Archive: Nintex DocGen for Salesforce Forum

I have a DocGen that is run from the account page using multiple Salesforce reports, each with a filter on the <<Account_External_Reference>> (using pv0=), is it possible to add an either/or filter? ie filter on <<Account_External_Reference>> or <<Account_Parent_External_Reference>>

I currently have a docgen package which uses a lot of images to create the report. It takes a lot of time to be generated. I was wondering if there is a way we can use the thumbnail versions of images in Salesforce inorder to improve the speed of generating the docgen package?

I have a need to create a table that adds the Opportunity Product Schedules by product. I have managed to get the schedules to show (finally), but I am only getting one product's schedules on my document. I also cannot get the name of the schedule to show up even when I tag it, the result is a blank cell. I've looked all over and haven't found any documentation to help with what I am trying to accomplish.  Does anyone have experience creating this type of document?  I'm attaching an image of my tagged doc & my output (this is a poc so it's not pretty and disregard headers, I was just trying to get output and stopped updating them)  I really appreciate any help! 

We had few cases in which documents were not generated.The Status keeps on saying that 'GENERATING'

I am creating a DocGen that requires three separate fields where the user completing the form can select one of more values.  The problem is the values are state names, all 50.  When using the inline option, the line just keeps going and going.  Likewise with the vertical option, all 50 options are shown in one column.   Is there a way to force the inline option to wrap to a new line?  Or force the vertical option to create two or more columns?   Thank you

Using the Salesforce DocGen I am unable to locate a specific contact on an account.    I am able to find other contacts with nearly identical data footprint, status etc. on the same account.   Any troubleshooting suggestions?

I am creating a package on the Account object and need to pull information from the Account Assignment related list and am running into a problem. I've searched and read several articles & how-tos without finding exactly what I'm looking for. I created a relationship on the package.  However, when I attempt to add the Default Value on the form by search button and selecting Account Assignment from the picklist I receive the following error:  The value 'null' is not valid for operator '>='Error is in expression '{!f.sfFieldsLimited.size >= f.MaxFields}' in component <apex:outputText> in page loop:editformI'm using version 15.10.  Any help or suggestions would be appreciated.

We are using Docgen for SF to create PDF letters. We don't want the receiver of the letters to be able to make changes to the PDF. Is there an auto-configuration option to protect the PDF when it gets created?

Hi All, I have an urgent requirement on automated email with attachment which i am trying to achieve from Docgen. The Problem is that i have used html  text and vf template as well but in none of them, merge fields values are displaying in the email. Please suggest some thing or any workaround.

Is it possible to deliver via an email template that uses a custom HTML Salesforce template and that the user can customize/edit before sending, as well as automatically attach a couple documents to it? I'm able to create a DocGen package that populates the email template, but it cannot be edited. Also not sure how the attachments can be auto-added as opposed to chosen by the user each time.

The document has a master template/framework that is just a word doc saved in a shared folder. While many of the sections are customized for that individual clients, the phrasing/terminology used is often standardized and pulled from previous proposals.I'd like to move to a more automated way of generating the initial version of these types of documents. I'd envision a 'library' of the products and services that we are suggesting during each of the phases of the rollout. This library would be treated as the source of truth for product/service descriptions. Team member profiles would also be available as objects to select from for the client service team that would be working with the client.Ideally, to generate the document, it would be almost as simple as filling out an order form and clicking generate. From there, each team member would go into the document itself and customize things like data flows, but 60-70% of the setup work would be done for them.Are there any integrations / pa

Are there any gotchas when upgrading from 9.55 to 16.2.1? We have a tab called LOOP which I think has been scrubbed/replaced. We are in the process of migrating to Lightning. Thank you!

The lightning component only allows for Contacts to be associated to the package. We are using Person Accounts and need to be able to select a Person Account when creating the package. Person Accounts combines the Contact and Account records, and the Contact search will not allow for us to find these as they are Accounts. How does one set this component up to work with Person Accounts?

