DocGen for Salesforce

FORUM POSTS AND DISCUSSIONS | Previously known as Drawloop

  • 508 Topics
  • 940 Replies

508 Topics

Z
zgoldbergRookie
asked in DocGen for Salesforce

Automatically send DocuSign envelope on delivery option

Is there any way to set delivery options to automatically trigger a DocuSign envelope to send to the first signer automatically with a single click? We send out a large quantity of contracts that are generated with Nintex DocGen and then delivered via DocuSign. Currently, this requires a lot of clicks to preview/review DocGen Packages before they go out. We’ve done some messing around with delivery options, specifically the “Signing Preview and Edit” and “Auto Send” options, but these just seem to send the package to DocuSign as a draft (although yes, it does skip some of the review work).Is there any way to instead have these envelopes automatically send? Am I missing something?The delivery option in question is below: 

1
natsu_docs
13 hours ago
M
MMoellerRookie
asked in DocGen for Salesforce

How to pass values into Middleware

I have a word document that needs to display either 2 values depending on the contacts country of citizenship. Value A should be displayed for approximately 15 countries, while all others would show value  b.   I’ve created an or statement on the Excel cell on the middleware file for the 15 countries. Every time I create the document it always shows Value B,  how can I pass the citizenship value into the middleware as an input to then determine if value A or B should be displayed, and then populate that on my word document when creating the word document?

2
M
11 days ago
B
BGilbergNovice
asked in DocGen for Salesforce

How do you either use the Locale formatDate options in a word doc or add/update the options in the field tagger?

I just want to us the LongDate format but it seems to be the only option for Today not in the tagger. Looking for either someway to update the tagger options or just type in the format. Thanks in advance for any help. Ben

1
Brent_Doc
14 days ago
E
eraposhiNovice
asked in DocGen for Salesforce

Quarter and Annual Report Subscription

Is there a way to utilize Drawloop/DocGen to  schedule/subscribe quarter or annual reports from Salesforce? Salesforce has the daily, weekly, or monthly option, but not quarterly or annually.Thank you in advance!

0
E
18 days ago
J
jagdishnagarexpocitydubaiaeRookie
asked in DocGen for Salesforce

Not able to Authneticate from Salesforce

Not able to Authenticate from Salesforce, Can you please help meUsrename - jagdish.nagar@expocitydubai.ae Note - Please check my username, If not exist please give me appropriate link to regsiter so I can get Username and I can set password as well.Question → Do we need Contract license to do just POC in salesforce sandox ?. 

0
J
1 month ago
C
Caleb QuickRookie
asked in DocGen for Salesforce

IApexDataSource Only Works with Doubles

I am using Loop.IApexDataSource to create a custom Apex Data Source. I have followed what documentation exists, and have been using the code examples linked in the documentation. I have tried several template configurations, but no matter what I use, the only fields that properly are populated on the printed out reports are Double fields (and currency). Strings and Dates are blank. I have tested my implementation in salesforce to gaurantee the data is properly being sent to DocGen, but no luck getting back the correctly populated report.Further, if the double has any decimal places, it will show as blank in the DocGen download, so to be more accurate, only whole number Double fields work.I have properly retrieved the data from our salesforce database and stored it as a string in the response to DocGen for the query result rows. Again number columns are working 100% correctly, but nothing else is. Again, I have followed the code examples included in the documentation and still have no l

1
C
1 month ago
Z
zakkos1Rookie
asked in DocGen for Salesforce

Nintex DocGen 'Merge 1 PDF' limited to 200 records

Hello,We are looking to utilize the functionality to merge multiple DocGen Queue files into 1 PDF. After mass generating the DocGen files via report, we are running into the issue where the DocGen Queue list view is limiting the number of DocGen Queue records we can select to 200 records.This means that we are not able to join all of the files we intend to merge into one PDF document.Any insight into how we can bypass this issue would be of great help, thank you!

3
Z
1 month ago
F
foglightRookie
asked in DocGen for Salesforce

Invoice with product grouping and summing at the group level

I would like to create an invoice where product lines are grouped and quantity and price are summed for the group.Let’s say I have 5 product line items on my opportunity. All line items are for the same “Event Ticket” product. An attribute on the product line item, Ticket Type, differentiates line items, such that I have 3 Student tickets and 2 Adult tickets.Product Ticket Type Qty Sales Price Total Price Event Ticket Student 1 $10 $10 Event Ticket Student 1 $10 $10 Event Ticket Student 1 $10 $10 Event Ticket Adult 1 $12 $12 Event Ticket Adult 1 $12 $12   On my invoice output, I want to see 2 line items with summing of quantity and Total Price at the group level and a Grant Total Price:Product Ticket Type Qty Sales Price Total Price Event Ticket Student 3 $10 $30 Event Ticket Adult 2 $12 $24       Grand Total Price $54  I do not want to see 5 line items listed out.I have successfully used Grouping

0
F
1 month ago
L
lmccrayNovice
asked in DocGen for Salesforce

Set date field through formula

I have a DocGen Package letter template where I need to set up the date field as 1/1/20xx (whatever the next year is). 

1
Frankie
1 month ago
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mcoe22Rookie
asked in DocGen for Salesforce

How to align replicating signers in the template file using NWC and DocuSign custom tags

Thank you for the helpful information in However, I am trying to use a custom DS tag in tables where recipients replicate in the event there are multiples. Your advice of “Make sure to append {r} for multiple recipients. (i.e dl.SignHere.{r})” works well for a static number of recipients, but does not when they need to replicate. I am using a named range excel file for the connected data on the templates to accommodate the replication for the standard Nintex and DS tags that is working very well.  Or is it possible to add the custom tag to Recipient Sign Options so I can assign it to the different recipients that way? I was able to add the new value to the Sign Options, but it is not displaying in the “Available Sign Options” under the recipient.  

0
M
1 month ago
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pbose_teladoc
posted in DocGen for Salesforce

Cannot create an attachment from salesforce community user using a DDP package

Hi I am trying to generate a DDP package from within a salesforce community as a community plus login user. I am creating a document and trying to attach to account object. I cretaed sharing rules for the account to give access to the profile and profile has DDP user/admin access. But when I use attacg option and generate the document it throws the following error Error creating attachment for (Account:001W000000umkpoIAA) (insufficient_access_on_cross_reference_entity): insufficient access rights on cross-reference id (ExternalError)Include this Error Id if you contact Nintex Support: 3567b84a-ac7d-4c60-aac3-75e880ac8998 Any thoughts on how to fix the error ? Thanks in advance.Parbati Bose  

2
R
2 months ago
R
rcentRookie
asked in DocGen for Salesforce

Error generating doc with quick action button using Loop:RunDdp lighting component

I followed this article’s (https://help.nintex.com/en-US/docgensf/DocGenMobile.htm) ‘Nintex DocGen for mobile users’ section to create a new Action button on a custom object with Loop:RunDdp Lightning Component. I have successfully created an action button, but I keep getting the following error when trying to generate documents using this new button, logged in as an external experience site user.Error creating attachment for (<custom object name>:<record Id) (insufficient_access_on_cross_reference_entity): You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. (ExternalError) Include this Error Id if you contact Nintex Support: 1f0c3e5e-6d6e-46e8-b0aa-290a4ff01b7e.   I do not get this error when generating the same document using a previously created URL button, logged in as the same experience site user. This URL button redirects user to Visualforce page loop__

0
R
2 months ago
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Mel_StephensonRookie
asked in DocGen for Salesforce

how to use 'is blank' filter on component group

I’d like to filter a component group to display only when a field has content. Or, put another way, if the field specified in the filter is blank then I don’t want the component group to be pulled through on to the document.My specific use case is that I have a component group which is just a title or header of ‘Additional Terms’. If no additional terms have been specified on the opportunity then I don’t need the title for that blank field.I can see that there is a filter of ‘is blank’ and my instinct was to write ‘false’ in to the filter criteria thinking that would equate to “If this field is not blank then display this component group otherwise don’t”.But this doesn’t seem to work. I can’t find anything in the documentation about how to do this. Is there anyone who happens to know how to achieve this?Many thanks in advance for any help. 

4
M
3 months ago
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Theresa JonesRookie
asked in DocGen for Salesforce

DocuSign delivery option Nintex Docgen for salesforce

HiI am using DocuSign delivery option for nintex generated document for salesforce. I want to use DocuSign envelope template  that I have already created in DocuSign apps launcher for delivery. That template has record field update options according to envelope status. When I provide that template id error coming in nintex.  

0
T
3 months ago
K
katie_chuNintex Employee
posted in DocGen for Salesforce

Multiple Embedded DocuSign Signers

As many of you know, today, Nintex DocGen for Salesforce supports a single embedded signer for DocuSign, but what if you have several signers that need to sign right then and there? In that case, a custom Visualforce page is the way to go to give your users a seamless end user experience.I’ve put together a sample to demonstrate how you can redirect your users to a Visualforce page after your first embedded signer is complete. This Visualforce page will house all of the signing links for each individual signer. There are a few additional steps that have to be taken for this process to work.The first step is to set up the DocuSign delivery option to include embedded signers. To do this, the field marked “Embedded Signer” should be set to “Routed via Looplus” for every Recipient record who needs to be an embedded signer. A field must then be set up on the main record that will store the Envelope Id of the DocuSign Envelope. This field does not have to be visible to the end user, but must

0
K
3 months ago
A
ashleyclementRookie
asked in DocGen for Salesforce

Remove Sender as Email Recipient

I have an automated Nintex package that uses Email Delivery option to email a spreadsheet to an email address field from the Account. This automation includes the end user’s email address that is triggering the automation in the To field. The email is coming from a Org Wide Email Address and the sender’s email should not be visible to the recipient. Is it possible to remove the end user’s email address?

