Nintex for Salesforce Forum

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creating client feedback form to use in Salesforce...

Please help. I am trying to determine what the ideal starting point for us to build out forms. For our client feedback forms, I want to sto...

By ky1117sg
July 07, 2020 20:37

Nintex for Salesforce Forum

Running the Soql query inside the Row replication

We have a requirement in which we need to run the SOQL query inside the Row replication . We need the value of row replication inside of SOQL quer...

By umer
July 02, 2020 05:20

Nintex for Salesforce Forum

Pre-Populate Nintex Start Event: Form Fields With ...

Would like to have some of our customers fill out forms via Nintex. The workflow will perform writebacks to Salesforce with Form data. For some of th...

By jwCbank
June 24, 2020 15:17

Nintex for Salesforce Forum

Lightening Component filter on case and contact

Hi All, I am pretty new to DocGen and have now created a few packages. I have added the lightening component to our Case page layout and wa...

By JohnSl
June 24, 2020 14:46

Nintex for Salesforce Forum

NintexSign - Attach completed document to Salesfor...

Hi, I am sending a document out to users to e-Sign through DocGen - AdobeSign delivery option. Is there a way I can get the Salesforce Record t...

By rnkw1
June 24, 2020 09:49

Nintex for Salesforce Forum

Can multiple report filters be used for one report...

I have a DocGen that is run from the account page using multiple Salesforce reports, each with a filter on the <<Account_External_Reference>...

By Lou
June 19, 2020 03:53

Nintex for Salesforce Forum

How to improve the speed of a DocGen which has lot...

I currently have a docgen package which uses a lot of images to create the report. It takes a lot of time to be generated. I was wondering if there i...

By reemitap
June 03, 2020 10:55

Nintex for Salesforce Forum

We had few cases in which documents were not gener...

We had few cases in which documents were not generated.The Status keeps on saying that 'GENERATING'

By shoaibTariq
June 02, 2020 22:02

Nintex for Salesforce Forum

Force Wrapping of Checkbox Values

I am creating a DocGen that requires three separate fields where the user completing the form can select one of more values. The problem is the valu...

By bjj
June 01, 2020 13:26

Nintex for Salesforce Forum

Using Opportunity Line Item Schedules

I have a need to create a table that adds the Opportunity Product Schedules by product. I have managed to get the schedules to show (finally), but I ...

By cnunemaker
May 30, 2020 16:51

Nintex for Salesforce Forum

MIssing contact when searching for DocGen Package

Using the Salesforce DocGen I am unable to locate a specific contact on an account. I am able to find other contacts with nearly identical data fo...

By Solarloans
May 01, 2020 11:30

Nintex for Salesforce Forum

Error when attempting to use a related list relati...

I am creating a package on the Account object and need to pull information from the Account Assignment related list and am running into a problem. I'...

By bjj
April 30, 2020 14:34