Check-In Action
The Check-In action saves the Excel workbook to the Notes and Attachments of a designated record and then unlocks the workbook and enables it to be checked out by another user.
Check-In Action is not supported in Apttus Omni.
Prerequisite
Because the workbook must be attached to a single record, your app must identify at least one Individual object.
To create a Check-In action
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In the File Name, select the option to type the file name that will be used when the file is checked-in.
Field Name
Description
Use Runtime Filename
Select this option to allow your user to enter the File Name at run time.
Manually Provide File Name
Select this option to allow your user to enter the File Name manually. Enter the file name manually.
Use Cell Reference as File Name
Select this option to allow your user to use a cell reference as the File Name. Select the cell and click the icon.
Note:This feature is not available with Presto apps.
