cancel
Showing results for 
Search instead for 
Did you mean: 

Drawloop - Adding an Attachment to a Parent Object

Topic

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

Instructions

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.

User-added image
  1. Ensure the Delivery Option is set to "Require Document Storage".
  2. Select "Attachment" in the "Store As" drop-down.

Labels: (2)
Version history
Revision #:
65 of 69
Last update:
a month ago
Updated by: