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DocGen for Salesforce

Find resources, discussions, and troubleshooting tips to streamline document generation and automation in Nintex DocGen for Salesforce.

  • 564 Topics
  • 1,049 Replies
564 Topics
K
kdargerRookie
asked in DocGen for Salesforce
DocGen Queue Print Order

When I print a set of documents from a DocGen Queue list view using the Download 1 PDF button, what is the order that documents appear in the resulting file? And is it changeable? It seems like it is the record id, but that is not particularly meaningful other than roughly corresponding to the order the documents were created.For context, I need to collate some documents with a set of documents produced by another system, and I am hoping to get them in the same order, by, say, Account Id (in this case Loop__Object_Id__c). 

151
Brent_Doc
Nintex Employee
N
nraoRookie
asked in DocGen for Salesforce
How to restart numbering for each table in a sequence (for Salesforce DocGen)?

If I want numbering to restart for each table I have in a template, how would I achieve that? Ideally, I’d like to avoid creating new custom fields + automation in Salesforce to achieve this. So in the below image, instead of the second table resuming numbering where the previous table left off, it would restart at 1.  

242
MillaZ
Nintex Employee
D
DebajyotiMukher
posted in DocGen for Salesforce
DocGen Package filter in Lightning Component

Is there anyway to use the DocGen Package filter field in docgen lightning component?? 

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Nintex Employee
M
Nintex Employee
matthew_mcgrathNintex Employee
posted in DocGen for Salesforce
Use multiple fields to filter available DocGen Packages

In today’s fast-paced business environment, efficiency is key—especially when it comes to document generation and automation. That’s where Nintex DocGen for Salesforce and Salesforce Flows come together to deliver a powerful, no-code solution for streamlining document creation, packaging, and delivery directly within your CRM.Salesforce Flows + Nintex DocGen: A Seamless Automation ComboIn the video below, I walk through using multiple field references on multiple objects to determine what DocGen Packages are available to an end user in a Salesforce Screen Flow. All without writing a single line of code.Extra Credit: End-to-End Automation with Nintex WorkflowWhile Salesforce Flows and DocGen handle in-CRM document needs beautifully, many real-world processes stretch beyond the walls of Salesforce. Think: approvals, redlining, or collecting feedback from external stakeholders.This is where Nintex Workflow truly shines.By leveraging the power of Nintex Workflow you can extend your documen

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Nintex Employee
N
NaylaRookie
asked in DocGen for Salesforce
Attach Email into Office 365

Is there a way to make an email a pdf and attach it into Office 365? I was asked to save email into Sharepoint but I have not seen the option. As anyone done this before?

112
MillaZ
Nintex Employee
Y
Nintex Employee
yehiasalamNintex Employee
asked in DocGen for Salesforce
Generate document from data outside SF

Hello, Is it possible to generate a document based on data provided outside Salesforce?For example can I call a DocGen api endpoint to trigger the document generation process manually, and pass REST variables to this endpoint to use while generating this document?​​

371
Brent_Doc
Nintex Employee
M
medskerlRookie
asked in DocGen for Salesforce
Ability to update custom field on document request?

 Hi all -I am attempting to update a custom field on a document request record using the Create/Edit Record function. I have the ID and the field to update, but when I go the the docgen queue, the document request is set to ‘pending’, the document doesn’t create and the field doesn’t update. Is this possible? Am I missing something? thank you! 

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A
Ak2025Rookie
asked in DocGen for Salesforce
How to remain on the Drawloop page after generating a document

Hello everyone,I am new to Nintex Community and have few questions, hoping to get the answer from someone. After a Nintex document generation process initiated from a record(in this case a custom object called ‘Treasury Service’), the landing page goes back to the same record from which the document generation was initiated. Is there any configuration at either DDP or Delivery Options level, to remain on the Drawloop page and not going back to the record, it was initiated from. For generating the document using Apex, how do we pass the DocGen File Template ID along with DDP ID. We were able to figure it out to pass the DDPID but do not find an option to pass DocGen File Template ID  Thx.

