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Dynamically pull data from excel based on unique field
Hi All, I am trying to pull data dynamically into my word docgen template from an external spreadsheet (static) based on unique Account Number field. The Account N.o field is on my opportunity object ...
- Labels:
- DocAutomation
- DocGeneration
In
Nintex for Salesforce
- Posted by Abu
- | September 14, 2020 06:11
- Views 175
- Replies 2
Excel Middleware filter syntax
Hi All, I am trying to pull data into my DDP (word template) conditionally based on Account number from an excel sheet. If an Account number (column A) in the spreadsheet matches with the one on Oppor...
- Labels:
- DocGeneration
In
Nintex for Salesforce
- Posted by Abu
- | September 15, 2020 21:41
- Views 250
- Replies 4
Replicate related record data in same row
Hi All, I am trying to replicate related records in same row rather than creating new rows for each line item. We have 5 Opportunity related objects (Tuesday, Thursday, Friday, Saturday and Sunday) an...
- Labels:
- DocGeneration
In
Nintex for Salesforce
- Posted by Abu
- | September 09, 2020 05:17
- Views 346
- Replies 3