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foglightNovice

DocGen for Salesforce

Generate Individual Letters to an Opportunity's Contact Roles

Business use case: send a thank you letter to some of the contacts who contributed to the opportunity. Data setup:Each of the contacts I want to send a letter to are associated to the opportunity via a contact role Only send to contacts who have a role of “Soft Credit”Ideal user flow:From an opportunity list view, select multiple opportunities, click a button that invokes the mass button code. User is taken to the Generate Documents screen where they select a DocGen Package to run > Click Run to generate documents. When setting up a new DocGen Package, I am not able to select Opportunity Contact Role as a starting object. See screenshot.Is there another way to configure Nintex DocGen to generate individual letters for discrete opportunity contact role contacts?I’m open to other business user flows, but Salesforce doesn’t have a list view for OCRs (understandably) and I don’t know if I could configure a button from the related list.

2 hours ago

natsu_docsNintex Employee

Automation Cloud

garydsouzaNintex Employee

Automation Cloud

Nintex Mobile Office 365 Account login issueKnowledge Base

ProblemAfter entering my account info for signing into the Nintex mobile app I get an error,The error is 'No appWebURL provided'The URL that I use to connect is: https://mainsite.sharepoint.com Solutiona mobile app you cannot connect to the main site, you can only connect to the subsite or site collections.

15 hours ago

MRepettiNintex Employee

RPA

Using RPA LE with SharePointKnowledge Base

ProblemIf planning to move folders from a shared drive to Sharepoint and there are botflows that access the shared drive folders, would it be easy to interact with Sharepoint through a botflow action or would it involve extra coding? SolutionRPA can interact with a SharePoint site but it does not have a direct connection to SharePoint. If you set up your SharePoint folders as network folders on the machines you might be able to keep the same type of functionality you are used to.

16 hours ago

KBVRookie

Nintex for SharePoint

Java Script not executing at run time

Good dayIm New to Javacript, I have a custom Javascript function here that so does a very simple thing.It takes the text from one nintex control (Multiline text) and adds it to another control (Also Multiline text)the script works in the design editor how ever at run time the function does not execute. Can any one explain this behavior and maybe a fix i can apply in my script. NWF$(document).ready(function() { NWF$('#' + txtAddComments).change(function() { var val = NWF$('#' + txtAddComments).val(); NWF$('#' + txtAddCommentsTemp).val(val); });});

16 hours ago

bsikesScholar

Automation Cloud

Stop NAC from escaping quotes in JSON response

I’m working on an Xtension and beginning to get frustrated with NAC’s treatment of quotes in JSON responses. I’m hoping that I’ve overlooked something, and that there’s a way to handle this without have to clean up the response that NAC produces. The API response is an array of objects with the id/name properties, looking like this:[{ "id": "20230205|32000|1", "name": "AdHoc" }, { "id": "20230206|32000|1", "name": "AdHoc" }] When NAC get’s this result through the xtension, the variables tab looks like this, which appears correct to me: However, when I log the “DailySchedule” collection to the instance details, it looks like this:["{\"id\":\"20230205|32000|1\",\"name\":\"AdHoc\"}","{\"id\":\"20230206|32000|1\",\"name\":\"AdHoc\"}"] When comparing that result with the actual API response above, I see that NAC is surrounding each object in quotes, as well as escaping quotes for each property. Unfortunately, this prevents the “Query JSON” action fro

17 hours ago

foglightNovice

DocGen for Salesforce

Generate Individual Letters to an Opportunity's Contact Roles

2 hours ago

Sundeep.kRookie

Nintex for SharePoint

Query Multiple Lists

Suppose I want to query multiple list in a Site to get a list of all the documents where modified date is before 2018 . How to achieve the same?

5 hours ago

kennylimNovice

Nintex for SharePoint

request approval - restart approval after reject

6 hours ago

USalmaNovice

Process Manager

Add timeline in process map

12 hours ago

KBVRookie

Nintex for SharePoint

Java Script not executing at run time

16 hours ago

bsikesScholar

Automation Cloud

Stop NAC from escaping quotes in JSON response

17 hours ago

MalopezcRookie

Nintex for SharePoint

Nintex workflow to send notification when a sharepoint list item gets updated

Hello,I have a list in sharepoint in which i want to setup a workflow so that when a user uploads an item in The list and i gets updated, The user gets a notification via email (The notification should be sent when The item he/she uploaded gets updated/modified) without The Need to setup the sharepoint alert.Can You please help?

21 hours ago

HerleenRookie

Nintex for Office 365

Nintex workflow publish error

I am unable to publish a nintex workflow i have created. It was working till 25th Jan/23, but post that I am not getting automated emails as i had set up in the workflow.The error is “Due to security enhancement html tags are not supported”

22 hours ago

DavidADScholar

Automation Cloud

Create multiple PDFs (in a loop) and attach all of them to one email

Here’s what I’m trying to do: within a Loop for each action, generate a PDF document - then attach each PDF from the loop to a single email.I’m creating a workflow for an employee incident report (for example, when an employee slips and falls at work). There are three elements to it: the employee’s own report, their supervisor’s report, and one or more witness reports (depending on how many witnesses there were).The employee and supervisor reports are no problem since there is only one of each. For the witness report(s), I’m using the Loop for each action for each witness named. Within the loop, a component workflow is called to get the data from each witness (the parent and child workflows run concurrently). The component workflow data is passed back to the parent, and I use that to create a PDF document for each witness. (I’m not creating the PDF in the child workflow because I don’t believe a PDF can be passed back to a parent.)Once all the reports are generated in PDF, I want to se

22 hours ago

rbachmannNovice

Automation Cloud

Nintex Automation Cloud - Application Lifecycle Management

Hi,I am working on a PoC and need to automatically stage workflows. I am thinking of 2-3 NAC-Tenants (DEV, INT, PROD) where Azure Devops deploys the workflows between the environments.Fortunately, several API endpoints already exist (https://developer.nintex.com/docs/nwc-api-docs/595de848de0f1-activate-a-workflow) but I lack of a way to publish workflows and assign the intended usage (Test, Prod) automatically.Has anybody more experience in this field?Many thanks

1 day ago

Product Forums

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206 topics
476 Replies

Process Discovery

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251 Replies

Process Manager

309 topics
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1847 Replies

DocGen for Salesforce

477 topics
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13 topics
17 Replies

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269 topics
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10 topics
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K2 blackpearl

2095 topics
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News and Guidelines

News

1183 topics
3760 Replies

Community Guidelines

11 topics
1 Reply

Modernization

Upgrade Nintex for SharePoint to Automation Cloud

1 topic
0 Replies

Upgrade Nintex for Office 365 to Automation Cloud

9 topics
15 Replies

Upgrade RPA

0 topics
0 Replies

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