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Want to trigger Dynamic Documents to run based on a Condition in Salesforce?
Want to trigger Dynamic Documents to run based on a Condition in Salesforce? Of course you do! There are many ways to accomplish this. Let’s talk about doing it with Nintex Workflow Cloud or NWC. The...
- Posted by DavidStephen
- | October 01, 2020 12:03
- Views 153
- Replies 0
Use NWC to Move Some Data
Moving data with Nintex Workflow Cloud or NWC can be a very simple setup. This is a very common need and use case for Nintex. I have data in one system and when it hits a certain stage or status sync ...
- Posted by DavidStephen
- | August 04, 2020 13:00
- Views 340
- Replies 1
What is the real calorie burn needed to make my documents automated?
What is the real calorie burn needed to make my documents automated? This is always a fair question I consider when I demonstrate Nintex Drawloop for Salesforce. “I have a unique scenario.” “We have a...
- Posted by DavidStephen
- | July 09, 2020 10:27
- Views 301
- Replies 0
What is the status of this contract? - A users perspective.
What is the status of this? At what stage is that? Who is taking so long to sign? Where did this go? Why did this get sent back? All common questions one can get during any business process. When addi...
- Labels:
- Nintex for Office 365
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | June 10, 2020 10:40
- Views 313
- Replies 0
Stop recreating repetitive steps with Workflow. Simply call a workflow that already e
When you start to go down your automation journey a common thing exists. You have parts of the same exact process in many different scenarios. Nintex has a way to avoid recreating the same work over a...
- Labels:
- Nintex for Office 365
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | May 22, 2020 09:13
- Views 392
- Replies 0
Participating In
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...
- Labels:
- DocGeneration
- Posted by markoulakis
- | October 30, 2019 09:10
- Views 587
- 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...
- Labels:
- DocGeneration
- Posted by GeriP
- | July 24, 2019 10:00
- Views 835
- 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...
- Labels:
- DocGen
- Posted by csims
- | May 02, 2019 14:25
- Views 1527
- 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 1253
- 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 3202
- Replies 12