cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
CSkutnik
Nintex Newbie

Dynamic Images from an Opportunity Field that References a User field

Hey folks- quick question here:

 

We have multiple contract templates (from the .docx Word format) which are owned by multiple directors.

I followed the "https://help.nintex.com/en-us/docgen/docservices/docgen-sfdc/Services/templates/AddImagesRichTextFie..." guide for how to add an Rich Text Field to an object, and then added the image in both Salesforce and Word; that all seems to work just fine.

 

The issue is that each Opportunity has a different owner, and I'd like the template to reference a different signature depending on who the Opp owner is. 

 

My attempt to resolve this was to create a field on the owner's User record called "OwnerSig" and populate it with an image of their signature.  (The field has no restrictive permissions- everyone can see and edit it on all profiles.)

 

My next step was to create a field on the Opportunity object that references "OwnerSig".  I tried to create a Formula Field in the Opp sig to do just this, but the "OwnerSig" field did not populate the list of possible fields that the formula could reference.

 

Is this the right approach to getting DocGen to use a different picture (each of which is derived from a User record) depending on whom the owner of the Opportunity is?

 

Please reach out if I can make it a bit clearer; I'm not sure if I'm explaining it correctly, lol.

 

Thank you!

Labels: (1)
0 Kudos
Reply
2 Replies
CSkutnik
Nintex Newbie

Re: Dynamic Images from an Opportunity Field that References a User field

I should note that I added the placeholder image to the .docx template, as instructed in the linked url.
0 Kudos
Reply
leighburke
Nintex Newbie

Re: Dynamic Images from an Opportunity Field that References a User field

Hi @CSkutnik ,

 

As you are working with the Opportunity object, I would suggest using a relationship to the user object based on the Opportunity Owner.

oppowner.png

You can then use the tag from the lookup realtionship(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/LookupRelationship....) to pull the image.Field Tagger_ 00213016 ~ Salesforce - Developer Edition.png

Let me know if you have any additional questions.

0 Kudos
Reply