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Drawloop - Preview Step Help Text to the Delivery Option after Document Generation

  • February 15, 2022
  • 0 replies
  • 38 views

KB_Admin
Nintex Employee
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Topic

How to add custom help text to the Delivery Option.

 

Instructions

Add the desired text to the 'Preview Step Help Text' field.
In the Lightning (LEDD) interface:
 
21499i98FCC3471767E984.png
 
In Salesforce Classic:
If this field is not available in the delivery option, navigate to Setup > Objects > Delivery Option > Download Layout, and then drag 'Preview Step Help Text' from the fields listed above into the layout.
 
 
Expected experience:
 
21500i538558633BE62F51.png