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How to relate pdf file send to docgen queue (Document request)

  • January 2, 2021
  • 3 replies
  • 34 views

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)

3 replies

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  • Nintex Employee
  • January 3, 2021

@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. 


  • Author
  • January 6, 2021

Hi, I was able to use this method to create the task, but not to attach the pdf file to the task. 


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  • Nintex Employee
  • January 6, 2021

@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: