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Drawloop - Adding an Attachment to a Parent Object

  • February 15, 2022
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Topic

How to attach the output of a document package to a parent record.

 

Instructions

Create an Insert-Update:
  1. The parent object (Account) would be the Object Name.
  2. In the Field-Value Pairs, select Record ID in the drop-down.
  3. Insert the lookup parent object Id field tag.

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  1. Ensure the Delivery Option is set to "Require Document Storage".
  2. Select "Attachment" in the "Store As" drop-down.

 

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