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yaakov
Nintex Newbie

How do I get a lookup field in Field Tagger?

I am building my first DDL.  The main object is Account.  I need to display Contact information (email, phone, etc.) for a contact lookup on the account.  It's not clear to me how to drill up to get additional information.

I'm new.  What's the obvious solution?

Thanks so much!

Yaakov

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Moderator
Moderator

Re: How do I get a lookup field in Field Tagger?

Here is a video that could help.  What you need to do is create a new Salesforce Object relationship in the Document Package.  In your case, you have an account and you need a contact.  Make sure you select "Lookup from what you have" in the "Related by" field. 

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