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...
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...
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...
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...