Upload documents to a collection

Description

This Step template allows uploading a file to the OneReach LookUp collection.

Authorization

You have two options for authorization:

  1. Inherit from previous Flow (chosen by default)
  2. Manual token (you can manually enter the token)

Parameters

  • Collection ID: the ID of the existing LookUp collection to which a new document should be added. This is a required field, it is empty by default.
  • Name: a unique name of the document which will be added to the LookUp collection. It will be displayed as a "Document name" and used in a document search. This is a required field, it is empty by default.
  • Description: the description of the document content which will be used in a document search.
  • Upload file: the document file which will be added to the LookUp collection. This is a required field, it is empty by default. Any text-based format such as PDF, text files, or web pages are allowed.

Merge field settings

The content is returned at the requested URL. The returned data is an object.

Error handling

This is a checkbox field that is selected by default. If you deselect the checkbox, there won't be a log with an error leg. The Flow will proceed down this exit if an error occurred during the Step execution.

Timeout handling

Timeout is handled as a separate leg with a default value of 30 seconds. You can set up the timeout duration between 10 seconds and 30 minutes.

Reporting

This is a Step event.