Archive: Nintex DocGen for Salesforce Forum

Each year, the title of one of our events changes (ie 64th, 65th, 66th, etc.).  I am trying to put a sum formula into word that takes the Calendar (also fiscal) year and subtracts 1954, (the first year of the event) to give me an output of 65th Annual Event Name.  Here is an example of the formula I am using in the word formula tool:  =SUM("<<Event_Fiscal_Year>>",-1954).  I am not getting any errors, but I am not getting any output either.  Am I coming at this wrong?  Assistance is welcome. Thank you,Karen Himes

Hello Friends! I have a rich text field in a custom object record where the user inputs an image. I need that image to transfer over to the Drawloop Word doc when "Generate Documents". Any suggestions? Or better yet, is it possible? I would love it if someone could get back to me ASAP as I am on the clock with one of my clients!! Thank you! Shannon

I've used SOQL to successfully build a relationship between my main object and child objects through a junction object. Each of those children has children, so I want to use the SOQL relationship to replicate a table (which works) and a second SOQL relationship to replicate the grandchildren as rows.  However, only the same grandchild record is replicated in the tables.  So it should be Table A has row a and Table B has row b, but what I have is Table A row a and Table B row a. Does that make sense? Any guidance is appreciated!

Hi I am trying to generate a DDP package from within a salesforce community as a community plus login user. I am creating a document and trying to attach to account object. I cretaed sharing rules for the account to give access to the profile and profile has DDP user/admin access. But when I use attacg option and generate the document it throws the following error Error creating attachment for (Account:001W000000umkpoIAA) (insufficient_access_on_cross_reference_entity): insufficient access rights on cross-reference id (ExternalError)Include this Error Id if you contact Nintex Support: 3567b84a-ac7d-4c60-aac3-75e880ac8998 Any thoughts on how to fix the error ? Thanks in advance.Parbati Bose  

Hi All,    I am pretty new to DocGen and have now created a few packages.  I have added the lightening component to our Case page layout and was wondering is there a way once i have pressed the select document package button it can filter the record to the current case then the contact based on the case contact. I have been reading and i believe you can pass these with a classic button but was wondering if it can be done with the component.    Thanks

Is there a way to minimize spacing between groups in word? I have group type on quote line items, grouped by name because this seems to be the only way to avoid duplicate quote line items name on the document. In the document its: <<TestGroup_Start>><<TestGroup_Name>> Results: Test A Test B Test C Expected: Test ATest BTest C

Hi there,   I have a template in word and the final document being generated is also word. There are text fields with hyperlinks on them, however, on the generated report, the links appear not to be active and are not clickable. Could you please let me know what might be the issue?   Regards, S.Aj

My output document has several Rich Text Area fields which can contain multiple images. Since the output document will be emailed to a mailing list, I need the generated document to be less than 5 MB. Is there a way to control/ optimize the size of the images during document generation? Or limit the size of the output document?

Update 2020-Nov-06: Drawloop DocGen v17.0 is now available on the AppExchange. V17.0+ has support for connecting data such as Salesforce Reports, or Excel templates (fka as Excel as Middleware), you can now manage your DocGen Package templates without the need for Adobe Flash. What is changing?   In 2017, Adobe announced the End of Life plans for Adobe Flash. Multiple web browsers have announced that at the end of 2020 they will be removing support for Adobe Flash (Chrome, Firefox, Microsoft Edge , Safari).  You will need to upgrade to the latest version of Nintex Drawloop DocGen to maintain full functionality. What happens after support for Flash is removed?  Once support for Flash is removed from web browsers, the plugin will no longer load, preventing you from interacting with previously available web experiences that made use of the Flash technology.   You may already experience something similar now when using Chrome where it prompts you to Allow access.What does the removal of Fl

Hi, I want to display different objects fileds of different recordtypes in DrawLoop word document using Apex(Salesforce).  Please help how to write a wrapper class to pick all the required fields under one list data type using Apex relationsips in Drawloop.

Hi, When I execute the apex code to generate a Drawloop document using Loop.loopMessage works when I am in Salesforce classic but not if I trigger the logic in Lightning. I keep getting the error: "The included Salesforce Session Id is invalid or has expired.  If you continue to receive this error, please have your salesforce.com administrator verify that ""Lock sessions to the IP address from which they originated"" is not checked in your Salesforce security settings: Setup -> Administrative Setup -> Security Controls -> Session Settings" I have checked and we don't have this option checked. Do you know what else could it be?

