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 Get Awesome Nintex Drawloop Support
...
Use PDF Stamp for Easy Page Numbering
When your DocGen Package contains multiple Word templates with unique footers, adding page numbers can be time consuming. Save time by using the PDF Stamp feature to add page numbers throughout your generated document rather than editing each template file. Configuration: 1. Navigate to your DocGen Package. 2. Scroll...
Nintex Drawloop: 5 Awesome Features (Part 2)
Advanced Optional Documents Automatically include or exclude a document based on a field value. Making work less work… Sort with Previous Allow the user generating the document to change the order of the documents. Can you imagine how useful this is if you are generating PowerPoint slides? Amazing. Pause...
Nintex Drawloop: 5 Awesome Features (Part 1)
Button Wizard Easily create customized buttons to trigger the document generation process. No need to spend hours trying to figure out button parameters and perfect syntax! DocGen Queue Send multiple files (Word, Excel, PPT, PDF) to the DocGen Queue and quickly bundle them into a single document. This is...
Run a DDP Without a Button
Bouncing around in customers orgs all day can sometimes make you feel like a detective. Which button should I click? Why are there three buttons with names suggesting they could all generate documents? Why does this button have pages of code and do I really have to go through it...
Quickly Toggle Between Salesforce Classic and Lightning
App Name: Launch It! by OyeCodeType: Chrome ExtensionPurpose: Click the extension icon to toggle between Salesforce Classic and Salesforce Lightning viewsGet it: Click Here! Comments: Most hacks previously used to get to Salesforce1 now redirect you to Salesforce Lightning (ex: adding one/one.app at the end of a URL). This app appears to have been built...
Easily Convert PDF Files to Word
While working with multiple Salesforce consultants during my time at Drawloop, I’ve found that many times their clients will provide them with a PDF document rather than the original Word files. Whether this is due to the original template getting lost or hard to retrieve due to security concerns, it...