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Drawloop - How to bring Opportunity Contact Roles on the Field Tagger

  • February 15, 2022
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butlerj
Nintex Employee
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Topic

How to bring Opportunity Contact Roles on the Field Tagger

 

Answer

  1. Go to your Document Package that starts on the Opportunity object
  2. Create a new relationship
    1. Type: Salesforce Option
    2. Related by (What you have): Opportunity
    3. Relationship (What you want): Opportunity Contact Role
    4. Related by: Opportunity ID (Related List)
  3. Save
The Opportunity Contact Roles will then appear on the Field Tagger, and have the option to create tags based on the specific contact roles
 

 

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