Archive: Nintex DocGen for Salesforce Forum

I am using a DDP Form step as a filter for my DDP.  One of the Form Fields is a Checkbox where the user can select 1 to many values as a filter.  I then (want to) pass in the user's selections as a parameter into the WHERE clause of my SOQL query.  This works fine if only 1 response is selected, but if more are selected, the SOQL's WHERE IN clause expects each response to be single quoted and comma separated.  Is there anyway to properly format the string to place single quotes around each response and as well as comma separated between each response?  Or another method to achieve this requirement of selecting 1 to many values and using that in a the SOQL? Thanks in Advance.

We have a custom object button which initiates drawloop.We want to send the drawloop generated documetn to docusign where recepient should be retrieved from one of the fied on  custom object field(Eg field namei s  Email__c  on My_Custom_Object__c)So in recipient we have taken 'Dynamic Name & Email' but we are not sure what needs to be sent as'Recipient Parameter'.

What's the best way format an Excel file to mimick Salesforce's grouping feature in reports? 

Is Drawloop available for Nintex installed on SharePoint 2013 (On Premise)? If not, is there a similar product?

On the DDP Run screen, is there a way to order the DDPs in the selection list?

We've creating a custom button on the Opportunity to run a defaulted DDP given specific criteria. We've combined this criteria into a formula field, Certificate_Agreement__c, that is intended to set the Filter on the DDP. Our button URL looks like this: /apex/loop__looplus?eid={!Opportunity.Id}&accountId={!Opportunity.AccountId}&sessionId={!$Api.Session_ID}=true&filter={!Opportunity.Certificate_Agreement__c} We've ensured that the Filter is set on our DDP. When we attempt to test our button on the Opportunity object with said filter, an error message returns that reads "There are no DDPs for you to run for this object based on your profile or role." Has anyone encountered this error or have awareness of what we might be missing?

Can you use different object pages into a single from. Example, need info from Contact and Accounts.How do I do that?

Trying to make an edit to an existing Run DDP action, but cannot find the template used.

When I set DocuSign as a delivery option in the Drawloop DDP, the user has to enter their password every time that they use that delivery method. Is there a way to configure this so that the user doesn't have to enter their DocuSign password?

Rather than physically storing a document in Salesforce (DDP Generated) is it possible to create a Hyperlink in Salesforce (Opportunity, Account and/or Contact Documents) to documents held on a local server. Thanks, Greg

Hi,I am getting the below error and not able to find solution to enable this feature.Referred release notes: I created a custom setting for Loop settings- it didn't work.Can anyone please help me to enable pause to edit feature?Any kind of help would be appreciated. Thanks,Vidya