We have a use case to send a document to an account that has no contacts.
Document is being sent to docgen queue, but we cannot attach an account id to the flow.
The flow includes creating a completed task to indicate the document was sent to the queue.
How can we relate the document request pdf file to the account? (and attach a link to the document in the task)
@jcar Rather than sending to the document queue, I would use insert-updates(https://community.nintex.com/t5/How-To-s/How-to-Attach-to-Child-Object/ta-p/92792) to create the task and associate the file to that task.
Hi, I was able to use this method to create the task, but not to attach the pdf file to the task.
@jcar Did you do the two insert-updates? You need one to create the item, which runs at the beginning and the second one to to attach created file. It should look like the below configuration wise.
Beginning:
Second Insert-update:
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