431
Brent_Doc
Nintex Employee
N
nrudraRookie
asked in DocGen for Salesforce
Saleforce Docgen: Override formatting

In certain type of documents where a content is populated from a rich text field in salesforce, is it possible to override any formatting from rich text fields and keep formatting constant as defined in word document template ?

362
MillaZ
Nintex Employee
S
Steve_ANovice
asked in DocGen for Salesforce
How do I authorize a second sandbox to test DocGen documents?

We are trying to test some changes we did in our Salesforce Stage sandbox to raise our Health Check score, and would like to test DocGen there, but I’m getting the “Authorization required to run” message. We want to test in Stage before updating our Full sandbox, which is used by our users for final testing. How do we authorize our Stage sandbox?

612
MillaZ
Nintex Employee
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mbutt-baitRookie
asked in DocGen for Salesforce
Create/Edit record update date field value to TODAY.

The problem is probably trivial, I want to populate a field on Opportunity object with value “Today”. I used the formula “TODAY()” but does not do anything. Can you please let me know how to resolve this issue. Thanks in advance.P.S “Run at the beginning” checkbox is unchecked.  

442
MillaZ
Nintex Employee
T
TrivikRookie
asked in DocGen for Salesforce
If condition to show or hide content in a word document bulleted list. 

If condition in word document is working fine but when the condition is not met, empty bullet point is showing up in the generated document. 

382
MillaZ
Nintex Employee
A
aperrineRookie
asked in DocGen for Salesforce
Auto Run Docgen Package When Record Meets Criteria

My team and I are trying to have a DocGen Package run when a record is created/updated and meet certain criteria via Flows. This package is intended to send a receipt to a designated user (pulled from a contact page). When we run tests manually, the package works, but when we try to use automation, the logs read successful, but no email is received.  We do not have any errors to show as to why that may be happening. Any ideas on how we can fix this?

585
MillaZ
Nintex Employee
D
dineshRookie
asked in DocGen for Salesforce
How we can achieve Grouping in Nintex

We have a requirement where we need to group all similar stages in one ie if there are four stages A,B,C and D .For Stage A if there are four records then all the four columns of Stage “A” should be merged in one , and other fields should be after this.Something like this :    Name Count Open Signal Amount Status A ABC Pipeline 23 TRUE Red 45 Closed DFC Pipeline 45 FALSE Blue 43 New New Pipeline 67 FALSE Green 34 Ongoing CDF Pipeline 34 FALSE Yellow 23 Blocked               B ABC Pipeline1 23 TRUE Red 45 Closed DFC Pipeline2 45 FALSE Blue 43 New New Pipeline3 67 FALSE Green 34 Ongoing CDF Pipeline4 34 FALSE Yellow 23 Blocked New Pipeline5 67 FALSE Green 34 Ongoing               C ABC Pipeline11 23 TRUE Red 45 Closed DFC Pipeline21 45 FALSE Blue 43 New New Pipeline111 67 FALSE Green 34 Ongoing CDF Pipeline41 34

564
Brent_Doc
Nintex Employee
D
dineshRookie
asked in DocGen for Salesforce
How to get groupings and subgroupings totals in Nintex

    How do we get group total and sub total in Nintex.

282
MillaZ
Nintex Employee
D
dineshRookie
asked in DocGen for Salesforce
How do we merge similar fields in Excel

How do we merge similar fields in Excel in Nintex docgenAs in below screen shot we have merged the “Stage” Column.  Stage Name Count Open Signal Amount Status A ABC Pipeline 23 TRUE Red 45 Closed DFC Pipeline 45 FALSE Blue 43 New New Pipeline 67 FALSE Green 34 Ongoing CDF Pipeline 34 FALSE Yellow 23 Blocked               B ABC Pipeline1 23 TRUE Red 45 Closed DFC Pipeline2 45 FALSE Blue 43 New New Pipeline3 67 FALSE Green 34 Ongoing CDF Pipeline4 34 FALSE Yellow 23 Blocked New Pipeline5 67 FALSE Green 34 Ongoing               C ABC Pipeline11 23 TRUE Red 45 Closed DFC Pipeline21 45 FALSE Blue 43 New New Pipeline111 67 FALSE Green 34 Ongoing CDF Pipeline41 34 FALSE Yellow 23 Blocked New Pipeline654 67 FALSE Green 34 Ongoing New Pipeline551 67 FALSE Green 34 Ongoing

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D
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mppoweRookie
asked in DocGen for Salesforce
Merging large volume of documents form DocGen Queue

I understand that merging the documents in the DocGen Queue is limited to 200 at a time.  We will be producing 13,500 documents soon (this is our first year on Salesforce).  Have any others found a better way of mass-merging a large number of documents other than just clicking/scrolling/clicking/scrolling 68 times (in our case)??Hoping others have some ideas…!

