Archive: Nintex DocGen for Salesforce Forum

I have a need to automatically print documents that are generated from Nintex.  On another post, I saw where we can setup the workflow for autoemail and set the To to the email address of the printer.  I've set that up.  For some reason the document storage portion of my Outbound Message is working, but the email part is not.  Here is my formula for my Drawloop_Next formula:  "SFWork_Order__c:" & Id & ";DDPId:a0Bf0000007Oy8rEAC;Deploy:a09f0000005MqBrAAK: DeployType:autoemail;" I also looked at another option, to include the To in the formula (since Additional To is my only other option) and that one didn't work either.  "SFWork_Order__c:" & Id&";contactId:villa634envy@hpeprint.com"& ";DDPId:a0Bf0000007Oy8rEAC;Deploy:a09f0000005ODJMAA4: DeployType: autoemail;"

Has anyone ran into the issue where your document looks one way before upload but when you upload it and generate a doc, the format changes? Things that are on page 2 are now on page 1. Any suggestions on how to prevent that from happening? 

Hi, I have Nintext DocGen, is it possible to send the email automatically from salesforce based on an update to the status field? OR do I need the Nintex workflow app too? Thanks Jasmine

A fix is planned for release on Weds, January 22, 2020 6.30a PT to address the cross domains cookie behavior to be released in Google Chrome v80, scheduled for February 4, 2020. UPDATE: the planned hotfix was released to product on the scheduled date. We have performed a series of tests and have confirmed that DocGen Packages will generate as intended. Please reach out to our support teams if you notice any peculiar behavior in your own testing, or issues following the release of Chrome 80 on Feb. 4th.  The fix will be deployed to our DocGen Engine, will not require any action on your side, and will address issues that would arise during the docgen process. In our testing we noticed a minor annoynance in Salesforce Lightning with using Chrome 80: when clicking a link or tab to load a page that has a Visualforce page iframed in it, such as our DocGen Admin tab, a NEW tab will always be opened with the iframed content. This type of experience impacts of all Salesforce, not just our app,

My tag <<Today__w>><<Today__ai>>,<<Today__ah>> shows up correctly in English. Are the documentation or any guidance on how to show this tag in multiple languages?    So, this tag shows up as December 9, 2020, but if I need it in Spanish to show up as  Diciembre 9, 2020, how do I do that? 

Hello,   Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific date criteria e.g. Invoice Date = 01/01/2020? Document is in excel.   Thanks.

In case anyone doesn't know, Salesforce has issued an advisory to let everyone know of an upcoming update for google chrome. I tested the update through the instructions provided from the above link, and found that Nintex DocGen is affected by this update. Are there any plans to combat this? Do I tell my users to switch to firefox until they also release that update? Then what?

Hello,  My excel template has logos. After row replication, the rows overlap the logo instead of pushing the logo down further on the page where the rows will not overlap it. How can I make this happen?  Thank you. 

Is it possible to have one master letterhead that can be used to generate multiple templates? If the letterhead changes, we wouldn't have to update all of the templates.

Hello. I would like to generate document in DocGen with such data structure:Opportunity -> CustomProducts -> CustomServices -> Vendors So opportunity has many customProducts, and each customProduct has many custom services and so on.I could do this in DocGen UI, but user wants to select vendor, and depends on the vendor we should have only customProducts and customServices related to particular vendor. This kind of filter I cannot do in DocGen UI.So i decided to write apex code, which will do that filter and give me records by some field value on opportunity. I took example from here:https://github.com/sdknintex/dl_apex_IApexDataSource_ExternalData/blob/master/SampleDrawloopApexData2SFObjectsTo1/SampleDrawloopApexData%20-%202%20Sf%20Objects%20to%201.java And, first of all, this example with mistake (there should be OpportunityLineItem, not Opportunity, as there is no connection between Product2 and Opportunity). Secondly, it is very basic, there is no proper information, how t

I've created a test DocGen Package where my primary object is Opportunity.  I created a relationship from Opportunity to Opportunity Partner by the OpportunityId.  I then tried to set a filter where the role = Affiliate.  I then added the field tag <<OpportunityPartner_AccountTo>> into my template.  Seems pretty straightforward...return me the opportunity partner where the role chosen was Affiliate.   I then created an opportunity, specified several partners, only one of which was listed as the Affiliate.  Generated my PDF file, but nothing pulls into my document for the Affiliate.   Ideas on what I'm doing wrong here?

