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Hi There, 

Using Docgen for Salesforce. 

I have the requirement to have 3 summary tables in my report. It seems the only way to do this is using Excel as middleware. Unfortunately, I was unable to pass my Excel as middleware summary data back into my Word Template. 

 

I’ve searched for video/tutorials on how to do this and found nothing….all old salesforce classic examples.

 

Does anyone have a guide on how to do the Excel as middleware then passing it to the word template (for Salesforce Docgen)? 

Best

-s

 

 

Hi Seth,

 

This is our current version on how to connect your excel template: https://help.nintex.com/en-US/docgensf/Templates/ConnectDataToTemplates.htm

 

Let us know if you’re still having trouble getting this to work.

 

Thanks!


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