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Dynamically pull data from excel based on unique field

Hi All, I am trying to pull data dynamically into my word docgen template from an external spreadsheet (static) based on unique Account Number field. The Account N.o field is on my opportunity object ...

In Nintex for Salesforce
  • Posted by Abu
  • | September 14, 2020 06:11
  • Views 388
  • Replies 2

Would like to have macro support in Doc Gen for Salesforce

This is a feature request. It would be really a great feature for doc gen to work with macro-enabled Word Docs. Right now when you try and run a DDP over a macro saved Word Doc in Salesforce, all you ...

In Nintex for Salesforce
  • Posted by mhobizal
  • | August 14, 2018 20:57
  • Views 1403
  • Replies 6

Replicate related record data in same row

Hi All, I am trying to replicate related records in same row rather than creating new rows for each line item. We have 5 Opportunity related objects (Tuesday, Thursday, Friday, Saturday and Sunday) an...

In Nintex for Salesforce
  • Posted by Abu
  • | September 09, 2020 05:17
  • Views 731
  • Replies 3

Child Relationship under Group Copy Type

Hello, I have a use case where we want to show rows grouped by a field; so we created a group copy type relationship. We need to list out all the files name related to each row, but looks like we can'...

In Nintex for Salesforce
  • Views 623
  • Replies 3

Way to sort results from row replication

Hello, I have a question about the replication process and how it replicates the data in salesforce to the templates. As shown in the first photo, I have several contract numbers, from CRP-89476 to C...

In Nintex for Salesforce
  • Posted by benmorris
  • | January 22, 2020 11:53
  • Views 1205
  • Replies 4

Date format tag in multiple languages

My tag <<Today__w>><<Today__ai>>,<<Today__ah>> shows up correctly in English. Are the documentation or any guidance on how to show this tag in multiple languages? ...

In Nintex for Salesforce
  • Posted by kwoods
  • | January 14, 2020 10:22
  • Views 621
  • Replies 1

Tables in SFDC Rich Text Fields

Hello, I have a Rich Text field in SFDC which contains tables. When I generate a Nintex report, table is removed. What I need: What I get: A1 B1 C1 D1 A2 B2 C2 D2 I appreciate your help.

In Nintex for Salesforce
  • Posted by okulaat
  • | October 27, 2019 02:00
  • Views 661
  • Replies 1