DocFather_Ray

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Nintex for Salesforce

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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 1348
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 656
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...

In Community Blogs

Posted by DocFather_Ray
| February 20, 2019 09:48

Views 724
Replies 1

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...

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DocGeneration

In Nintex for Salesforce

Posted by Yes
| January 09, 2020 11:07

Views 123
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 ...

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DocGeneration

In Nintex for Salesforce

Posted by Yes
| January 08, 2020 09:47

Views 214
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...

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DocGeneration

In Nintex for Salesforce

Posted by kxiong
| May 24, 2019 11:47

Views 790
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?