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Version: 2023 R3

Finish editing a file using OneDrive

The action retrieves the file from OneDrive and removes the link of the file in the database to the one in OneDrive.

The action affects all attachments linked to the instance in the context of which it was triggered (or in the context of a single file if it was triggered from the Attachments menu) or as part of the automation (For each operator).

The action verifies that the files have actually been checked out and are in the appropriate location on OneDrive. If a given file has not been checked out on OneDrive (there is no information about it in the database), it is skipped. If a file has been checked out, but for some reason it is not available on OneDrive, an action execution error is generated.
All files are retrieved from OneDrive and transferred to the database – history is created and the index in SOLR is updated. The files are then removed from OneDrive along with their link in the database, and it is possible to perform operations on files that were previously locked because of their check-out.

The action logs information about what files have been checked out and in what location the file was before being downloaded from OneDrive.
Configuration of the action is not available; however, when the file is checked in, the correct file on the appropriate OneDrive is referenced based on the information saved for the file.

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For more information on the action, see the article Working with OneDrive files on our technical blog.