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jcar
Nintex Newbie

How to relate pdf file send to docgen queue (Document request)

We have a use case to send a document to an account that has no contacts. 

 

Document is being sent to docgen queue, but we cannot attach an account id to the flow. 

The flow includes creating a completed task to indicate the document was sent to the queue. 

How can we relate the document request pdf file to the account? (and attach a link to the document in the task)

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leighburke
Nintex Employee
Nintex Employee

Re: How to relate pdf file send to docgen queue (Document request)

@jcar Rather than sending to the document queue, I would use insert-updates(https://community.nintex.com/t5/How-To-s/How-to-Attach-to-Child-Object/ta-p/92792) to create the task and associate the file to that task. 

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jcar
Nintex Newbie

Re: How to relate pdf file send to docgen queue (Document request)

Hi, I was able to use this method to create the task, but not to attach the pdf file to the task. 

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leighburke
Nintex Employee
Nintex Employee

Re: How to relate pdf file send to docgen queue (Document request)

@jcar Did you do the two insert-updates? You need one to create the item, which runs at the beginning and the second one to to attach created file. It should look like the below configuration wise.

Beginning:

leighburke_0-1609967769342.png

Second Insert-update:

leighburke_1-1609967841338.png

 

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