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Drawloop - Adding an Attachment to a Parent Object


How to attach the output of a document package to a parent record.



Create an Insert-Update:
  1. The parent object (Account) would be the Object Name.
  2. In the Field-Value Pairs, select Record ID in the drop-down.
  3. Insert the lookup parent object Id field tag.

This is a article attached imageThis is a article attached image
  1. Ensure the Delivery Option is set to "Require Document Storage".
  2. Select "Attachment" in the "Store As" drop-down.


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71 of 71
Last update:
‎11-13-2020 06:56 PM
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