Action Center - Display PDF from Storage Bucket

[VanjaV]

Hi,

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

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

Thx for any suggestion.

Kind Regards,
Vanja

[sonaliaggarwal47 (Sonali Aggarwal)]

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:

New Action Center on Automation Cloud is GA now

New Action Center on Automation Cloud is GA now We are happy to announce the General Availability of brand new Action Center on Automation Cloud! We value every feedback provided by our community members during the preview, helping us to make our product offerings better Note Starting March 1st 2021, Actions UI within Orchestrator will be unavailable across enterprise and community Automation cloud accounts . It is highly recommended to route your users to a much…

Regards
Sonali

[VanjaV]

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”:

to i_PDFinvoice:

because now it is displaying like this:

Thank you.

Kind Regards,
Vanja

[paras.gera]

@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.

Advanced Controls in the Form Designer

[VanjaV]

Hi @paras.gera ,

thank you very much.

Upload activity works fine:

but at displaying I get following error:

Kind Regards,
Vanja

[paras.gera]

@VanjaV
Have you set these properties?

[VanjaV]

Hi @paras.gera ,

Thx!

Now I am stuck with this message:

Kind Regards,
Vanja

[paras.gera]

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?

[VanjaV]

Hi @paras.gera

it helped!

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?

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

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

Kind Regards,
Vanja

[paras.gera]

[VanjaV]

Thank you!