Hey John Stallings,
Absolutely, you can use a Drawloop Form to prompt the user for a start date and end date then pass those dates into the filter dynamically.
https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/FormFields.htm
For example: colDt_s=<<Contract_Start_Date__a>>&colDt_e=<<Contract_End_Date__a>>
Cheers,
Ryan
Hey Ryan,
Thanks for this. Definitely getting me on the right track. I had a few
follow up questions though. Can you explain or is there any additional
documentation around the filter syntax you provided below?
*For
example: colDt_s=<<Contract_Start_Date__a>>&colDt_e=<<Contract_End_Date__a>>*
I have a Form Step created with two form fields, "Report Start Date" and
"Report End Date", which I would like to use to set the filter dates of my
Salesforce report. I added the ranges (RPRT_START & RPRT_END) to my Excel
file and am using an Opportunity report to pull into the DDP. The
Opportunity report is using CloseDate in the filter criteria and I'd like
to pass the Report Start/End Date form fields into the filter. Can you help
to explain what the filter syntax would look like for this?
I noticed that Form Steps are not yet available in Lightning. Do you know
if this is on the road map for the near future?
Thanks,
John