Reformat dates and and numbers when using a Word template using the switch formulas below. To insert a formula: Ctrl+F9To update a formula: F9To toggle all formulas: Alt+F9*Personally, I’ve always preferred to update any formula changes by right-clicking and selecting ‘Update Field’. Description SFDC Value Ideal Format Switch Social...
How to Configure Salesforce Report Date Filters in DocGen Packages
Rather than using “pv0=” to set a Salesforce report filter dynamically with Nintex Drawloop Dcoument Generation, you will need to use &quarter_q=custom which will set the date range of the report to custom. You will then need to use&coldt_s=01/01/2018 and &coldt_e=01/02/2018 to set the start and end date of the Salesforce report filter....