contact List located in the NetSuite UI at List > Relationships > Contacts.
- exists – a Boolean used to indicate whether
the Contacts List exists or not.
- @internalID – Either externalId or internalId
must be specified for the role.
- @externalId – Either externalId or internalId
must be specified for the role.
- name – The title of the role such as Primary
Contact.