Archive: Nintex DocGen for Salesforce Forum

Hello I am creating a workflow for the first time and I am trying to Query the Salesforce so I can reterive the receipient email addresses from the Salesforce. But I am not sure where to store the query response or reterive the only one field from the response received from the Query record.In the above screenshot Quote ID is the start even variable. I am not sure here how can I reterive the field say Email from the Query record and store it in the variable using Set a variable value.  

I am trying to set up email notification through Nintex Workflow Cloud for Salesforce and it takes 5 mins for the workflow intances to appear it failed or completed. I see the email if completed, is there any setting we can change to make the email sent as soon as the event is triggered? 

Hello! Has anyone been able to handle versioning within Drawloop? For example, if I run a DDP on a Case, and then run it again later, could I have Drawloop save the second DDP as a new version of the first file? I know I can have multiple files saved on the case from each run, but I'm hoping to use the same file and just update the version.  Thanks in advance!

I'm new to DocGen, and I think it has the potential to be extremely useful throughout my organization, but I'm having trouble figuring out how to set up a Word template in such a way that I can pull information from multiple objects of the same type.   Let's say I have an object called "Client Contact," and within that object are entries for Jane Doe and John Smith, both of whom work for Employers Inc.  Within the entries for Ms. Doe and Mr. Smith are a number of fields (e.g., name, DOB, date they joined Employers Inc., mobile phone, home phone, email address, etc.).  (I should note here that my use case does not involve clients or their personal information, but the principles are the same.)  I'd like to include in my Word template selected pieces of this personal info for each client contact, and I'd also like to include their names at several points throughout the generated document.  However, the way I've been setting up my DocGen packages, the field tags generated in Salesforce ar

I am creating a table of child records and I only need the record name field. To align with the customer's template, the child record numbers should align horizontally and not vertically. I understand that there is a way to replicate the columns in a table, but can't find any documentation that shows how to do this?

I have a DDP in Sandbox and Production. They contain 270+ components with specific logic for each component. Production is the most current due to small language tweaks.  I need to make modifications to the Production DDP, but of course, don't want to do that actually in Production.  I'd like to:1. Deleted the DDP from Sandbox (I don't want re-fresh the Sandbox because I'll lose all of my test data of 200 records - multiple relationships, etc.)2. Migrate the DDP from Production back to Sandbox3. Edit about half the existing 270 components (adding a new line of criteria and adjusting the logic)4. Test everything 5. Migrate Sandbox back to Production to simply update the existing components. IMPORTANT: I don't want to create a new/duplicates DDP or duplicate components. Is this approach logical/do-able AND most importantly fail-safe?!? Thank you,jt

I have time fields from an object that I would like to display on a word document in Nintex Docgen. I tag the object using the Field Tagger but when I generate the word document all fields show ok except for the time field. It is in a format of military time with Extra zeroes. Any idea on how to get a standard time format? E.G. 8:00PM or 10:30AM?

We have two files that are attachamnts to our emil. Docgen combines both files into a single email attachment. Is there an option to specifiy each file be separate email attachment?

I am new to Salesforce and the Drawloop(Nintex for Salesforce). We currently have a workflow where the Quotes are auto generated and converted in to a PDF using the Drawloop Package and Sent as an email attachment to the recipient. We need to now include the Esignature functionality so that the receipient can view the attachment and sign them. I am not sure if it is best to use Adobe sign/ Docusign/ if there is anything else that comes out of box with the Nintex.Also is there any samples for adding the signing component in to the PDF that gets generated 

We are using this to generate legal documents. Here is the structure of things: Case ...Point of Contact (links accounts and contacts to the case, for example 2 Defendants, both Defendants Attorneys/Law                Firms and an Insurance company with that Insurance company's claim #) .......Affiliation (links different points of contacts to each other, for example a Defendant1 and their Attorney1 and                    their Insurance account) On the Point of Contact object, there is a relationship established to the 'Affiliation' object.  One of those relationships is for Insurance.  The claim # for the Insurance is currently stored on the Point of Contact object.  PROBLEM: When I generate a document from the Point of Contact Defendant 1 record, it pulls in Attorney 1 and the Insurance.  However, I can't get the Claim#.  I created a formula field on the Affiliation object to house the Point of Contact Claim#. I included the tag for this formula field of 'Claim #', and although a va

I have two templates, a Word and an Excel. The output of the Word template needs to be in PDF format and Excel template should keep the original format.After the document generation, I need to send out an email with the two outputs as attachment. Here's what I've tried:I added both the template to the same DDP but the delivery option doesn't allows me to set the output type on per template basis. I created two different DDPs but I can't seem to find a delivery option to get their outputs in the same email. Is there a way in which I can get the output from both the DDPs as attachment to a single email. Thanks

Hello. I am fairly new at using DocGen through Salesforce. I have a question on the DocGen form I am preparing. It is in relation to a yes or no checkbox.I already have the relationship built, with alias of Temps, in the DocGen package that has a filter set with two identification.I am not sure how to set up the export option to check "Yes" when the two filter conditions of the salesforce record status are true.Can someone guide me through this or point me to a video that shows how to set this up?Thank you so much!

