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How to Create Checkboxes for Child Object Rows using Nintex+DocuSign

  • February 23, 2019
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I'm using Nintex for Salesforce along with DocuSign for Salesforce. My objective is to create a Nintex document that displays individual opportunity line items in a table with checkboxes that allow customers to indicate which products they'd like to purchase. When a customer "checks" or "unchecks" these boxes, I'd like their selection to "write back" to a custom checkbox field on the corresponding Opportunity Product in Salesforce.

 

Is this possible with Nintex+DocuSign? Thank you in advance for any guidance you can provide!

Best answer by DocFather_Ray

Hi,

 

This is possible, but a majority of the setup would be in DocuSign connect since the recipient would be completing the needed information. You'd have to setup "opportunity product" as an object in DocuSign connect and drive selections off the checkbox secure fields (or custom fields as DocuSign refers to them). Make sure you put your secure fields in the Nintex template. The downside to this approach is that it will not scale to infinite so you'd have to set a limit on the number of products that can update. You may want to refer to their connect material here:

 

DocuSign Connect for Salesforce

 

The Nintex piece would be just defaulting the secure fields with the Salesforce data by incrementing the tags. <<OpportunityLineItem_Checkbox>>, <<OpportunityLineItem_Checkbox__1>>, <<OpportunityLineItem_Checkbox__2>> etc. Here is some documentation:

 

Nintex Secure Fields for DocuSign

 

Best,

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    DocFather_Ray
    Nintex Employee
    • DocFather_RayNintex Employee
    • Nintex Employee
    • 41 replies
    • Answer
    • February 26, 2019

    Hi,

     

    This is possible, but a majority of the setup would be in DocuSign connect since the recipient would be completing the needed information. You'd have to setup "opportunity product" as an object in DocuSign connect and drive selections off the checkbox secure fields (or custom fields as DocuSign refers to them). Make sure you put your secure fields in the Nintex template. The downside to this approach is that it will not scale to infinite so you'd have to set a limit on the number of products that can update. You may want to refer to their connect material here:

     

    DocuSign Connect for Salesforce

     

    The Nintex piece would be just defaulting the secure fields with the Salesforce data by incrementing the tags. <<OpportunityLineItem_Checkbox>>, <<OpportunityLineItem_Checkbox__1>>, <<OpportunityLineItem_Checkbox__2>> etc. Here is some documentation:

     

    Nintex Secure Fields for DocuSign

     

    Best,

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    - DocFather Ray (Please accept response as solution if the post solves your question. Thanks!)
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    • nwcs
    • Author
    • 1 reply
    • February 27, 2019
    Thanks for the quick response.
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