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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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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
- 1249
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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
- 2105
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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
- 2116
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- 2
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
- 4344
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- 5
Latest Posts
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...
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- Drawloop DocGen
- By DavidStephen
- August 04, 2021 09:21
- 325
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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 ...
- By DavidStephen
- March 03, 2021 12:50
- 493
- 1
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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...
- By DavidStephen
- February 05, 2021 13:03
- 459
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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...
- By DavidStephen
- February 01, 2021 13:21
- 561
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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...
- By DavidStephen
- December 18, 2020 10:01
- 498
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