Automatically Insert a Report into a “Files Upload” Field

You can configure a script task to automatically insert a report into a Files Upload field.

Configuration Steps

  1. Open the process editor and select the desired process, or create a new one.
  2. 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.
  3. Select the script task and open the properties panel.
  4. Configure the task as follows:
    • Connector: Data Update
    • Operation: Generate report
  5. 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.
  6. Click the “Parameters” button to:

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.

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