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Set up file actions for a connector

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With several connector types, you exchange files between your D365 F&SCM environment and another environment. If the other environment has no access to the shared folder or local folder, you can use file actions to transfer the files to a location where the other environment can access the files.

The connector types for which you can use file actions are:

  • Azure file storage

  • Azure File Storage (API)

  • Azure Blob storage

  • SharePoint

Note

You can use file actions of type ZIP only for connectors of type Azure file storage.

Each file action has one direction. The file action direction defines when the action is applicable. If the direction is:    

  • Source, the file action is done:

    • Only if the connector is used as source connector on a message.

    • Before the message is run.

  • Target, the file action is done

    • Only if the connector is used as target connector on a message.

    • After the message is run.

  The file actions are done in the sequence as shown in the grid. To put the file actions in the correct sequence, use Move up and Move down.

Flow diagram