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How to add a record owner from Salesforce into a document

  • 11 January 2024
  • 2 replies
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I am trying to add the Opportunity Owner name from Salesforce into my document. I have tried various versions of the field name and nothing is working. Other fields are appearing fine so I guess it’s something specific about the Owner field. Anyone had experience of this?

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Best answer by Brent_Doc 19 January 2024, 02:07

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Hi @EmmaCee23  

Can you give the following tag a try and let me know if that works for you?

 

<<OpportunityOwner_FullName»

 

If not, please feel free to email us at Support@nintex.com and we can take a look at the DocGen Package. 

Thanks!

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Hi Brent,

Yes, that worked. Thank you!

Thought I’d tried every option - but not that one.

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