I am creating a word doc and tagging fields from Salesforce. I created a table and followed a youtube video. Please see attached for details.
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Salesforce merge word document - no data coming into my table
+2Best answer by ryan_oleary
So the first thing that immediately pops out at me is that you have an Alias on your relationship but you are not using the Aliased tags in your document. In the field tagger make sure to select your alias then update the tags in your document.
Cheers,
Ryan
- Nintex Employee
- Nintex Employee
- Answer
So the first thing that immediately pops out at me is that you have an Alias on your relationship but you are not using the Aliased tags in your document. In the field tagger make sure to select your alias then update the tags in your document.
Cheers,
Ryan
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+2Do I need Alias? If so, I would make
<<Individual_Guarantor_Start>><<Individual_Guarantor_Individual_Guarantor>> to
<<Row_Start>><<Row_Individual_Guarantor>>
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- Nintex Employee
Assuming these <<Row_Start>><<Row_Individual_Guarantor>> are the tags from our Field Tagger, then yes.
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+2Ryan- I am trying to set up a signature tree, where the signature block is added in order for several recipients. Every agreement sent out may require a different amount of signers. So I assume similar to rows. Do you think you may be able to help me with that? If so I can provide more detail to your own email address. Thanks so much- Jami
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