Problem: You are trying to use Nintex Doc Gen’s MassLOOP feature to generate multiple documents and send through DocuSign using Dynamic Name Email. And it just isn’t working… That’s because it’s not supported. Now what? Read below for the work around. Solution: The great thing about Nintex Doc Gen...
Troubleshooting: Why can my user manually run a Doc Package but not via workflow?
Problem: Your user is able to manually run a Document Package via button click but unable to run a Document Package via workflow (automated document package). Solution: Typically this occurs when there is a permissions issue. Navigate to the Profile for the user(s) experiencing this issue and ensure you...
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...
How to Use the Loop.LoopMessage Class in an Apex Trigger
Salesforce developers commonly inquire about the ability to trigger a DDP using custom Apex code. Is this possible? Yes! Below I’ll walk you through the basic setup and provide you with sample code. This example will generate an Invoice template and delivery via email when an Opportunity record is edited...