Topic

Add a Contact Selection dropdown on the DocGen run page for Custom Objects

Additional Information

• The dropdown selection shows on standard objects by default, as it has a standard Account field
• The Contact selection list populates from the specified Account
• The Contact selection does not Support the Related Contacts / AccountContactRelation
  • UserVoice:  Support Account Contact Relationship Salesforce Object
• The parameter for an Account is: &accountid={!SF_merge_field}
• Additionally, you can pass a Contact id in the button to specify any contact. 
• The parameter for a Contact is: &contactid={!SF_merge_field}

Instructions

Create a Custom Button: https://help.nintex.com/en-US/docgensf/Troubleshooting/ClassicExperienceButtons.htm

Button Field Reference: https://help.nintex.com/en-US/docgen/docservices/docgen-sfdc/Services/setup/ButtonWizardReference.htm

1. Navigate to the Custom Object 

2. Select Buttons, Links, and Actions

3. Create the base button. /apex/loop__looplus?eid={!custom_object_1__c.id}

4. Add the &accountid= or &contactid= with the desired merge fields.

5. Save and add button to the Page Layout.

Expected result: