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
Solved
Referencing Salesforce Attachments/Files in a Document
Best answer by leighburke
Hi @JackieT ,
Under the other section of the field tagger, you can find the attachment name with extensions.
- Nintex Employee
- Answer
Hi @JackieT ,
Under the other section of the field tagger, you can find the attachment name with extensions.
Translate
That looks like what I'm looking for! Thank you!!!!
Translate
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.
Translate
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.