Business Entity Services Guide

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Attaching Files to Tasks

Create the metadata for a file and then upload the file content to a temporary storage. After you upload the file, attach the file to a triggered task or an existing task.

To attach a file to triggered tasks or existing tasks, in the Provisioning tool, enable attachments for task triggers, task types, and task actions. For more information, see the

Multidomain MDM Provisioning Tool Guide

To create the metadata of a file, use the Create File Metadata REST API with TEMP as the storage type.

For example, the following request creates the metadata for the

file1.txt

file:

POST http://localhost:8080/cmx/file/localhost-orcl-MDM_SAMPLE/TEMP

{
    “fileName”: “file1.txt”,
    “fileType”: “text”,
    “fileContentType”: “text/plain”
}

Always create the file metadata in the TEMP storage.

The Create File Metadata REST API returns an ID for the file. The file ID is in the following format:

. Where the RowID refers to the row ID of the file that you upload to the storage.

In the example, the API call returns the following ID for

file1.txt

TEMP_SVR1.1VDVS

You can use the file ID to upload, attach, update, and delete the file.

To upload the file, use the Upload File Content REST API with TEMP as the storage type.

For example, the following request uploads the file to the TEMP storage:

PUT http://localhost:8080/cmx/file/localhost-orcl-MDM_SAMPLE/TEMP/TEMP_SVR1.1VDVS/content

Test attachment content: file 1

After you upload a file, the TEMP storage stores the file for a pre-configured period of 60 minutes. You must attach the file to a task before the pre-configured period expires.

Attach the file to the task that is triggered when you manage records.

To attach the file to the task that is triggered when you create a record, use the Create Business Entity REST API with the

taskattachments

parameter.

For example, the following request creates a record and attaches the file with the file ID

TEMP_SVR1.1VDVS

POST http://localhost:8080/cmx/cs/localhost-orcl-DS_UI1/Person?systemName=Admin&taskAttachments=TEMP_SVR1.1VDVS 
Content-Type: application/json

{ 
     firstName: "John", 
     lastName: "Smith", 
     Phone: { 
          item: [ 
               { 
                    phoneNumber: "111-11-11" 
               } 
          ] 
     } 
}

To attach the file to the task that is triggered when you update a record, use the Update Business Entity REST API with the

taskattachments

parameter.

For example, the following request updates a record and attaches the file with the file ID

TEMP_SVR1.1VDVS

PUT http://localhost:8080/cmx/cs/localhost-orcl-DS_UI1/Person/233?systemName=Admin&taskAttachments=TEMP_SVR1.1VDVS
{
    rowidObject: "233",
    firstName: "BOB",
    lastName: "LLOYD",
    Phone: {
        item: [
            {
                rowidObject: "164",
                phoneNumber: "777-77-77",
                $original: {
                    phoneNumber: "(336)366-4936"
                }
            }
        ]
    },
    $original: {
        firstName: "DUNN"
    }
}

To attach the file to the task that is triggered when you merge a record, use the Merge Business Entity REST API with the

taskattachments

parameter.

For example, the following request merges a record and attaches the file with the file ID

TEMP_SVR1.1VDVS

POST http://localhost:8080/cmx/cs/localhost-orcl-DS_UI1/Person/2478245?action=merge&taskAttachments=TEMP_SVR1.1VDVS
Content-Type: application/<json/xml>
{
  keys: [
    {
        rowid: "2478246"
    }
  ],
  overrides: {
    Person: {
       firstName: "Charlie"
    }
  }
}

To attach the file to the task that is triggered when you unmerge a record, use the Unmerge Business Entity REST API with the

taskattachments

parameter.

For example, the following request unmerges a record and attaches the file with the file ID

TEMP_SVR1.1VDVS

POST http://localhost:8080/cmx/cs/localhost-orcl-DS_UI1/Person/2478248?action=unmerge&taskAttachments=TEMP_SVR1.1VDVS
{
        rowid: "4880369" 
}

Attach the file to an existing task.

To attach the file when you update a task, use the Update Task REST API with

attachments

in the request body.

For example, the following request updates a task and attaches the file with the file ID

TEMP_SVR1.1VDVS

PUT http://localhost:8080/cmx/cs/localhost-orcl-MDM_SAMPLE/task/urn:b4p2:15934
{ 
     taskType: {
          name: "UpdateWithApprovalWorkflow"
     }, 
     taskId: "urn:b4p2:15934", 
     owner: "John", 
     title: "Smoke test task - updated", 
     comments: "Smoke testing - updated", 
     "attachments": [
          {
               "id": "TEMP_SVR1.1VDVS"
          }
     ],
     ...
}

To attach the file when you execute a task action, use the Execute Task Action REST API with

attachments

in the request body.

For example, the following request executes a task action and attaches the file with the file ID

TEMP_SVR1.1VDVS

POST http://localhost:8080/cmx/cs/localhost-orcl-MDM_SAMPLE/task/urn:b4p2:15934?taskAction=Cancel
{ 
     taskType: { 
          name:"UpdateWithApprovalWorkflow", 
          taskAction: [{name: "Cancel"}] 
     }, 
     taskId: "urn:b4p2:15934", 
     owner: "manager", 
     title: "Smoke test task 222", 
     comments: "Smoke testing",
     "attachments": [
          {
               "id": "TEMP_SVR1.1VDVS"
          }
     ],
     ...
}

After you attach a file to a task, the process moves the file from the TEMP storage and stores the file together with the task data in the BPM storage. The ID of the file changes to

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Table of Contents

Business Entity Services Guide

Business Entity Services Guide

Attaching Files to Tasks

Attaching Files to Tasks