DocFather_Ray

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Using Pivot Charts in a Drawloop Package

Any Drawloop user in the Salesforce ecosystem knows that Nintex can deliver powerful document automation using data in Salesforce. This automation typically includes point-to-point value to document m...

In Community Blogs

Posted by DocFather_Ray
| June 15, 2020 11:16

Views 97
Replies 0

Automate Chrome or IE tasks with Nintex RPA

If you have a requirement to automate tasks with Chrome or Internet Explorer, Nintex RPA can help you out. Nintex RPA allows you to configure actions that will replicate clicks, keystrokes and copy me...

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Nintex RPA

In Community Blogs

Posted by DocFather_Ray
| April 13, 2020 21:32

Views 293
Replies 1

Approval by Starting Character in a String

In my role as a sales engineer, I come across many unique use cases that are new to me but may apply to other organizations. The subject of this blog involves a prospect that wanted to have approvals ...

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Nintex Workflow Cloud

In Community Blogs

Posted by DocFather_Ray
| March 03, 2020 12:16

Views 255
Replies 0

What's New: Drawloop Action for Process Builder

Introduction In the 15.5 release of Nintex Drawloop DocGen for Salesforce, we introduced new components for DocGen and Salesforce Admins to configure automatic docgen runs using Process Builder (PB) o...

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Nintex for Salesforce

In Community Blogs

Posted by DocFather_Ray
| May 29, 2019 08:34

Views 1716
Replies 0

A Hidden Gem: Drawloop Components

Did you know that Drawloop DocGen can store all of your legal and non-legal content in it’s app and push the content into your templates at runtime with hide-display rules applied? This could generate...

In Community Blogs

Posted by DocFather_Ray
| May 10, 2019 11:48

Views 794
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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...

Labels:
DocGeneration

In Nintex for Salesforce

Posted by Yes
| January 09, 2020 11:07

Views 322
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 ...

Labels:
DocGeneration

In Nintex for Salesforce

Posted by Yes
| January 08, 2020 09:47

Views 581
Replies 2

Pull Contact details from Multiple Recipients into DocuSign?

Is it possible to pull Contact details for multple users onto a template for DocuSign? For example, I have an Approver and a Signer but I only want to pull the Title of the Signer onto the template. T...

Labels:
DocGeneration

In Nintex for Salesforce

Posted by kxiong
| May 24, 2019 11:47

Views 1145
Replies 1

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?