File Distribution
API Name: PdfFolder__c
Define file distribution targets.
| Label | API Name | Type | Description |
|---|---|---|---|
| Name | Name |
Text(255) | |
| Active | Active__c |
Checkbox | The folder will only be used, if this is checked. |
| Backend | Backend__c |
Text(255) | The Backend for this folder. Possible values: Invoice, Account, GoogleDrive, AmazonS3, Folder |
| Draft Folder | DraftFolder__c |
Checkbox | This folder will only store draft invoices. |
| Link on Invoice | LinkOnInvoice__c |
Checkbox | Save a link to a PDF in this folder to the Invoice. |
| Path | Path__c |
Text(255) | Required for the Folder backend. Defines the path as "ContentWorkspace/ContentFolder/ContentFolder/.." |
| Pdf Name | PdfName__c |
Text(255) | The filename of the PDF. Can contain placeholders. The default is "[InvoiceDate]_[InvoiceNo]_[AccountName]". |
| Print Folder | PrintFolder__c |
Checkbox | Only Invoices with 'Print Invoice' checked will be stored in this folder. |
| Select Condition | SelectCondition__c |
Text(255) | A condition to constrain the selection of invoices that are copied to this folder (in SQOL Syntax e.g. "GrandTotal__c > 0"). |
| Use Case | UseCase__c |
Text(255) | Define the purpose of this Folder e.g. InvoicePDF, Export. Will default to InvoicePDF if left empty. |