How to create a Task and attach the generated document

A common Nintex Drawloop use case involves the need to create a completed Task when the DocGen Package is ran and automatically attach the generated document to the newly create Task record. In order to do this you will need TWO Insert-Updates. The first Insert-Update is used to create the Task record at the beginning of the document generation process. The second Insert-Update is used to attach the document at the end of the document generation process.

Configuration:

  1. Navigate to the DocGen Package and click the ‘New Insert-Update’ button.
  2. Set the Type drop-down to ‘Task’ to reveal additional fields on the page.
  3. Click the ‘Save’ button.
  4. You will be redirected back to your DocGen Package. Open the Insert-Update and click the ‘Edit’ button.
  5. In the Order field put “1”.
  6. Next, check-mark the Run at Beginning checkbox.
  7. Click the ‘Save’ button.
  8. Follow steps 1-4 again to create the second Insert-Update.
  9. Navigate back to your second Insert-Update and click the ‘Edit’ button.
  10. In the Order field put “2”.
  11. Make any additional configurations to your second Insert-Update. Then, click the ‘Save’ button.
  12. Run the DocGen Package! The first Insert-Update will run at the beginning of the process and create the Task record. The second Insert-Update will run at the end of the document generation process and update the Task fields (such as the Status and Subject) and automatically add the attachments.
4x Certified Salesforce Administrator. Nintex Drawloop Expert.