Topic
Enabling Connected Apps and OAuth in the Nintex Admin Tab
Connected apps with OAuth is a Salesforce feature that allows Nintex DocGen administrators more control over what they can do in their orgs. For more information, see Connected Apps.
Additional Information
1. Connected Apps with OAuth needs to be enabled if you are using dynamic image replacement with Rich Text fields or Salesforce Reports.
2. For Outbound Messages using dynamic image replacement with Rich Text fields or Salesforce Reports, see the following article: Drawloop_Next Field with Images or Reports
NOTE
- If this setting is NOT enabled, please review the environments Salesforce Connected App Settings for the Nintex DocGen Application prior to enabling:
- If the Salesforce Connect Apps Setting is set to Self-Authorize, we recommend switching to Admin approved users are pre-authorized. Enabling Connected Apps and OAuth on the Nintex Admin Tab will prompt all users to reauthorize when running a DocGen Package if set to Self-Authorize.
- If unable to change the Salesforce Connected Apps Setting, please inform the users of the expected behavior to manually reauthorize during Document Generation.