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DocFather_Ray
Member since ‎11-01-2017
Nintex Employee

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Latest Posts

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
  • 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...

In Community Blogs
  • 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 ...

In Community Blogs
  • 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...

In Community Blogs
  • 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
  • Views 794
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Participating In

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 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 ...

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...

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?

In Nintex for Salesforce
  • Views 1174
  • Replies 4

Schedule DocuSign Envelopes?

Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?

In Nintex for Salesforce
  • Posted by kxiong
  • | May 23, 2019 10:09
  • Views 808
  • Replies 1
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