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We got the requirement from client that "Once the Signer clicks the Decline Signature option while signing, I need to update the salesforce record as Declined." Could you share the how can we achieve it in Nintex workflow.


Note: We are using Nintex Docgen to generate Document and using the NWC for capturing the signature , attached the signed document into salesforce records and update the salesforce record.

 

 

Hi @Leslie_sky,



As you're using NWC for signature (I guess you use the Nintex Workflow delivery option, right ?), why not to use the Update record action and the Add attachment to a record action  to update Salesforce back directly within NWC after the signature is completed as shown below : 





The record ID should be sent to Nintex Workflow to know the record to update back. ^^



 



Hope that helps.


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