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.
+8
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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