To trigger the upload the workflow needs to know which upload configuration to use and this value must be stored on record level.
Create a Custom Field
To create this additional field navigate to Customization > List, Records, & Fields, > Record Types. Open the record of your choice. For this example, we will use the “Payment File Administration” record. On the page that opens, press the grey button labeled “New Field”.
On the custom field, populate the following fields:
- Label (provide here a name that identifies the purpose of the newly created field. We recommend to name it “Upload Action”)
- ID (set here a value manually or let NetSuite create an id for you)
- Type (Set this to “List/Record”)
- List/Record (Set this to “SftpCon Upload Action Configuration”)
- Store Value (set this to checked)
Further field settings may be set a required, depending on your use case.
Retrieve Internal File Field ID
To retrieve the internal field ID, open the record that you used to create the new field. In this example, you can do this by navigating to Payments > Payment Processing > Payment File Administration.
Open on of the records in the list in view modus by pressing the hyperlink view on the line level. On the page that opens there must be a field present that was created in the step above. Click on the field name so that the Field Help popup is triggered. In this popup, you should see the internal ID. If not then please enable “show internal ids” under your personal preferences.
Set Upload Configuration
On each record that must be uploaded, you must select the upload configuration that the workflow must use to upload the file. This can be different for each file and allows you to design custom logic that uses several different upload configurations. With EFT Payment Files you can, for example, set this automatically based on the bank account so you can upload it to different banks depending on the connection you need. To select an upload configuration simply edit the Payment File Administration and select "New" from the dropdown the needed connection.