Topic
How to append attachments to your DocGen Package
Instructions
DocGen Package requirements
a. Navigate to the Documents tab and scroll to the bottom to turn on Ad Hoc files. Set to "Allowed" or "Required" (to require files)
Note the following run experiences below:
1. Standard Manual DocGen Run
a. The "&attachids" parameters will only select the attachment on the run page. If the attachment does not exist on the run page, this will not attach the document when running the package. See Additional Information below:
https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/setup/ButtonWizardReference.htm?
b. If you would like to bring in attachments from another record, you will need to append the "&parentids=" parameter into the button. The "parentids" parameter will need the value of the records that you are trying to pull the attachments from.
2. Automated Outbound Message
When using the "attachids" parameter in a Drawloop Next field for Outbound Messages, this will bring in the attachment indicated in the parameter (They do not have to be related to the record.)
**Note:
1. The documents must be delimited by a pipe "|".
2. Automated Outbound Message
When using the "attachids" parameter in a Drawloop Next field for Outbound Messages, this will bring in the attachment indicated in the parameter (They do not have to be related to the record.)
**Note:
1. The documents must be delimited by a pipe "|".
2. The value 'all' is not supported in this configuration. The Id's must be included
- See the Salesforce formula field examples below:
Include Attachments - Dynamic (attachment Ids are stored in a field on record)
"SFOpportunity:" & Id & ";SFContact:" & Billing_Contact__r.Id & ";DDPId:a021500000ETjV2AAL;Deploy:a011500000T8Zn3" & ";attachids:" & ProductAttachments__c
Include Attachments - Static
"SFOpportunity:" & Id & ";SFContact:" & Billing_Contact__r.Id & ";DDPId:a021500000ETjV2AAL;Deploy:a011500000T8Zn3" & ";attachids:06960000001dJy1|06960000001dJy7"
3. Automated Flow/Process Builder:
- The
attachidsfield will only accept variables (Record/Text Collection(s) Variable) - If passing the IDs to a variable - Salesforce Flow should comma delimit (,) the string.
- If wanting to use a Static List, a Text variable with IDs listed comma-delimited should provide the desired behavior.
