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DocGen where creating a case is optional

I have a request to create a package where the end user will normally want to have a case created by the package. However, there will be some instances when a case will not be needed. Is there a simpl...

In Nintex for Salesforce
  • Posted by bjj
  • | November 24, 2020 13:06
  • Views 186
  • Replies 0

Force Wrapping of Checkbox Values

I am creating a DocGen that requires three separate fields where the user completing the form can select one of more values. The problem is the values are state names, all 50. When using the inline op...

In Nintex for Salesforce
  • Posted by bjj
  • | June 01, 2020 13:26
  • Views 482
  • Replies 0

Error when attempting to use a related list relationship

I am creating a package on the Account object and need to pull information from the Account Assignment related list and am running into a problem. I've searched and read several articles & how-tos...

In Nintex for Salesforce
  • Posted by bjj
  • | April 30, 2020 14:34
  • Views 644
  • Replies 2

Adding Attachments to a Form

I have a requirement to allow users to attach a file from their desktop when completing a form instead of completing a field. This would allow the user with a long list of accounts to attach an Excel ...

In Responsive Forms
  • Posted by bjj
  • | April 09, 2020 11:12
  • Views 729
  • Replies 1

Unable to Add Note Field to DocGen Form

I am using DocGen version 14.4.0, Salesforce classic and have experienced the same issue in both FireFox and Chrome.I have a complete Document Package that works perfectly. However, the requestor has ...

In Nintex for Salesforce
  • Posted by bjj
  • | March 13, 2019 13:04
  • Views 1144
  • Replies 1

Can a document package be tracked to determine usage?

We would like to know how frequently certain document packages are used. These packages do not store the document in a common folder. Is there any way to determine how many times a package is used in ...

In Nintex for Salesforce
  • Posted by bjj
  • | May 14, 2018 13:26
  • Views 841
  • Replies 0

Trouble Tagging Task Related To Field

I am creating a form that will be associated with the Task object. I have a relationship between the Task and the Account because the tasks will be on the accounts. On the form, I'm trying to pull in ...

In Nintex for Salesforce
  • Posted by bjj
  • | April 11, 2018 13:25
  • Views 645
  • Replies 0