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DocGen automation using Apex

  • 23 March 2023
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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.

Thanks

Priyanka

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Best answer by Ray_Cabral 27 March 2023, 19:03

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Hi @p_berlia ,

 

Yes - this is possible using a couple of methods. 

 

1 - Using our loopmessage class in Apex code

https://help.nintex.com/en-US/docgensf/Apex/loopMessage.htm#loopMess2

 

2 - Use the RunDocGen class in Salesforce process builder or flow

https://help.nintex.com/en-US/docgensf/DocGenPackage/SalesforceFlowProcessBuilder.htm

 

Using the Apex class in process builder or flow is declarative and relatively simple to setup. It would be the recommended approach unless you would rather build the request into code. 

You do need to have automated requests as part of your Drawloop licensing, so you will need to get into touch with your Nintex representative to ensure you have the feature available to use the options above.

 

Best,

Ray C

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