DavidStephen

Activity Feed

Got a Kudo for Using Excel & Nintex to do calculations in Salesforce. ‎08-10-2021 07:17 AM
Posted Using Excel & Nintex to do calculations in Salesforce on Blog. ‎08-04-2021 09:21 AM
Got a Kudo for Stop copying and pasting data out of Salesforce. ‎03-04-2021 11:18 AM
Posted Stop copying and pasting data out of Salesforce on Blog. ‎03-03-2021 12:50 PM
Tagged Stop copying and pasting data out of Salesforce on Blog. ‎03-03-2021 12:27 PM
Posted Slow Down To Speed Up w/ Logs on Blog. ‎02-05-2021 01:03 PM
Tagged Slow Down To Speed Up w/ Logs on Blog. ‎02-05-2021 01:03 PM
Posted Time To Replicate on Blog. ‎02-01-2021 01:21 PM
Got a Kudo for With a FORM don’t just add suggestions add RULES. ‎12-29-2020 05:57 AM
Posted With a FORM don’t just add suggestions add RULES on Blog. ‎12-18-2020 10:01 AM
Tagged With a FORM don’t just add suggestions add RULES on Blog. ‎12-18-2020 09:56 AM
Tagged With a FORM don’t just add suggestions add RULES on Blog. ‎12-18-2020 09:56 AM
Got a Kudo for Re: Issue while sending an Email [Auto Send] from DocGen package.. ‎12-15-2020 08:28 AM
Kudoed Adding images to an email body in NWC for katie_chu. ‎11-18-2020 09:25 AM
Posted Why remember When and Why? What is already there! on Blog. ‎11-09-2020 01:11 PM
Tagged Why remember When and Why? What is already there! on Blog. ‎11-09-2020 01:02 PM
Posted Want to trigger Dynamic Documents to run based on a Condition in Salesforce? on Blog. ‎10-01-2020 12:03 PM
Tagged Want to trigger Dynamic Documents to run based on a Condition in Salesforce? on Blog. ‎09-29-2020 12:12 PM
Got a Kudo for Use NWC to Move Some Data. ‎08-25-2020 12:17 PM
Posted Use NWC to Move Some Data on Blog. ‎08-04-2020 01:00 PM

Latest Replies

Re: Which Copy Type should I use??

Per the program object is this a one to many child object off the contract? If so to replicate this I would use "Table Replication". This will create...

By DavidStephen
December 13, 2019 09:40

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Nintex for Salesforce Forum

Re: Trigger Nintex doc for signature via Nintex Si...

@GeriP - Is this in regards to the delievery creating the agreement but not autosending it? So it creates the agreement but requires a user to clic...

By DavidStephen
July 29, 2019 10:50

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Nintex for Salesforce Forum

Re: File versioning?

As long as the desitination supports it we would to. For example Saleforce 'content' has version control - as does box.com (both of which we work...

By DavidStephen
May 16, 2019 13:03

2425
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Nintex for Salesforce Forum

Re: File versioning?

@csims - Is the desired outcome when you create the new document the old one is deleted?

By DavidStephen
May 16, 2019 09:28

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2

Nintex for Salesforce Forum

Re: Docgen Error due to rich text field

Did this do the trick? If so please post this as correct or answered.

By DavidStephen
April 10, 2019 11:04

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Latest Posts

Blog

Using Excel & Nintex to do calculations in Sal...

When you want to do a complicated calculation and get it into a document... and into a customers hands do you want to keep the end result? This could...

Labels:
Drawloop DocGen

By DavidStephen
August 04, 2021 09:21

531
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Blog

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 ...

By DavidStephen
March 03, 2021 12:50

677
1
0

Blog

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...

By DavidStephen
February 05, 2021 13:03

585
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0

Blog

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...

By DavidStephen
February 01, 2021 13:21

755
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Blog

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...