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Nintex Newbie

End User to select a specific date instead of using "Today"

Hello,

 

Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific date criteria e.g. Invoice Date = 01/01/2020? Document is in excel.

 

Thanks.

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Nintex Employee
Nintex Employee

Re: End User to select a specific date instead of using "Today"

@Yes 

 

You can do this with a 'Form' type Document Package. You can create a form field on the package for the date value. User's would populate this field prior to generating the package. Then you would use the tag for the form field in your relationship or SOQL query so that the results are only for the date value.

 

Form fields: https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/FormFields.htm%3FTo...

 

Best,

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Nintex Newbie

Re: End User to select a specific date instead of using "Today"

@DocFather_Ray I will try this out. Thanks.

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