Moderator of
Badges
Latest Posts
OH LETS BREAK IT DOWN - Document Designer: Data
You may have heard of this fun new term we are throwing around called LEDD (Lightning Experience Document Designer). I know that change can be hard so this is the first part of a three part series tha...
- Labels:
- DocAutomation
- DocGeneration
- Posted by ryan_oleary
- | May 30, 2019 14:33
- Views 362
- Replies 0
Thinking Like a DocFather: Where Do I start?
We all need to start somewhere... Figuring out where that is can sometimes be a challenge, luckily I'm here to help. My name is Ryan O'Leary, I'm a Technical Evangelist, and DocFather at Nintex. All o...
- Posted by ryan_oleary
- | March 11, 2019 14:53
- Views 703
- Replies 0
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...
- Labels:
- Install/Uninstall Resources
- Posted by ryan_oleary
- | February 20, 2017 10:17
- Views 1596
- 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...
- Labels:
- Install/Uninstall Resources
- Posted by ryan_oleary
- | April 19, 2017 11:16
- Views 1792
- 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...
- Labels:
- Install/Uninstall Resources
- Posted by ryan_oleary
- | February 21, 2017 13:06
- Views 471
- Replies 0
Participating In
Join the text in the rows to a single cell separated by comma in excel and tag to wor
Hi , I have a requirement in which I have rows of data coming from salesforce and I need to convert the column values to a single cell seperated by comma. For Example: The below data should be popula...
- Labels:
- DocGeneration
- Posted by reenathakre
- | July 08, 2019 07:07
- Views 256
- Replies 1
Using a Relationship for a Checkbox of Yes or No
Hello. I am fairly new at using DocGen through Salesforce.I have a question on the DocGen form I am preparing. It is in relation to a yes or no checkbox.I already have the relationship built, with ali...
- Labels:
- DocGen
- Posted by ThereseB
- | April 10, 2019 08:34
- Views 603
- Replies 2
Translate a numeric value into a checked box in a Word template?
Hi, I have a roll-up summary field on a Contracts object, that counts additional Sites who would be taking advantage of a Contract's pricing. The contract form I'm populating represents this as a chec...
- Labels:
- DocGen
- Posted by chrishigh
- | April 03, 2019 13:47
- Views 717
- Replies 2
Salesforce DocGen Relationship Options Disappearing
The issue I am having is that I create a Docgen Package, I select the following two relationships.After the initial creation though, when I go to add more relationships via Application__c(#1), it disa...
- Labels:
- DocGen
- Posted by srkapaun
- | April 03, 2019 13:15
- Views 653
- Replies 2
Removing decimals in word
Hi,I'm currently working on a form using order products from Salesforce. The order product doesn't allow the removal of decimals in SF, so I am trying to remove them per the customer's request in the ...
- Labels:
- DocGen
- Posted by cnunemaker
- | March 15, 2019 12:32
- Views 1132
- Replies 4