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Hello,

 

Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific date criteria e.g. Invoice Date = 01/01/2020? Document is in excel.

 

Thanks.

@Yes 



 



You can do this with a 'Form' type Document Package. You can create a form field on the package for the date value. User's would populate this field prior to generating the package. Then you would use the tag for the form field in your relationship or SOQL query so that the results are only for the date value.



 



Form fields: https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/FormFields.htm%3FTocPath%3DUse%2520advanced%2520techniques%7CDocGen%2520Forms%7C_____1



 



Best,

@DocFather_Ray I will try this out. Thanks.

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