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Merge Fields blank in Salesforce Email Template
Hi All, I have an urgent requirement on automated email with attachment which i am trying to achieve from Docgen. The Problem is that i have used html text and vf template as well but in none of them,...
- Labels:
- DocAutomation
- DocGeneration
- Posted by WolverineX61
- | September 18, 2019 05:55
- Views 433
- Replies 2
Attachments not attached as Salesforce Files with DocuSign
I can't seem to get the files generated with DocGen and DocuSign to be attached as Files even after changing the settings to use Files as the attachment preference. Reason I'm not using Insert-Update...
- Labels:
- DocGeneration
- Posted by kxiong
- | June 27, 2019 09:25
- Views 956
- Replies 3
DocGen Conditional Hide/Show of Table Rows using Google Docs Template
I am using Nintex DocGen (formerly Drawloop) inside Salesforce.com to generate documents based on mailmerging info from various fields and related object's fields. I have a fairly complex set of relat...
- Labels:
- DocGeneration
- Posted by jtonsrud
- | May 31, 2019 17:46
- Views 1087
- Replies 3
Restricted Editing Blocks Doc Generation
When I create a PDF or a Word doc and then restrict the editing on it the doc never gets generated. I am using a URL button to bypass the ddp selection. Any thoughts on what I might be doing wrong.
- Labels:
- DocGeneration
- Forms
- Posted by Jeffrey_Sbonik
- | May 31, 2019 07:20
- Views 617
- 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 919
- Replies 4