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using different objects in single form

  • October 5, 2016
  • 2 replies
  • 12 views

Can you use different object pages into a single from. Example, need info from Contact and Accounts.

How do I do that?

2 replies

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  • Nintex Employee
  • October 12, 2016

Hey Michael,

Absolutely! All you need to do is open up the field tagger and grab the tags for the object you want information from and place them into your document.

For example:

Tag to pull in the Account Name.

<<Account_Name>>

Tag to pull in the Contact Name.

<<Contact_Name>>

Cheers,

Ryan


  • Author
  • October 12, 2016

Let me try that again. It didn't work the first time.

Thanks

Mm