Topic
How to attach the output of a document package to a parent record.
Instructions
Create an Insert-Update:
- The parent object (Account) would be the Object Name.
- In the Field-Value Pairs, select Record ID in the drop-down.
- Insert the lookup parent object Id field tag.
- Ensure the Delivery Option is set to "Require Document Storage".
- Select "Attachment" in the "Store As" drop-down.