I am using Nintex to create an invoice snapshot. When the button is clicked a document is created that has all the invoice line items. If some of those line items are rejected or ineligible, I need Nintex to not add them to the snapshot. I have tried adding a filter to the relationship for Line Items but it is still returning five lines instead of four. (One was rejected)
Solved
Add only record data that is not rejected or ineligible
+1Best answer by Brent_Doc
Hi
Filtering out records based on Salesforce data should have worked. Can you email Support@nintex.com and provide the following?
1. Org ID:
2. Login access (see instructions below):
3. URL Link to Document Package:
4. URL Link to test record:
5. Detailed steps to replicate this issue (Button Selection):
6. Permission to Clone Document/ Document Package/ Record for testing.
Grant Subscriber Access to Nintex Support:
https://community.nintex.com/t5/Nintex-Drawloop-DocGen/Drawloop-Grant-Login-Access-to-Nintex-Support/ta-p/218295
+12- Nintex Employee
- Answer
Hi
Filtering out records based on Salesforce data should have worked. Can you email Support@nintex.com and provide the following?
1. Org ID:
2. Login access (see instructions below):
3. URL Link to Document Package:
4. URL Link to test record:
5. Detailed steps to replicate this issue (Button Selection):
6. Permission to Clone Document/ Document Package/ Record for testing.
Grant Subscriber Access to Nintex Support:
https://community.nintex.com/t5/Nintex-Drawloop-DocGen/Drawloop-Grant-Login-Access-to-Nintex-Support/ta-p/218295
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