Hi - first time ‘poster’ so please be nice! (and apologies if this has been answered before).
We want to give our Salesforce users the ability to print a report when they are in their report window. I can see that we can do things like schedule a report run and email it to an individual but I don’t want to have to set up every report (with criteria) for every account manager.
How can we set it up so the report printing can be on demand and on the selected report?
Thanks
Terry
Hi
Im not sure your use case would be simple out of the box as Nintex can not put buttons or DocGen Packages on Report object. You would need a different object and use connected data to get the report filters.
you may be able to use a salesforce Flow to help in the use case. I would recommend reaching out to your Account manager and working with a Solution engineer or Professional service for that use case and hear the requirements
Connected data: https://help.nintex.com/en-US/docgensf/Templates/ConnectDataToTemplates.htm
Hi
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