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Referencing Salesforce Attachments/Files in a Document

  • February 26, 2020
  • 4 replies
  • 58 views

JackieT

Is it possible to reference Salesforce Attachments/Files and file types in a Drawloop document?

 

For Example:

Account | Attachments (or Files)

Service Agreement     PDF

Parts                             PDF

Certificate                    jpg

Healthcheck                PDF                

 

Best answer by leighburke

Hi @JackieT ,

 

Under the other section of the field tagger, you can find  the attachment name with extensions.

 

4 replies

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  • Nintex Employee
  • Answer
  • February 26, 2020

Hi @JackieT ,

 

Under the other section of the field tagger, you can find  the attachment name with extensions.

 


JackieT
  • Author
  • February 26, 2020

That looks like what I'm looking for! Thank you!!!!


So the solution was to create a Flow that generates the list in a custom field and then add the tag for that field in the document.

  • March 29, 2020

 wrote:

Is it possible to reference Salesforce Attachments/Files and file types in a Drawloop document?

teatv

 

For Example:

Account | Attachments (or Files)

Service Agreement     PDF

Parts                             PDF

Certificate                    jpg

Healthcheck                PDF