Attach format file from section
The second section of an Attach Format File task properties form is labeled Attach Format File From. The purpose of this section is to specify the record whose data will be used to generate the form report.
- Workflow Activity
- If this radio button is selected, then the record that contains the data to generate the form report will be associated with a previously performed workflow task.
- Existing Record
- If this radio button is selected, then the record that contains the data used to generate the form report will be a specified record that exists now.
The selection of one of these radio buttons determines what appears in the Attach Format File From section.
When the Workflow Activity radio button is selected, below the radio buttons the Attach Format File From section has all the fields that are in the To Notification section. The difference between the fields in these sections is that the fields in the Attach Format File From section are used to select the record that contains the data that will be used to generate the form report and the fields in the To Notification section are used to specify the Notification record that will be used to send the form report. Because of these similarities, the description of these fields is part of the description of the To Notification section.
If you want the form report to be generated from a record that is part of the application's configuration, then you select the option of using an existing record. Specify the value for the Module and Object properties so that this task knows what kind of record will be the parent. Then click the Record link to find the specific record you want this task to use.