Problem: The Sales Manager of XYZ Consulting currently uses Nintex Drawloop Document Generation to generate a monthly sales report for each active Account in Salesforce. Each generated report is then emailed to the Account Owner. They would like to keep an archive of these reports on the Account record...
Embedded Signing: Route via Client Code
If you read my previous post regarding the Nintex Drawloop + DocuSign ‘Embedded Signer’ feature, you know its pretty slick. What if you want to set up TWO embedded signers? First, you will need to navigate to your second recipient option and set the Embedded Signer field to ‘Route...
How to create a Task and attach the generated document
A common Nintex Drawloop use case involves the need to create a completed Task when the DocGen Package is ran and automatically attach the generated document to the newly create Task record. In order to do this you will need TWO Insert-Updates. The first Insert-Update is used to create...
What are these DocuSign Recipient Types within Nintex Drawloop?
If you use Nintex Drawloop + DocuSign you have probably using the Signer recipient type and are wondering what the different recipient Types are and when they can be used. Below we break down what each recipient Type does and provide use case examples: Agent If you do not...
LOOP Storage: How to customize the number of rows displayed
To customize the number of rows displayed within your LOOP Storage inline visualforce page use add the following syntax to your VF page: Below is an example of the entire inline visualforce syntax which will display 7 rows of records on our custom Payments object:...
Automated Document Generation with Nintex Drawloop
Many people would like to automate the document generation process when an action is taken such as a field is updated. This can be done by configuring Nintex Drawloop to use a workflow and outbound message. This is often called at automated DDP. Use the detailed guide below to...
Cloudforce and Drawloop
Add the parameter below to your ‘Generate Documents’ button if you are using Nintex Drawloop in a Trialforce org in order to avoid errors....
Drawloop Button: Specific error for multiple criteria
Problem: Members of the Sales Team must fill in the Next Step and Campaign fields on an Opportunity in order to generate a Quote document using Nintex Drawloop Document Generation. If the ‘Generate Documents’ button is clicked and one of the fields is blank an error message specifying the...
Drawloop Button: Lock ‘Generate Document’ button until approval is given via an approval process
Problem: You would like Users to generate a document ONLY after the record has gone through an approval process. Solution: After configuring the Salesforce approval process, create a custom button using the sample syntax below:...
Drawloop Button: Grab attachment with specific name for generated document package
Problem: You only want Users to be able to generate a document when an attachment with a specific name exists for that record. Also, the attachment should be included in the generate document package. Solution: After configuring the Salesforce approval process, create a custom button using the sample syntax...