How to attach a file (PDF) from EXCEL VBA to an existing task using API

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Pete

• January 28, 2021 08:05

Is it possible to attach a file when updating (existing task) by linking API from macro (VBA) to Questetra?

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  Questetra Support

  • January 28, 2021 08:23

  It is possible to attach a file if you use Workflow API's "Process Task" API (/API/PE/Workitem/Form/save).
  (This is an update API and the Professional/Enterprise edition of the workflow platform is required to use it).

  • Parameter name when attaching a file to a file type: data[XX].upload
    ※ XX: data definition number
  • When sending a file, send it by POST multipart

  (Reference)

  • Side menu [API Reference] > [Workflow API] > [/API/PE/Workitem/Form/save]
  • The name of the parameter that specifies the Data Item is the same format as the format using data definition number described in R2210: Data Receiving Parameters and Samples

  An alternative method is to wait for data entry (file attachment) in the middle of the workflow.

  M226: Standing by HTTP Request

  Both of these methods can be achieved by sending an HTTP request in the specified format from the API client side (VBA); please refer to the VBA documentation for details on processing in VBA.

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