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Member since ‎01-21-2019
Nintex Newbie


Latest Posts

How do you get Opportunity Partners with a filter on the role to work in your templat

I've created a test DocGen Package where my primary object is Opportunity. I created a relationship from Opportunity to Opportunity Partner by the OpportunityId. I then tried to set a filter where the...

In Nintex for Salesforce
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  • Replies 2

Mass DocGen Package via List View Button for Lightning

In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.We created it via the button wizard in DocGen Admin. In Lightning, we can no longer use that because it ...

In Nintex for Salesforce
  • Views 2085
  • Replies 5