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ymshell000
Nintex Newbie

Set the Description on Attachements

I'm looking to set the "Description" field on the attachment record when attaching a document to the Salesforce record it is run off of.

My use case is a pdf that I am attaching to an Opportunity. I'd like to have the description of the attachment set to "Proposal" so that I can use a filter to differentiate it form other attachments on the opportunity.

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Nintex Employee
Nintex Employee

Re: Set the Description on Attachements

Hey ‌,

You could try using an Insert Update to attach the document back to the record then set the Description field.

Cheers,

Ryan

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ymshell000
Nintex Newbie

Re: Set the Description on Attachements

Hey ,

I tried that when I attempted to set this up but the challenge is that the 'Description' field is on the Attachment object not the Opportunity

When you attach a pdf what actually happens is that an Attachment record is created as a child of the parent record and the PDF is stored on that Attachment record. So in my use case, I cannot get the Insert Update to actually find that attachment child record to update it, it only seems to be able to reference the Opportunity.

Any tips on referencing the attachment record?

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