Action Center - Display PDF from Storage Bucket

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1

Hi,

I need help how to display a PDF document (Invoice) that is located in storage bucket
in Action Center:

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Also, how to define the input argument, type and pass value of that document?

Thx for any suggestion.

Kind Regards,
Vanja

2

Hi @VanjaV,

Check out some Sample workflows on below link which you might find useful for reference, it has details on this feature as well:

Regards
Sonali

3

Hi @sonaliaggarwal47 ,

Thank you very much. I am already doing it ;), but I am missing the information of how to display data from storage bucket or maybe I do not know how to interpret the contents appropriately…

Can you please explain how to adapt “data.pdf_storage”:

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to i_PDFinvoice:

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image781×584 17 KB

because now it is displaying like this:

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Thank you.

Kind Regards,
Vanja

4

@VanjaV
Local filesystem PDFs aren’t allowed in ActionCenter.
We can only show PDFs from storage buckets.

Can you check if you followed all the steps from the section ‘Embedding PDF files from Storage Buckets’ in this doc?

Please ensure you have the ‘refreshOn’ configured correctly.

1 Like
5

Hi @paras.gera ,

thank you very much.

Upload activity works fine:

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image717×388 14.8 KB

but at displaying I get following error:

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image

Kind Regards,
Vanja

6

@VanjaV
Have you set these properties?

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image1545×646 46.3 KB

7

Hi @paras.gera ,

Thx! :smiley:

Now I am stuck with this message:

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Kind Regards,
Vanja

8
  1. Does the storage bucket exist in the same folder as the task?
    – If not, use the Storage Folder Path property.
  2. Does the user you are using have the permissions for storage buckets and uploading/updating/deleting files in the storage buckets?
9

Hi @paras.gera

it helped! :smiley:

This question is out of this topic, but anyway, can you explain me,
where can I add roles to a user? Now I found out, that at the Folder level,
Settings - Permissions - Edit Roles I can only first deselect all roles and then
add roles. What if I forget already defined ones?

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Here I can only clear all roles or define&add new role:

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Where can I add existing role without deleting already assigned ones?

Kind Regards,
Vanja

10

forum-q-1

11

Thank you!

:smiley: :smiley: :smiley:

12

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