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    Nintex Knowledge Base

    Unable to see the option for "Specify the contact to use for the Document Package"

    Summary
    When trying to run a custom object Document Package, the option to select a contact to use is not available in the Document Package page layout

    Solution
    Please note that the contact is not associated automatically for custom objects. In order to add the contact parameter in the "Run Document Package" button, we recommend the following:

    1. Navigate to the Test Record (View Fields | Buttons, Links, and Actions)
    2. Edit on “Run Document Package” button
    3. Add the following parameter:

    &accountId=[Account ID]
    or 
    &opportunityId=[Opportunity ID]

    For example, a custom object is called “Country__c” and the button code behind should look as follows:

    /apex/loop__looplus?sessionId={!$Api.Session_ID}&eid={!Country__c.Id}&accountId={!Country__c.AccountID__c}
     
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