So, I see that Nintex has the ability create a documents in Salesforce from a List View via the Mass Doc Gen Button. But I do not need each record to have its own document. I need one document with multiple lines of data pulling for each record selected in the list view, Does anyone know if this is possible or where I can find documentation on this? So for example I would navigate to the Account Object, look at a list view --> Select 5 accounts and generate a document with the list of these 5 account names. Thank you for any help in advance.
One Document with Mutiple Records
+17@saviopednekar This would be a DDP question in how you setup your objects and their relationships to achieve this. Yes i is possible to collect information from say 5 accounts and compile them into one document.
Here are a few videos that may help
+2I have a question on this topic (first question on this community, so not sure if I am doing it right). In my DDP, I need to do a page break between each page because each record's data (signature line) is followed by a notary jurat, and then I need to go to the next page,and print the next record's data. I have never been able to get a page break to go between a grouping, or table or row. What is the secret?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.