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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...
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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...
View ArticleDrawloop Button: Lock ‘Generate Document’ button until approval is given via...
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...
View ArticleDrawloop Button: Grab attachment with specific name for generated document...
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....
View ArticleDrawloop 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...
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