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Package attachments

When creating document packages on an oppty and attaching documents, rather than giving me the oppor...

  • Views 113
  • Replies 0
  • Kudos 0

Lightning Experience DocGen Designer - Beta Detail

IntroductionInthe 15.0 update of the Nintex DocGen for Salesforce application, released December 21,...

  • Posted by SamSysum
  • | November 27, 2018 16:30
  • Views 1578
  • Replies 1
  • Kudos 1

SOQL row replication to Excel duplication

I have a fairly straightforward SOQL query to pull Opportunity Line Items:select Id, Quantity, UnitP...

  • Views 176
  • Replies 2
  • Kudos 0

Preview and edit before pdf generation

Is it possible to preview and edit documents just before pdf are generated and stored for sobjects u...

  • Posted by dipankar
  • | September 24, 2019 02:41
  • Views 152
  • Replies 1
  • Kudos 0

Automate Outbound message

Hi all, I have observed that the Attachment created automatically by workflow and OB message scenar...

  • Views 147
  • Replies 1
  • Kudos 0

Need a more efficient merging process for large vo

A fairly straightforward document use case is still taking an unacceptable amount of babysitting. Pl...

  • Views 331
  • Replies 2
  • Kudos 0

Users receiving a "0% Queued" when running a packa

Hello! I have an internal user that ran a DocGen package (to generate an invoice/receipt), and they ...

  • Posted by akuharich
  • | September 20, 2019 08:39
  • Views 133
  • Replies 1
  • Kudos 0

Is there a way to password protect a document?

Does anyone know if it is possible to password protect a document using Nintex Drawloop in Salesforc...

  • Posted by mhobizal
  • | September 18, 2019 07:20
  • Views 138
  • Replies 1
  • Kudos 0

Populating Secure PDFs

Hi Everyone, I am at a loss here so Im hoping you all can help. I get the error below when we try an...

  • Posted by wandprog
  • | September 12, 2019 06:22
  • Views 181
  • Replies 1
  • Kudos 0

Merge Fields blank in Salesforce Email Template

Hi All, I have an urgent requirement on automated email with attachment which i am trying to achieve...

  • Views 162
  • Replies 1
  • Kudos 0
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