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Yes
Member since ‎12-18-2019
Nintex Newbie

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Fillable Adobe Form as foundation of DocGen Template

Hello, Our current template is a fillable Adobe form that we send out to clients to complete. It does not include AdobeSign tags. It's just a data form. Some of the information is already in Salesf...

In Nintex for Salesforce
  • Posted by Yes
  • | February 13, 2020 15:31
  • Views 354
  • Replies 1

Operators to use to dynamically select templates

Hello, When setting up templates for dynamic selection, how should I complete the section outlined in red below (i.e. what is the operator and what is the value)? I have two scenarios: 1) select templ...

In Nintex for Salesforce
  • Posted by Yes
  • | January 27, 2020 17:17
  • Views 796
  • Replies 4

Final document drops the capitalization (ALL CAPS)

Hello, How do we set the tag so that it respects the ALL CAPS formatting in Word? In the template, we have changed the the tag to the color red and the font ALL CAPS. In the generated doc, the data p...

In Nintex for Salesforce
  • Posted by Yes
  • | January 28, 2020 13:33
  • Views 483
  • Replies 2

End User to select a specific date instead of using "Today"

Hello, Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific date criteria e.g. Invoice Date = 01/01/2020? Document is i...

In Nintex for Salesforce
  • Posted by Yes
  • | January 09, 2020 11:07
  • Views 596
  • Replies 2

Salesforce Relationship WHERE clause

Hello, Am new to Salesforce and Nintex. Need to create a SOQL query and am having trouble with the WHERE clause. The rest of the query works without the WHERE clause. My starting object is Object 1 ...

In Nintex for Salesforce
  • Posted by Yes
  • | January 08, 2020 09:47
  • Views 1013
  • Replies 2
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Participating In

Salesforce Relationship Filter Help

In Salesforce, on a DDP, I need to create a relationship that will filter the child records down to the newest one.To be more specific, I need to get info from the newest Quote that it attached to an ...

In Nintex for Salesforce
  • Posted by Anonymous
  • | April 26, 2016 12:57
  • Views 2910
  • Replies 5