We have a DDP that is automatically triggered and the generated PDF sends to our SFTP and includes Files from the parent object. The issue is protected documents often cause the DDP to fail. I would like to filter out the protected Files (they all have Locked_ added to the beginning of the File Name). I am trying to use a Salesforce Object relationship, but the DDP fails when I manually run it. What can I do differently?
Solved
Include subset of Files defined using Salesforce Object
+1Best answer by Brent_Doc
Attachments can not be selected via a relationship in the Package.
Attachments are a separate parameter or manual selection.
There are a few options depending on your usecase and type of implementation.
Take a look at this article and it should lead you down the right path:
+12- Nintex Employee
- Answer
Attachments can not be selected via a relationship in the Package.
Attachments are a separate parameter or manual selection.
There are a few options depending on your usecase and type of implementation.
Take a look at this article and it should lead you down the right path:
+1I am using Files, not attachments, so when I try to use https://community.nintex.com/docgen%2Dfor%2Dsalesforce%2D33/drawloop%2Dattaching%2Drelated%2Ddocuments%2Dfrom%2Drecords%2Dattachids%2D28030?tid=28030 part 3, there are no Attachments, so it does not attach them to the generated document. Will attachIds allow Files (ContentDocumentLink)?
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