File: Attachment
This reference explains the File: Attachment task.
The attachment task attaches a document file in the workflow data payload to a specified account, subscription, or invoice. If Invoice Settlement is enabled, files for credit memos and debit memos can be attached.
The document file to upload must be available in the data payload. It can be generated from upstream tasks or directly uploaded to the workflow.
Files with the following extensions are supported: .pdf, .csv, .png, .xlsx, .xls, .doc, .docx, .msg, .jpg, .txt, .htm, .html, .eml, .pptx, .gif, .rtf, .xml, .jpeg, .log, .cls
The maximum size of an attachment is 4 MB. The maximum number of attachments on one record is 25. The actual number of attachments that can be uploaded to a record depends on the number of attachments that are already on the record.
Task settings
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In the Configuration tab, select the object and the ID of the record that you want to attach files to. Optionally you can add some notes.
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In the Attachment tab, select the files that you want to upload. You can rename the files that you want to upload by typing the new names in the file name fields. Liquid expressions are allowed in file names. For a list of common Liquid expression examples, see Common Liquid expressions in Workflow.
By default, a timestamp will be appended to each file. The timestamp will be replaced with the runtime timestamp.
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Concurrency Mode: Controls whether Workflow processes tasks in a single or multi-threaded manner for this task type. Select Sequential to single-thread, or Parallel to allow multi-threaded processing.
If you select Parallel, the Max Concurrency setting controls the maximum number of threads for this task type that can be utilized. You can specify a value from 1 up to the allowed maximum for this task type. A value of 1 behaves the same as Sequential processing.
Example: If there is a set of 10 records that is being iterated over, selecting Sequential will process one record and the downstream tasks for that iteration before processing the next record and its downstream tasks. If Parallel is selected, multiple records or batches can be processed at the same time, up to the configured Max Concurrency limit.
Note: The Concurrency Mode setting does not affect the batch size setting. Workflow first determines the batch size, and then uses Concurrency Mode and Max Concurrency to determine how those batches are processed.