In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.  We created it via the button wizard in DocGen Admin.  In Lightning, we can no longer use that because it is JavaScript. How is anyone else accomplishing mass generation of documents now that you are on Lightning? I temporarily have my user switching back to Classic to use the button...this is not a process that I want to continue. Any help/input would be much appreciated!

I have a quote in Salesforce with 10 line items. These fall into 2 sepertate categories (payed once or payed monthly, defined by a checkbox for "payed once" in salesforce). In my Word template I have 2 tables. The first one should display all products that are payed once. The second one should only display the products that are payed monthly.This basically works, but both tables have 10 rows. In table 1 there is no data in rows 7, 9 and 10. In the second table rows 1-6 and 8 are empty. Instead of having empty table rows, I don't want to have table rows at all for products that should not be displayed. Table 1 should have 7 rows of which none are empty. Table 2 should have only 3 row (non empy). How do I make the entire table row conditional (inside an IF formula field in Word) instead of just the content of a cell?Problem 2: Make a whole table conditionalThe entire quote word template actually has 4 tables. 1 and 2 diplay prices when de client wants to buy the products.Table 3 and for

I've set up Salesforce Partner Communities for my client, however the DDP button on a custom object is not functioning.  I've switched the licenses over to the partner users, given read and edit access to all of the Nintex package custom objects, and have selected the required system permissions (as outlined in the Nintex Doc Gen documentation) using a permission set. When the DDP button is clicked, it goes to a page saying the community is "Down for Maintenance".  Does anyone have any insight as to how I can get this to work?  Thanks

I have a Drawloop document that includes 3 Sertifi signatures on the 1st page, and a 4th Sertifi signature on the second page. The user wants to send only page 1 to the 1st 3 signers in sequence, then send both pages, with the first 3 signatures included on the first page, to the 4th signer. The second page can not be seen by the first 3 signers. is there a way to accomplish this? 

I have a DocGen package that is not showing the templates attached to it and instead displaying an error. Is there a way to show these templates so that I can delete a few of them?It says there are 4 of them but they will not display. Any help would be appreciated.

I am trying to add a child relationship from this other object and filled in the repeat by with row and other options but it won't let me save saying that the field is required - is this a bug? 

Is it possible to put a table inside a component group? 

Hello, I have a document that I only want to be included in the doc package when a field from an object has a certain value (Account.AnnualRevenue > 0) AND when the delivery option is not Print. I am able to implement one or the other of those two conditions by setting the Delivery Options to Advanced and setting the condition as shown in th escreenshots.But I can't figure out how to have both of those conditions apply at the same time.Can anyone tell me if there's a way to only include a document if two conditions apply? Thanks,  Joe Pescatello  

We have upgraded Nintex docgen managed package in our salesforce sandbox on 11/12/2020. Post upgrade, Contract Licence documents are not generated. Please can you help.

Hi, I have setup a delivery package to display in an excel template. I have a text field in salesforce report that comes out in a formula in Excel any idea why this is? When i change the text field from forward slash to backslash it is ok? Example is below. Thanks    

Packages that were created using flash do not show the excel middleware settings in LEDD. It's not too convenient consideriring that flash will be not available from next year. That means we will lose the visibility to them on all packages unless we replicate all work done on excel middlewares in LEDD.Do you plan a quickfix for that? Or some sort of migration of the excel middleware settings to LEX?Thank you!

I have multiple SOQL queries that need to reference the record in my main SOQL query (see attachment 'DocGen package SOQL Query').  ProductCatalog_New is my main query.  It pulls in all the data from the main record type.  For each main record, there can be one or more related records using a lookup relationship (Product Catalog Item to Product Catalog Item).  I have a SOQL query created for each related item that has additional fields that need to be pulled into the document (see attachment 'SAMPLE Implementation Form for CANDY STORE'; sections for ACH Blocks or Filters). How do I get the SOQL query for the related items to reference the record in the main SOQL query?  Right now, the queries are working, but they are putting the data for record ABC onto record XYZ.

I have a request to create a package where the end user will normally want to have a case created by the package.  However, there will be some instances when a case will not be needed.  Is there a simple way to suppress the creation of the case?   Thank you.