Hi All,   I have to automate Document generation process from a field update. Also i need to send email to some customers the document generated. I have tried to implement the feature. Only thing i am stuck at configuring the email delivery option TO and CC fields.. what to fill in them if i have multiple customers emails and it has to be dynamic. Any help would be appreciated

Hi there! I need to replicate data on a legal document we use.  The document uses data from our custom Contracts object as well as our custom Program object.  Our sales people can sell multiple Products in 1 opportunity which then become a Program for each product selected.  If there are multiple Products sold, I need to show that in my Enrollment Form.  Per screenshot below, each "Program" will have the below data needing to show up on our document.So if there are 3 Programs, then all this needs to be replicated 3 times.  I can't quite figure out what Copy Type would be best to use and how to set it up

Hi all,  When on the selection screen of our available packages, to the right of the package there's a "Select optional documents to include:" section. The problem is, none of the documents shown are optional.How do we delete this section from the screen, as it is confusing to our users? Thanks, Louis  

HI, I created a new SOQL relationship which queries an object named Time_Tracker__c which has a column named "Start__c", however when I try to generate the document I get the following error.  ""There is a problem with the following Document Package Relationship: Name: Time_Tracker__c, Alias:MinStartTime (MetadataInvalid) Include this Error Id if you contact Nintex Support: eecd7d92-c7a1-4c3d-b9be-21e6568c56ac." When I looked at the Field Tagger for this relationship what I saw is that the Tag for the Column Start__C is "<<MinStartTime_Start>>" and the Tag for the "Replicate Row" is also "<<MinStartTime_Start>>" which could be the problem.  I tried giving an alias for the column in the SOQL query but Nintex does not seem to recognize it.   Can someone help me solve this problem.

Hi All, I have a Salesforce Javascript button that calls a Nintex URL (see below) to display a list of docGen templates to generate, each template having their own Delivery Options.   I need to restrict the Delivery options for a specific button. Does anyone know what the correct parameter to pass on the URL for the specific Delivery Option Name of the DocGen Packages?  E.g. Mail (SFTP), Email, Attach, etc.   I tried differerent properties, different combinations i found on the support site with no luck.   Appreciate any help! var redirectUrl = "/apex/loop__looplus?&eid={!Program_Member_MVN__c.Id}&ddplabel=document&filter={!Program_Member_MVN__c.Program_Id_MVN__c}-PM&filterType=startswith";

Hi, I have a requirement to generate attachment in one object and then the same attachment should get attached automatically to other related object. Would like to explain the scenario in details as follows.Two objects in salesforce as parent and child. I have a docugen package created on child object to generate attachment. Button named 'Generate document' on child object and after clicking on the same a document generation happens as usual. But I want the same generated document in child to be attachmented to the parent as well at the same time on button click.Please let me know if this feasible through drawloop. Thank you@DocFather_Ray 

DocGen for Salesforce does not display the full ISO currency code in generated documents. It works fine with USD (displayed as $) but with other currencies, e.g. KES, DocGen just seems to take the last letter. So instead of showing "KES 9,000.00" it shows "S9,000.00". I am using the Default setting in the field tagger.  Has anyone run into this and found a solution?

Hello, I have a Rich Text field in SFDC which contains tables.When I generate a Nintex report, table is removed. What I need: What I get:A1B1C1D1A2B2C2D2 I appreciate your help.

I'm intiating the Docgen package from Opportunity, and added "Insert-Update" function to the pacakge.I'm inserting a record in custom object (Documents) whnever I generate a package, I want to attach the generated document to the custome object record(documents). I check the "attach to this object" in the "insert-update' function I created, but it is attaching the generated document to the opportunity attachment. My settings were set 'Salesforce Is there something I'm missing here?

Currently, data from a Salesforce form is exported into Excel, but each attribute is a column. So with many data attributes, it's difficult to read and print. How can I get Nintex to output as rows in Excel (SFDC Lightning)? For example; all the product attributes on the vertical and the product types on the horizontal - makes for a quick and easy comparison. 

We have in Salesforce Full Copy Sandbox following problem : Your organization's trial period has expired. Please have your administrator contact support for assistance. (LicenseInvalid). Error Id: 9450c162-7318-4cb5-a31b-115b5d796e27 Cannot post a support case, because credentials are not accepted and emailverification is not send to my mailbox. Maybe this way anyone from Nintex can pick up this post and resolve our problem ?thx

Does anyone know if it is possible to do multiple columns in the forms a user sees when using DocGen for Salesforce?  I do not see an option for this and do not seeing any documentation on this.  

I am generating a document off of the Opportunity object. It needs to return a table of Contact names where the Contact's role is "Main Contact."I can get it to return that table, the problem is that it is also returning "Main Contact"s from any account related to the opportunity via a custom lookup field we have. To try to make a little more sense of what's going on, our clients can potentially come to us through brokers or partnerships, and the opportunity has a custom lookup field that looks up the broker/partner so we have it on record. The table I'm getting back from my setup is returning all Main Contacts, even the ones from the company attached via the Broker/Partner field, regardless of whether or not that contact has been linked to the company I'm trying to generate a document for. It is entirely possible that a Main Contact for a given company might be from a broker and thus have a different Company Name related to them, so I can't filter by whether or not the contact is a br

I have a fairly straightforward SOQL query to pull Opportunity Line Items:select Id, Quantity, UnitPrice, TotalPrice from OpportunityLineItem where OpportunityId='<<Opportunity_Id>>'I tagged an Excel doc and it works fine to pull in the information from the first row.  When I add row replication though, on the output everything is repeated twice.  This happens regardless of whether there is only one opportunity line item or multiple line items - basically the results from the query get pasted in twice.Any ideas on what I'm doing wrong?