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Nintex Newbie

Email Delivery on a custom Object

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Hi,

 

I have setup a custom button for a custom object list view to mass generate documents for email delivery. I have setup a relationship between the custom object and the contact object but when i go to create the documents it is not finding the relationship and wont let me create the mass generation. Any idea where i am going wrong?

 

Thanks 

Stephen

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Nintex Employee
Nintex Employee

Re: Email Delivery on a custom Object

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@Sgarvey You need to pass the contact id in the url, usually I recommend just have a formula field on the object to pull the id.

 TestObject2 Custom Field_ conid ~ Salesforce - Developer Edition10.png

 

Then in your button you will need pass the contact field parameter below.

TestObject2 Custom Button or Link_ Mass2 ~ Salesforce - Developer Edition05.png

 
 
 

 

 

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Nintex Newbie

Re: Email Delivery on a custom Object

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@leighburke yes that worked perfectly thank you so much. Another quick question, can you use the lightening component on the record for email delivery on a custom object?

 

When i go to send a single email there is no way to add a contact.

 

Thanks 

Stephen

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Nintex Employee
Nintex Employee

Re: Email Delivery on a custom Object

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@Sgarvey  You can use tags on the delivery option to set the contact dynamically, if you need to select from a list of contacts then you would need to use a button.

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