301
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D
dineshRookie
asked in DocGen for Salesforce
We have html tagged field in Excel when I am pulling this information to word through Excel as a middleware how we will retain formatting.

We have html tagged field in Excel when I am pulling this information to word through Excel as a middleware how we will retain formatting. 

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marclee26Novice
asked in DocGen for Salesforce
TextSplit in Excel as Middleware

Hello, I am am bringing in data from salesforce into excel, and there is a  specific field I want to bring in that is a picklist. Each customer will have multiple values within this field. Is it possible to turn this into a table in excel as middleware and output it as a table into word? I’ve tried Textsplit and would get a Name? error. Thank you in advance!

311
natsu_docs
Nintex Employee
Seth
SethRookie
asked in DocGen for Salesforce
Using a Formula in Excel as middleware #N/A error

Hello, I’m bringing in my data into my Excel as middleware file and would like to add a column with a formula. Ofcourse there is no data in my file before running the report, so the #N/A appears in the column. My excel as middleware file:  My Result was the same: How do I create a formula in the excel as middleware file? 

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L
Nintex Employee
Seth
SethRookie
asked in DocGen for Salesforce
How do I create a report with 3 levels in hierarchy?

I would like to create a report using an Ultimate parent, parent and child records. I tried with tables in word, but it has been a formatting nightmare. Looking for guides on the best way to do this! Can anyone point me to some how-to videos or guides to show me the way? Thank you Seth(the newbie) 🤔

150
Seth
T
tanwibiswasRookie
asked in DocGen for Salesforce
PDF document generation and sending through email attachment by using apex in Docgen for Salesforce

I am new to Docgen for Salesforce and I have a requirement to generate a pdf document and send the same through email attachment by using apex in Docgen for salesforce.Can some please share some sample apex classes/code to achieve it. Regards,Tanwi Biswas

591
Brent_Doc
Nintex Employee
N
NellyRookie
asked in DocGen for Salesforce
Field Tagger Pop Out - Blank

Hello community,Looking to get some answers. When I clicked on the Field Tagger pop out, nothing shows up in my dev org. The visualforce page opens up but with no information. It is just a blank. I am set up as the system admin and I checked that I have access to the loop.fieldTagger visualforce page. The only thing that I haven’t set up is the Authorize Nintex e-Sign part in the Nintex Admin tab. I don’t think this would the field tagger issue. Does anyone know what could be the reason? Thanks! -NW  

747
MillaZ
Nintex Employee
N
NellyRookie
asked in DocGen for Salesforce
Nintex DocGen for Salesforce - Obtaining Logs for Mass DDP

Hello Community,I am looking for some assistance. I have an org that has the Nintex package installed; their version is 18.2. The Mass DDP function appears to be not working. When I try to run Mass DDP, I receive the confirmation. However, it is not generating the documents and I am not seeing any information in the DocGen Queue.I used the AI assistant in the Nintext website. It recommended to check the logs. However, I am not finding the logs in the DocGen Package page either. Can you give us some instructions on to access these logs or give us some insights on why the Mass DDP function is not working?Any assistance would be highly appreciated. Thanks! 

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TerryBNovice
asked in DocGen for Salesforce
Using Salesforce Reports in a Document

Hi - first time ‘poster’ so please be nice! (and apologies if this has been answered before). We want to give our Salesforce users the ability to print a report when they are in their report window. I can see that we can do things like schedule a report run and email it to an individual but I don’t want to have to set up every report (with criteria) for every account manager. How can we set it up so the report printing can be on demand and on the selected report? ThanksTerry 

1232
MillaZ
Nintex Employee
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