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...
MassLOOP: Automatically Set Email Notification Preference
Overview: Each time you run a MassLOOP in Drawloop Document Generation you will automatically receive email notifications that the process has: Began Completed Encountered an error for one or more records Many users prefer to customize this setting to only receive an email notification when an error is received or when the...
Drawloop Button: Error when a field has no value
Problem:You would like a User to only be able to run a DDP from an Opportunity record if the Type field has a value, otherwise you would like the User to receive an alert stating the Type field must be entered first. Solution:Using JavaScript we will create a custom button...