Working on a mass button in lightning and using the redirectUrl parameter following the guidelines here. https://community.nintex.com/t5/How-To-s/Drawloop-Create-Mass-Button-in-Lightning/ta-p/92630?lightbox-message-images-92630=5311i52173CB7793B932A It seems that we can get the user back to our parent record (instead of the deafult jobqueuestatus page) where the list button is pushed but it seems to load our new page in CLASSIC! So we have a framed out classic page layout within the lightning experience. Is this expected behaviour? here is code snippet<apex:page standardController="Enrollment__c" recordSetVar="units"><script src="/soap/ajax/26.0/connection.js"> </script><script src="/support/console/26.0/integration.js"> </script><apex:dataTable value="{!selected}" var="un"> <apex:column > <apex:outputLabel styleClass="ids">{!un.Id}</apex:outputLabel> </apex:column></apex:dataTable><style>.ids{visibili

I have to send my Offer to Client in excel format. Everything is fine but ... one of column should be small pictures in each row. We have got small pictures in our object in SF but i cannot put it into excel format. It works fine with PowerPoint. When I put the name of fielf from Field Trigger - the result is the name of this picture.  Any ideas ?

I have a report that groups correctly and sorts correctly, but I can't seem to add all of the headers and content that I want.  IE: Year header followed byEvent header followed bylist of attendees I can get the results to group by year, then by event, but I can't get the template to show the year, then event, then attendees.  I have attached my template document and a screen shot of my DDP DocGen Package Relationship.  I've also attached what the results are.  Ideally, I would not have to manually add the year at the beginning of each set of results.  (the events are grouped by year, then in alphabetical order).  I have tried a ton of different template set ups and groupings and am at the end of my ideas.  Please help if possible.

I'm trying to figure out the most efficient way to conditionally add two rows of data in the middle of a table.  Lets say I can have up to 4 rows of data and always have at least 2 rows. The 2 conditional rows need to be added in the 2nd and 3rd position when present or just 2nd position if 1/2 is present. All data would be on the same object and could potentially be on a middleware excel file.  I know I could use multiple templates and maybe even multiple tables in my excel file. If you all have any ideas lmk in the meanwhile i'll be tinkering.  Thanks

Is it possible to prompt users to select a maximum number of products from the full list of product line items associated with the Opportunity?   For example: ABC Account uses the Golden Pricebook. In the Golden Pricebook, there are 100 Products. The user selects 25 Products (aka Product Line Items). When a Drawloop document is generated, can the user be prompted to select a maximum of 5 of the 25 Product Line Items and only list those 5 Products in the generated document?   The Product Line Items would be different for each Account/documented generated.

I am trying to perform an Insert-Update on a custom field on the DocuSign Status record created when I run Drawloop package. Its a text field and I want to be able to fill that value in every time I select a DocuSign delivery method. I've created a relationship to the DocuSign Status but the field does not get populated.

Hello, I have a use case where we want to show rows grouped by a field; so we created a group copy type relationship. We need to list out all the files name related to each row, but looks like we can't create a child off of a group copy type relationship. Is there any workaround anyone has done before so I can show this list of files for the grouped row?

Hello, Our current template is a fillable Adobe form that we send out to clients to complete. It does not include AdobeSign tags. It's just a data form. Some of the information is already in Salesforce which means we can fill out several of the fields before sending the form to the customer to complete the rest.  Can I use this fillable form as a template in DocGen where once it is generated in DocGen the fields remain fillable when I send to the customer?  When I tried it, the fields remain fillable but when I enter values I am unable to save them in the document. Thanks. 

Hi Team, The nintex DocGen is showing expired in salesforce application. So please suggest to us what shall we do now. kindly let me know if you need any information from our end

Hello,When setting up templates for dynamic selection, how should I complete the section outlined in red below (i.e. what is the operator and what is the value)? I have two scenarios:1) select template A when Account_Name equals blank.2) select template B when Account_Name does not equal blank. Thanks!

Hello,  How do we set the tag so that it respects the ALL CAPS formatting in Word?   In the template, we have changed the the tag to the color red and the font ALL CAPS. In the generated doc, the data pulled by the tag is red but it is not ALL CAPS.   I thought the template respects all Word formatting options.    Thanks!

Hi everyone,I'm posting here hoping to raise awareness to Nintex about their customer central site. When I try to create a case, I get stuck in a constant "Creating your case..." loading loop, and doesn't create the case. I already emailed Nintex support, but my company email comes with a strict encryption software, so I'm not even sure if they can receive it. I've tried this on 2 different browsers, cleared cache & cookies on both, and on 2 different computers, it's definitely not a user-side problem. I really don't think I'd be the only one to experience this issue, especially with it occurring on 2 different machines.