SaveDocument (V1)

 This activity was migrated to a new namespace. For new workflows use SaveDocument (V2) in Cmc.Nexus.Crm.Workflow.

alert Do not use this activity inside of a Person - Saving event because it will cause an infinite loop in your workflow.  

The SaveDocument activity enables you to save a document record (INSERT mode). The document will be associated with a Person record.

You can also use this activity to modify an existing document record (UPDATE mode).

Notes:

  • You can modify the following fields using the SaveDocument activity:

    • ApprovalDate
    • DocumentStatusId
    • DueDate
    • ExperiationDate
    • Note
    • ReceivedDate
    • RequestDate
    • SentDate

  • If you update the PersonId, the StudentId or ProspectId must be updated as well because these fields reference the same student (SyStudentId).

  • You cannot delete existing values (that is, fields that have a value cannot be set to NULL).

SaveDocument

Properties

SaveDocument Properties
Property Value Required Notes
DisplayName String No Specify a name for the activity or accept the default.
Document InArgument<PersonDocument> Yes Specify the PersonDocument using a VB expression or variable.
ValidationMessages InOutArgument<ValidationMessageCollection> No Specify a variable that can be used to capture validation messages. For more information, see Capture Validation Errors.