I am using Nintex Drawloop Salesforce Application.
I have created a DDP and added delivery option to store as Office 365. When I am generating document using this delivery option the generated document is being uploaded to SharePoint site folder.
My requirement is to every time when user selects this "Office 365" delivery option. A copy of the generated document should also be attached to the record from which the document package was run.
I have also checked the "Allow Attachments" checkbox on DDP record and also created the custom "Run Document Package" button with "Attach Back" option true. Following is my custom button code :
But I am not able to upload the document to SharePoint and attach to the salesforce record at the same time.
Please suggest how we can achieve this.
Solved! Go to Solution.
Hi Shubham Sharma,
Unfortunately we don't have a way to store back to the record and O365 at the same time today. You'd need to run the Document Package twice. It is a great idea though and I would recommend posting it on our user voice site.