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Which Copy Type should I use??

Hi there! I need to replicate data on a legal document we use. The document uses data from our custom Contracts object as well as our custom Program object. Our sales people can sell multiple Product...

In Nintex for Salesforce
  • Views 357
  • Replies 1

Trigger Nintex doc for signature via Nintex Sign

Hoping someone can point me in the right direction........ I have used workflow and outbound message to automate doc gen against a lead record in salesforce. I have nintex sign and want to auto send/t...

In Nintex for Salesforce
  • Posted by GeriP
  • | July 24, 2019 10:00
  • Views 616
  • Replies 1

File versioning?

Hello! Has anyone been able to handle versioning within Drawloop? For example,if I run a DDP on a Case, and then run it again later, could I have Drawloop save the second DDP as a new version of the f...

In Nintex for Salesforce
  • Posted by csims
  • | May 02, 2019 14:25
  • Views 1191
  • Replies 3

Docgen Error due to rich text field

I am getting an data invalid error due to my rich text field for some records and few records are working fine whenever I am running my docgen package through docgen button present in object layout. B...

In Nintex for Salesforce
  • Posted by Nav185
  • | April 09, 2019 02:52
  • Views 2429
  • Replies 12

Translate a numeric value into a checked box in a Word template?

Hi, I have a roll-up summary field on a Contracts object, that counts additional Sites who would be taking advantage of a Contract's pricing. The contract form I'm populating represents this as a chec...

In Nintex for Salesforce
  • Views 1253
  • Replies 2

Issue while sending an Email [Auto Send] from DocGen package.

I'm facing the issue when sending the email from Drawloop. I have selected the delivery option Email and checkedthe checkbox Auto-Send. When I'm sending an email it's giving me an error.Please help me...

In Nintex for Salesforce
  • Posted by SidCA
  • | April 10, 2019 00:23
  • Views 987
  • Replies 1

Drawloop --> DDP Details --> Advanced (section) --> Data Field (filter)

Hello,I was wondering if there is a way to do multiple filers on a document for drawloop. For example,Section is = "Included if"Data Field = <<A>> <<B>>"contains"Value = "Field...

In Nintex for Salesforce
  • Posted by Anonymous
  • | July 06, 2016 09:08
  • Views 2297
  • Replies 4

Conditional text across multiple opportunity plans

I created an IF statement in Word to return the price of a specific plan, but I can't get it to return the correct info. In testing the formaula to understand why it wasn't working, I tried a simple s...

In Nintex for Salesforce
  • Posted by Jen
  • | February 08, 2019 11:07
  • Views 1260
  • Replies 4