8,849
edits
Changes
→File Locations
:* The docid stands for “Document ID” which is a unique text string generated for each PDF generated from SmartSimple. Using the Document ID as one of the key fields will ensure that there will always be a new record created as no document will have the same DID.
* ''appid'' - contains the [[application ID]] of the [[UTA]] in which the new {{l2}}s will be created.
* ''attachfieldid'' - contains the [[custom field ID]] of the [[Custom Field Type: Link – Single File|single file ]] or [[Custom Field Type: Link – Multiple Files|multiple file ]] upload field to which the PDF to be parsed will be uploaded.<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">It is recommended that the "File Type Restriction" in the custom field specified be set to "pdf", in order to prevent files not in PDF format being uploaded to this field and creating parsing errors.</pre>
* ''parentid'' - contains the value "parentid"
:* The parent ID is the Opportunity ID of the level 1 record. This is used by the parser to know which L1 record to attach the activity to. This is pre-populated when the PDF is generated from the L1 record.