You can configure a script task to automatically insert a report into a Files Upload field.
Configuration Steps
- Open the process editor and select the desired process, or create a new one.
- Add a script task, placing it just before the task where you want the report to appear.
👉 Learn more about script tasks: Update a record by running a process. - Select the script task and open the properties panel.
- Configure the task as follows:
- Connector: Data Update
- Operation: Generate report
- Select the upload field:
- In the Upload field option, select the “Files Upload” field where the report will be inserted.
- Make sure this field is included in the form associated with the following task.
- Click the “Parameters” button to:
- Choose the report to be generated.
- Customize the file name if needed.
👉 Learn more about report creation: Create a report with information about a work item and send it by email.
Result
When the process is executed, the script task will run in the background and automatically insert the selected report into the defined upload field — without any user interaction.
Alternative: Send the Report by Email
You can also use this method to automatically send a report by email.
👉 Learn how: Send reports by email.