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Adding User Entered Prompts or Text to DocGen

  • 9 February 2024
  • 2 replies
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J
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In DocGen for Salesforce - Is it possible to add a user entered field, or prompt the user with a question that can be answered and then that text would be added to the document? This information would not currently be saved in Salesforce and would be manual entry.


For example, we have an additional driver form that would require our users to enter information for additional drivers from a policy holder’s household, and the user creating the document would fill that information in.

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Best answer by Brent_Doc 9 February 2024, 21:58

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Brent_Doc
Userlevel 2
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Hi @JustinJuzdowski  - 

 

Based on your description of your use case, I believe the DocGen Form Steps feature is what you are looking for. This feature will prompt the end user to fill out the form for data not stored in Salesforce, them use those and the corresponding <<tags» to fill data in that specific Generation run.

This is currently supported from a Button Run - not the Nintex Lightning component or Flow actions.

The feature works in the lightning User interface, just currently needs to be setup/Configured in the classic DocGen Page interface. ( it is one of our last features to migrate to our LEDD interface) 

 

DocGen Forms: https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/t_Forms.htm

Hope that helps!

Brent

 

 

J
Badge +1

Thank you, Brent! This seems to do the trick - however, now that we’ve got them set up for one template, they are appearing for every template. Is there any way to delineate specific form steps for certain templates? Or would every template within the package always be subject to every form step?

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