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Member since ‎12-10-2015
Workflow Hero


Latest Posts

Migration Not Migraine

All of yourdocuments are tagged, delivery options have been configured, now it's time to move that newly created Drawloop Document Package from one org to another but how? The good news is, Nintex has...

In Community Blogs
  • Views 1013
  • Replies 2

Lightning Ready!

We’ve all heard the phrase “Lightning Ready”, but what does that mean? More importantly, what does that mean for Nintex’s Drawloop? To help shed some “Light-ning” on this (pun intended!), our resident...

In Community Blogs
  • Views 1390
  • Replies 0

Accelerate Sales and Business Results with Nintex Drawloop

Accelerate Sales and Business Results with Nintex DrawloopJoin Andrew Swanson and David Stephen from the Drawloop team and learn how Sales Cloud customers have transformed document generation into a d...

In Community Blogs
  • Views 296
  • Replies 0

Participating In

Output filename on DDP record

Our existing Output Filename fields for DDPs are tagged in the following naming convention:DocuSign - <<Contact_LastName>>, <<Contact_FirstName>> Employment Agreement <<T...

In Nintex for Salesforce
  • Posted by kadams
  • | April 24, 2018 15:25
  • Views 184
  • Replies 1

Using SOQL to replicate tables and rows

I've used SOQL to successfully build a relationship between my main object and child objects through a junction object. Each of those children has children, so I want to use the SOQL relationship to r...

In Nintex for Salesforce
  • Views 750
  • Replies 5

DocGen Security

Hi Folks,I am hoping that someone could shed some light on this for me.We tried to get DocGen turned on at out company and the security group would not allow it as data (document content) is supposedl...

In Nintex for Salesforce
  • Views 268
  • Replies 4

Minimize spacing between copy type group

Is there a way to minimize spacing between groups in word?I have group type on quote line items, grouped by name because this seems to be the only way to avoid duplicate quote line items name on the d...

In Nintex for Salesforce
  • Posted by jdismuke
  • | January 16, 2018 09:38
  • Views 259
  • Replies 1

SOQL query with Lead Owner

I am building a SOQL query that pulls Lead information from many records, to populate a Word document template. I am trying to filter the data by Owner. I can't seem to figure out how to name the owne...

In Nintex for Salesforce
  • Views 617
  • Replies 3
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