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Nintex Newbie

Referencing Salesforce Attachments/Files in a Document

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Is it possible to reference Salesforce Attachments/Files and file types in a Drawloop document?

 

For Example:

Account | Attachments (or Files)

Service Agreement     PDF

Parts                             PDF

Certificate                    jpg

Healthcheck                PDF                

 

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Nintex Employee
Nintex Employee

Re: Referencing Salesforce Attachments/Files in a Document

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Hi @JackieT ,

 

Under the other section of the field tagger, you can find  the attachment name with extensions.

Field Tagger_ last ~ Salesforce - Developer Edition.png

 

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Nintex Newbie

Re: Referencing Salesforce Attachments/Files in a Document

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That looks like what I'm looking for! Thank you!!!!

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Nintex Newbie

Re: Referencing Salesforce Attachments/Files in a Document

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So the solution was to create a Flow that generates the list in a custom field and then add the tag for that field in the document.
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