DavidStephen
Member since ‎08-17-2017
Nintex Employee

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Stop copying and pasting data out of Salesforce

Control C Control V Control C Control V Control C Control V Control C Control V… When there is more than 4 fields to copy data out of any system and ...

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Slow Down To Speed Up w/ Logs

So… You have a complicated process to automate. You are going to start building it. Oh… You already built the whole thing? Did you test it? It got an...

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Time To Replicate

Everyone has a different data model in Salesforce. But there are common elements to every use case no matter how complicated. You have Objects, Field...

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With a FORM don’t just add suggestions add RULES

In both personal and business situations… online forms are used to capture and gather data. Sometimes a form asks more then is actually needed or req...

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Why remember When and Why? What is already there!

So whenever you send out this contract please make sure to update the status of the Salesforce Opportunity. Also make sure the correct Sharepoint lis...

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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 P...

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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 sal...

  • By GeriP
  • July 24, 2019  10:00
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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 D...

  • By csims
  • May 02, 2019  14:25
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Issue while sending an Email [Auto Send] from DocG...

I'm facing the issue when sending the email from Drawloop. I have selected the delivery option Email and checked the checkbox Auto-Send. When I'm sen...

  • By SidCA
  • April 10, 2019  00:23
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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 packag...

  • By Nav185
  • April 09, 2019  02:52
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