Configuration options when Action is AddOrReplaceFile
If the selected action is AddOrReplaceFile, the following configuration option is available:
File #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File
Displayed only when Action is AddOrReplaceFile.
When expanded, the following options are available by default: File action, Source filename wildcards, Target search, and Delete original file.
File action #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > File action
Displayed only when Action is AddOrReplaceFile.
Specifies the action to be executed with the file. Select from the following options:
- AddToCustomObject (default): Add the file to a custom object.
- ReplaceOnCustomObject: Replace an existing file on a custom object.
- AddFromCustomObject: Add a file from a custom object.
- ReplaceFromCustomObject: Replace a file from a custom object.
Source filename wildcards #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > File action: AddToCustomObject / ReplaceOnCustomObject / ReplaceFromCustomObject > Source filename wildcards
Displayed only when Action is AddOrReplaceFile, and File action is NOT AddFromCustomObject.
Specifies the filename wildcards used to select files from the source object.
- Expand Source filename wildcards.
- Click on Add placeholderText.
Target search #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Target search
Displayed only when Action is AddOrReplaceFile.
Specifies the search filters to find the target object in the vault, either for adding or replacing files. Multiple search filters are combined using the OR operator (at least one filter must be satisfied). Multiple search conditions within a single filter are combined using the AND operator (all conditions must be satisfied).
- Expand Target search.
- Click on Add Search.
- Expand Search [1].
When expanded, the following fields are available for configuration: Status field conditions, Property conditions, and Search result type.
When Search is added, the Target search sort section becomes available, containing Sort by and Sort direction options. For details on the target search results sorting options, please refer to the Common features page.
Status field conditions #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Target search > Search [1] > Status field conditions
Displayed only when Action is AddOrReplaceFile.
These additional search conditions aid the search process by searching objects defined from the target based on a specific status.
- Expand Status field conditions.
- Click on Add Status field condition.
- Expand Status field condition [1].
Additional fields become available: Field, Value type, and Operator.
Field #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Target search > Search [1] > Status field conditions > Field
Displayed only when Action is AddOrReplaceFile.
Defines the status field as an additional search condition. Choose one of the following:
- ID: This option refers to the Object ID.
- ExternalID: This option refers to the Object ID from an external system.
- Type: This option refers to the Object Type.
- Version: This option refers to the object’s version.
- Deleted: If set to True, it refers to objects that have been deleted but not destroyed. If set to False, it refers to objects that have not been deleted.
Value type #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Target search > Search [1] > Status field conditions > Value type
Displayed only when Action is AddOrReplaceFile.
Specifies expected property value. Select one of the following:
- Static: Select this option to set a static value as a target search condition.
- FromSource: Select this option to set a value from the source object.
- Dynamic: Select this option to set a dynamic value as a target search condition.
Property conditions #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Target search > Search [1] > Property conditions
Displayed only when Action is AddOrReplaceFile.
Search property conditions. Property values can be static or dynamic.
- Expand Property conditions.
- Click on Add Property condition.
- Expand Property condition [1].
Additional fields become available: Property, Operator, Value and Mode. For further description and details, please refer to the Common features page.
Search result type #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Target search > Search [1] > Search result type
Displayed only when Action is AddOrReplaceFile.
Expected search result type.
- Any (default)
- None
Target filename wildcards #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > File action: ReplaceOnCustomObject / AddFromCustomObject / ReplaceFromCustomObject >Target filename wildcards
Displayed only when Action is AddOrReplaceFile, and File action is NOT AddtoCustomObject.
Specifies the filename wildcards used to select files from the target object.
- Expand Target filename wildcards.
- Click on Add placeholderText.
Delete original file #
State Actions > State Action [1] > Action: AddOrReplaceFile > Configuration > File > Delete original file
Displayed only when Action is AddOrReplaceFile.
Specifies whether the original file should be deleted when a new file is added or an existing file is replaced.
- No (default)
- Yes
Configuration options when Action is RemoveFile
If the selected action is RemoveFile, the following configuration option is available:
File #
State Actions > State Action [1] > Action: AddOrReplaceFile / RemoveFile > Configuration > File
Displayed only when Action is AddOrReplaceFile or RemoveFile.
When expanded, the following options are available by default: Remove file action, Source filename wildcards, Convert to single-file and Delete object of removed file.
Remove file action #
State Actions > State Action [1] > Action: RemoveFile > Configuration > File > Remove file action
Displayed only when Action is RemoveFile.
Specifies the action to be executed for removing the file.
- RemoveFromSourceObject (default): If this option is selected, the Source filename wildcard section become available for adding and entering placeholder text. For details, please click here.
- RemoveFromCustomObject: If this option is selected, the Target filename wildcards and Target search sections become available. For details, please click on each option.
Convert to single-file #
State Actions > State Action [1] > Action: RemoveFile > Configuration > File > Convert to single-file
Displayed only when Action is RemoveFile.
Specifies whether the object needs to be converted to a single-file after file deletion. NOTE! Conversion to a single-file can only be done if the object contains only one file.
- No (default)
- Yes
Delete object of removed file #
State Actions > State Action [1] > Action: RemoveFile > Configuration > File > Delete object of removed file
Displayed only when Action is RemoveFile.
Specifies whether object of the deleted file should be deleted too or not.
- No (default)
- Yes
Configuration options when Action is AddBlankPage
If the selected action is RemoveFile, the following configuration option is available:
BlankPage #
State Actions > State Action [1] > Action: AddBlankPage > Configuration > BlankPage
Displayed only when Action is AddBlankPage.
When expanded, the Blank page placement field is available.
Blank page placement #
State Actions > State Action [1] > Action: AddBlankPage > Configuration > BlankPage > Blank page placement
Displayed only when Action is AddBlankPage.
Choose whether to insert a blank page as the first page or the last page in the file.
- LastPage (default)
- FirstPage
