Using the Attach Records activity

To use the Attach Records activity, complete the following steps:

Procedure

  1. In the Activities tab, expand the NetSuite directory and locate the Attach Records activity.
  2. Add the Attach Records activity to your orchestration.

    The Checklist and Summary for the activity are displayed beneath the orchestration.

  3. In the Checklist, click Pick Endpoint.
  4. Select one of the following options:
    • Browse - to select a NetSuite endpoint from the Project Explorer.
    • New - to create a new NetSuite endpoint using the Create Endpoint dialog.

      For instructions on creating a NetSuite endpoint, see Creating or editing a NetSuite endpoint.

    • Edit - to edit an existing NetSuite endpoint using the Edit Endpoint dialog.
      For instructions on editing a NetSuite endpoint, see Creating or editing a NetSuite endpoint.
      Note: Edits are global, not local. Editing an endpoint affects all orchestrations that use that endpoint in the project.
  5. In the Checklist, click Configure.
  6. Click Configure to open the Attach Reference Activity Wizard.
  7. Click Browse.
  8. Select the record you want to attach and click Attach.
  9. Click Next.
  10. Select the record to which you want to attach the attachment record and click Select.
  11. Click Finish.
  12. In the Checklist, click Retry.
  13. In the Retry section:
    • Set number of seconds, between each retry to connect with NetSuite. The default is 30 seconds.
    • Set the number of times you want to retry before failing. The default is 5 times.
    In the Activity Timeout section:
    • Set the Activity Timeout, in seconds, you want to wait when the endpoint does not respond to a request. The default is 300 seconds.
  14. Map inputs. See Mapping the inputs for the Attach Records activity for more information.
  15. Map outputs. See Mapping the outputs for the Attach Records activity for more information.



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Timestamp icon Last updated: Wednesday, February 17, 2016


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