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DavidStephen
DavidStephen
Member since ‎08-17-2017
Nintex Newbie

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Latest Posts

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...

In Community Blogs
  • 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...

In Community Blogs
  • Views 396
  • Replies 1

Participating In

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...

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • Posted by Jen
  • | February 08, 2019 11:07
  • Views 551
  • Replies 4
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