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Drawloop Field Tagger Basics: Tips Tricks & Relationships
The Field Tagger is the key to using Drawloop effectively. It allows you to reach all the data in your environment and push to your template documents. Once you know the data you are trying to pull yo...
- Labels:
- Nintex for Salesforce
- Use Cases
- Posted by DavidStephen
- | May 29, 2019 12:34
- Views 135
- Replies 0
Using Nintex workflow as a delivery option for Drawloop in Salesforce
For users of Salesforce utilizing Drawloop there are many delievery options that already exist out of the box such as storage, email and eSign options to name a few. There are times when more steps th...
- Posted by DavidStephen
- | March 01, 2019 10:22
- Views 396
- Replies 1
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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 Drawloop save the second DDP as a new version of the f...
- Labels:
- DocGen
- Posted by csims
- | May 02, 2019 14:25
- Views 271
- Replies 3
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...
- Labels:
- DocGen
- Posted by SidCA
- | April 10, 2019 00:23
- Views 293
- Replies 1
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...
- Labels:
- DocGen
- Posted by Nav185
- | April 09, 2019 02:52
- Views 647
- 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...
- Labels:
- DocGen
- Posted by chrishigh
- | April 03, 2019 13:47
- Views 357
- Replies 2
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...
- Labels:
- DocGen
- Posted by Jen
- | February 08, 2019 11:07
- Views 551
- Replies 4