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

Salesforce Relationships

Hi,

 

One of the development teams have integrated Nintex with Salesforce and done the following items

 

1. created Docgen package record w.r.t one custom object

2. set up the delivery options

3. created relationships 

 

We are facing problem in understanding the structure that how these relationship fields are working?

 

Please find attached snapshot for reference

 

Labels: (3)
0 Kudos
Reply
5 Replies
DocFather_Ray
Nintex Newbie

Re: Salesforce Relationships

@bilalashraf What is the record type of your DocGen package? 

 

And do you want to know how all the relationships will work or just the highlighted relationship at the bottom?

0 Kudos
Reply
bilalashraf
Nintex Newbie

Re: Salesforce Relationships

Hi, 

 

I have understood the relationship but there is one object named Recipients and i am trying to tag these fields in word document but it return empty values.

 

I have tried to tag the Recipients fields dl.company.1 and dl.firstname.1 in word document but it did not work. Can you please let me know that how these values gets populated?

 

Please find the snapshot for reference

0 Kudos
Reply
Moderator
Moderator

Re: Salesforce Relationships

Are you no longer sending to DocuSign?  Those fields will automatically get populated as the person signs.  

0 Kudos
Reply
bilalashraf
Nintex Newbie

Re: Salesforce Relationships

Can you please provide me any reference link?

0 Kudos
Reply
Moderator
Moderator

Re: Salesforce Relationships

Here is documentation on the DocuSign tags.

https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/TagDocuSign.htm

 

and a video for more detail

 

[video]

 

0 Kudos
Reply