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Do you know what you are doing? Are you doing what you are supposed to do?
Do you know what you are doing? Are you doing what you are supposed to do? Workflows can automate a lot of repetitive tasks. Building them with NWC can be a very quick process. The problem is that som...
- Labels:
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Promapp
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | February 14, 2020 14:27
- Views 128
- Replies 0
A temporary fix... Is "Newspaper Automation" a bad fix?
You have a bunch of manual processes and the road may be long to complete and automate everything the way you want. So, do you add a temporary fix in the short term? Is the calorie burn even worth it?...
- Posted by DavidStephen
- | January 13, 2020 12:38
- Views 336
- Replies 0
If you have Nintex Drawloop why are you not using insert-updates?
I recently attended the Dreamforce event in San Francisco. While there and speaking with new/current customers... something became clear. There is an AMAZING feature that is not commonly used by our c...
- Labels:
- Nintex for Salesforce
- Posted by DavidStephen
- | December 13, 2019 12:27
- Views 399
- Replies 0
Conditional Processes & Approvals
With any automated process that contain approvals sometimes they can be conditionally needed to speed things up. For example, in a sales type use case let's say a Rep is allowed to give a 10% discount...
- Posted by DavidStephen
- | August 26, 2019 12:27
- Views 312
- Replies 0
Verify Data & Make Approvals faster by Assigning Tasks in Workflows.
Assigning a task in Nintex Workflow Cloud or NWC is a great way to speed up the part of a business process where a human interaction is needed to get to the next step. Examples like approvals for quot...
- Labels:
- Nintex Workflow Cloud
- Posted by DavidStephen
- | July 12, 2019 21:38
- Views 541
- 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 244
- 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 501
- 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 1010
- 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 822
- 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 2126
- Replies 12