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What's New: Drawloop Action for Process Builder
A button-click is the most common way Drawloop is used to generate document outputs. This method requires a Salesforce user to login to Salesforce, navigate to a record where a majority of the data is...
- Labels:
- Nintex for Salesforce
- Posted by DocFather_Ray
- | May 29, 2019 08:34
- Views 1072
- 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...
- Labels:
- Nintex for Salesforce
- Tips & Tricks
- Posted by DocFather_Ray
- | May 10, 2019 11:48
- Views 494
- Replies 0
Using Nintex Forms to create Salesforce data
For users of the Salesforce echo system, there are often scenarios where data is required to complete a process within a Salesforce app. Whether it’s Sales Cloud, Service Cloud, CPQ or a third-party a...
- Labels:
- Nintex for Salesforce
- Use Cases
- Posted by DocFather_Ray
- | February 20, 2019 09:48
- Views 541
- Replies 1
Participating In
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
- Posted by kxiong
- | May 24, 2019 11:47
- Views 502
- 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?
- Labels:
- DocGeneration
- Posted by jeffreysbonik
- | May 24, 2019 05:32
- Views 607
- Replies 4
Schedule DocuSign Envelopes?
Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?
- Labels:
- DocGeneration
- Workflow
- Posted by kxiong
- | May 23, 2019 10:09
- Views 353
- Replies 1
multiple if statements
Facility( picklist Field) with Chicago,Las vegas,HoustonSo If facility = 'Chicago' display the AddressIf facility = 'Las Vegas' display the addressIf facility = 'Houston' display the addressHelp Pleas...
- Labels:
- DocGen
- Posted by Yvonne
- | May 16, 2019 13:41
- Views 685
- Replies 2
Nintex Workflow Cloud for Salesforce
Hello I am creating a workflow for the first time and I am trying to Query the Salesforce so I can reterive the receipient email addresses from the Salesforce. But I am not sure where to store the que...
- Labels:
- Workflow
- Posted by Dhana
- | May 16, 2019 12:07
- Views 584
- Replies 1