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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 required. When a form hides these situational fields f...
- Posted by DavidStephen
- | December 18, 2020 10:01
- Views 184
- Replies 0
Why remember When and Why? What is already there!
So whenever you send out this contract please make sure to update the status of the Salesforce Opportunity. Also make sure the correct Sharepoint list has the same status. Also after everything is sai...
- Posted by DavidStephen
- | November 09, 2020 13:11
- Views 255
- Replies 0
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 284
- 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 479
- Replies 0
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 397
- 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 724
- 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 960
- 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 1705
- 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 1409
- 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 3486
- Replies 12