File Actions
On several actions, the concept of File Actions is used. So you are free to decide, what you want to do with a file, which is generated during an action.
Core Options
Store in Documents Module
This option request some configurations
| Document title | The title of the Documents Record |
| Document Description | (optionally) You could set the Description field |
| Folder | Choose to which folder this file should assigned |
| execute this workflow with the new Document | You could directly execute a workflow for this new Document |
| create relationship to the used record | Should the new Document create a Relationship to the records you used to create the Document |
direct download File
Should be easy to understandable.
This option will stop the workflow and direct download the file. No task will be executed in this workflow.
Store in Filestore
This option implements the new Filestore
You only need to set the ID of the file inside the FileStore for later reference.