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
Page 1 / 1
Hi @JackieT ,
Under the other section of the field tagger, you can find the attachment name with extensions.
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.
wrote:
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
Reply
View our Community Site Map
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.