2
MillaZ
4 months ago
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rpilawskiRookie
asked in DocGen for Salesforce

Salesforce - Can't access Files of records connected by a lookup relationship

Custom object “Pre-Job QC” with look-up relationship fields to custom object “Equipment” I need to access this file here on the Equipment: This Pre-Job QC record has a look-up relationship field to the above Equipment record:I go to run the “Select DocGen Package” and that Equipment’s file isn’t an option (nor are the other Equipment files also attached by a look-up). The below files are what’s directly in the Pre-Job QC record’s Files: 

2
MillaZ
4 months ago
D
dariusNovice
posted in DocGen for Salesforce

Mass button in lightning doesn't work

Created list view button in lightning to create and send multiple docgen documents. It originally worked, but the past few times it has failed to load. Unsure what has happened.

0
D
4 months ago
A
aschwartzmctlawRookie
asked in DocGen for Salesforce

Setting a Field Tag to all lowercase

Is there a way to set a field tag to all lowercase letters? I know there’s a way with cross referencing, but I’m only seeing lowercase → uppercase and not vice versa. Example: { SET “Link” “<<Opportunity_Name>>” } { REF Link * Upper }I tried changing Upper to Lower with no success.Is there way to set a field tag from uppercase to lowercase? Thank you!

1
R
5 months ago
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p_berliaRookie
asked in DocGen for Salesforce

DocGen automation using Apex

Hi,I am looking to generate PDFs automatically when a record is created in Salesforce. Is this possible via Nintex? If yes, can you please point me to correct documentation.ThanksPriyanka

1
R
5 months ago
N
npvRookie
asked in DocGen for Salesforce

Save multiple files as zip file

Hi, I am using Nintex for salesforce. Is it possible to download multiple files as a zip file and save as attachment in apex using Nintex ?

0
N
5 months ago
CGeorge
CGeorgeRookie
asked in DocGen for Salesforce

[Files] vs [Notes & Attachments] for CSV/Excel Runtime - Is it ok to use [Files] not [Attachments] ?

“Be sure to upload a CSV/Excel file as an attachment to your record in Salesforce.” The documentation states “attachment” - does this mean that [Files] is not possible. We no longer use [Notes & Attachments] but now use [Notes]; [Files]. When I upload my xlsx to the record [Files] I get an error. The selected import file could not be found (Import). (ResourceInvalid) Include this Error Id if you contact Nintex Support: 9d132cc9-7e84-4024-80f5-60c96f0e8bb6.

2
CGeorge
6 months ago
T
TriptiNovice
asked in DocGen for Salesforce

Bullets error in PDF

I have found the issue when we genreate the PDF in salesforce the numberning is changing from A,B,C to 1,2,3 .Please help me resolve this issue .

0
T
6 months ago
J
jbolanoswgaRookie
asked in DocGen for Salesforce

Salesforce Flow and DocGen Package with specific child records

Hi All, I am trying to figure out how to accomplish my task. I have created a flow when starts at a custom object and has child objects.I have basically made the screen flow to go through the main object , receive updates, have them check child objects. I am able to present the preview of the docgen package, but the package is showing all records.  I starting from the parent. I want to select child records and pass those records to the docgen package. Currently I only see where you can select the 1 record but in the apex action you can send either the record ID or record IDS , if you include both you get an error. I do have record id, contact id, records ids to feed to the doc gen package but do not know how to specify those to the package.My goal is to produce a pdf that will be emailed to the contact id. where I can filter the table below with selected rows. Also the total amount is off… Is the only way to do this is by excel or can I use word to sum the total price column. 

2
J
6 months ago
S
SgarveyNovice
asked in DocGen for Salesforce

Group Column from Salesforce report in Excel as middleware

HiI export a Salesforce report into excel and i am trying to Group the data by one column in order to dynamically create a chart in my final word Document.Each Product may have more than 1 pack size. So when the report gets exported the three is three records with sales of each pack size.I only want to see the sum total of the three ?Any ideas how i can achieve this?Stephen

1
R
6 months ago

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