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ymshell000
ymshell000
Member since ‎05-23-2016
Nintex Newbie

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Latest Posts

Set the Description on Attachements

I'm looking to set the "Description" field on the attachment record when attaching a document to the Salesforce record it is run off of.My use case is a pdf that I am attaching to an Opportunity. I'd ...

In Nintex for Salesforce
  • Views 891
  • Replies 2

Custom docusign DDP tags

Hey there,I have Docusign DDP tags in my contracts which provide the customers the designated spot/s for them to sign in.I'd like to add additional fields to my DDP templates where the customer should...

In Nintex for Salesforce
  • Views 1252
  • Replies 2

Participating In

check box field if checked pull to word doc

I have a few fields on my opportunity that have a check box next to them.If that check box is selected, I would like to add a sentence/paragraph to a word document.This is around services rendered. We...

In Nintex for Salesforce
  • Posted by mcswegin
  • | June 12, 2018 14:35
  • Views 1276
  • Replies 1

DocuGen markup for DateTime field with Insert-Updates

I found <<Today>> in the markup, but that seems to only include the Date. I rather need the DateTime. What is the markupfor the currentDateTime rather than just a Date?

In Nintex for Salesforce
  • Posted by tbruce
  • | May 29, 2018 09:36
  • Views 1471
  • Replies 6

automating the email To and Subject

We intend to automate the generation of emails. No buttons for users to click. Once the data meets the correct criteria, the email is to be sent. Using Outbound Messages and workflow. To do this, I ne...

In Nintex for Salesforce
  • Views 1483
  • Replies 4

drawloop next parameters email delivery

I am having issues with using Drawloop Next fields for email delivery. What are the parameters I can use to have a dynamic "To" address for each email delivery?

In Nintex for Salesforce
  • Posted by tkclaw
  • | December 11, 2017 07:43
  • Views 691
  • Replies 1

Using custom fonts in Drawloop Word templates?

I'm seeking to use DrawLoop to generate documents that conform with my company's style guide. This includes using Word stationery with a specific nonstandard font (Cronos Pro). I have the font files a...

In Nintex for Salesforce
  • Posted by Anonymous
  • | December 08, 2016 08:34
  • Views 1135
  • Replies 2
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