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)
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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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