Hi,
One of the development teams have integrated Nintex with Salesforce and done the following items
1. created Docgen package record w.r.t one custom object
2. set up the delivery options
3. created relationships
We are facing problem in understanding the structure that how these relationship fields are working?
Please find attached snapshot for reference
@bilalashraf What is the record type of your DocGen package?
And do you want to know how all the relationships will work or just the highlighted relationship at the bottom?
Hi,
I have understood the relationship but there is one object named Recipients and i am trying to tag these fields in word document but it return empty values.
I have tried to tag the Recipients fields dl.company.1 and dl.firstname.1 in word document but it did not work. Can you please let me know that how these values gets populated?
Please find the snapshot for reference
+7Are you no longer sending to DocuSign? Those fields will automatically get populated as the person signs.
+7Here is documentation on the DocuSign tags.
https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/TagDocuSign.htm
and a video for more detail
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