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Member since ‎05-31-2019
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Restricted Editing Blocks Doc Generation

When I create a PDF or a Word doc and then restrict the editing on it the doc never gets generated. I am using a URL button to bypass the ddp selection. Any thoughts on what I might be doing wrong.

In Nintex for Salesforce
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  • Replies 1

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Account Owner Tag Not Pulling in Owner but rather user

I am using the field tagger for the account owner Name, Email, and phone on a custom quote object. When I generate the quote it just pulls in me as the user and not the account owner, thoughts?

In Nintex for Salesforce
  • Views 1177
  • Replies 4