After running the package and selecting the delivery option of EMAIL, the "cc" and "bcc" does not display. Any thoughts on how to have both of these fields displayed in the Email component???  The DocGen Nintex Documentation shows that those fields are optional (See photo below), but I am not able to see them or find an option to add those.    Any thoughts on how to have these two fields appear within this component?  

I have two main objects and one junction object and I want to retrieve data from one main object for corresponding Id from another main object . I have tried soql for this but I am unable to retrieve distinct data ,and after using my apex class I am able to download template but it's empty with no data in place of docgen tags

The issue I am having is that I create a Docgen Package, I select the following two relationships.  After the initial creation though, when I go to add more relationships via Application__c(#1), it disappears as an option.  The Application__c(#1) option inside the Medical_Record__c relationship also disappears and so I cannot edit the relationship. Because of these issues, it seems that the Docgen is not able to operate correctly.  Can anyone help me identify why this is happening inside the relationships?

I'm facing the issue when sending the email from Drawloop. I have selected the delivery option Email and checked the checkbox Auto-Send. When I'm sending an email it's giving me an error. Please help me what I have missed because everything is fine from my end so could you please help me. Thanks

Hi Team,I am getting license invalid error while running ddp on a particular record. I am not able to understand why this is coming. Can you please tell me solution ?

Hi All,I have  a requirement where i have to show the below line if the discount value is present. If the  discount value is 0.00 it should not show in the template page. This line only to populate if discount value present." Price quoted includes [covered Contract line price discount] discount "  I have tried the below condition but its not working as expected. {IF "<<FlexHourAutomationCoveredContract_covProd_HCLS_Discount>>" != "0.00"  "Price quoted includes <<FlexHourAutomationCoveredContract_covProd_HCLS_Discount>> discount."  "" } Here Field label is :<<FlexHourAutomationCoveredContract_covProd_HCLS_Discount>> Any help on this will be appreciated. Thank you!

Hello!  Is it possible to include multiple tags and values when specifying dynamically included templates?  Like If I want a template to be included if both A equals 1 and B equals 2?  The help link below only uses one tag and one value. https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/FileOptionsDynamic.htm Thank you!

When selecting documents using the DocGen lightning components, it causes the crash in chrome, and the whole page is frozen. The version I am using is 14.6.0, I appreciate your help looking into this issue.  

Hi, One of the development teams have integrated Nintex with Salesforce and done the following items 1. created Docgen package record w.r.t one custom object2. set up the delivery options3. created relationships  We are facing problem in understanding the structure that how these relationship fields are working? Please find attached snapshot for reference 

Hi. I am trying to add an additional step in the loop page before my doc gen process is run. I would like the user to choose a record to base the document generation on before running. There are 3 relationships in the process - Project, Job and Forecast.My document creation is creating an invoice based on the information in the forecast screen. This works well when excuting the doc gen directly from the forecast screen, however some users want to run the 'create an invoice' routine from higher up the relationship. e.g Project and so i need the user to be able to select which forecast record to base their invoice on when they are in the loop page. Any help or guidance appreciated. Can you add any additional sections into the process? Thanks!

I am using DocGen version 14.4.0, Salesforce classic and have experienced the same issue in both FireFox and Chrome. I have a complete Document Package that works perfectly.  However, the requestor has asked that I go back and add some additional text instructions to the form within the package.  When I edit the form and select the Add Note button the window appears for me to add my text, however, clicking OK or Cancel does nothing.  I have to refresh the page to get the box to go away.   Any suggestions?Thank you.

I am using Nintex Docgen for salesforce . So how we can use a OR and AND operator in the conditional if statement in word . Thanks

I have a Doc Gen package built off of main object of Opportunity. There is a master detail relationship from Opportunity to a custom object called "Equipment" (which is similar to SF Asset, also similar to a Opportunity Line Item, with some key differences) The point is there can be one or more Equipment records associated with a particular Opportunity. I am trying to use DocGen to generate a proposal document which references those (1...n) Equipment records in individual sections of the Proposal document. If there is 1 related piece of Equipment, this document should show that single record's info. If there are 5 Equipment records it is smart enough to loop through 1 to 5 to display each one. From digging through the site, I believe ??? it is possible to use field tagger, relationships and/or "row replication" to accomplish this but I haven't found clear documentation or a working example to go off on.  I need to know a) confirmation this is doable and b) a link to a suitable help or