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Hrishan3
Nintex Newbie

Create attachment Using Docugen package in two objects at a time up on button click

Hi,

 

I have a requirement to generate attachment in one object and then the same attachment should get attached automatically to other related object.

 

Would like to explain the scenario in details as follows.

  1. Two objects in salesforce as parent and child.
  2. I have a docugen package created on child object to generate attachment.
  3. Button named 'Generate document' on child object and after clicking on the same a document generation happens as usual. But I want the same generated document in child to be attachmented to the parent as well at the same time on button click.

Please let me know if this feasible through drawloop.

 

Thank you

@DocFather_Ray 

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Nintex Employee
Nintex Employee

Re: Create attachment Using Docugen package in two objects at a time up on button click

Hi @Hrishan3 ,

 

You can only attach a document to one object at a time on a delivery option. You could use automation and a seconded document package(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/AutomatedDDPs.htm). Alternatively you might be able to use process builder or custom apex to achieve this.

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