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:...