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How we can achieve Grouping in Nintex


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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 FALSE Yellow 23 Blocked
New Pipeline654 67 FALSE Green 34 Ongoing
New Pipeline551 67 FALSE Green 34 Ongoing

 

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4 replies

Brent_Doc
Nintex Employee
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  • Nintex Employee
  • 53 replies
  • January 10, 2025

Hi ​@dinesh  - Grouping replication setup can be found here: https://help.nintex.com/en-US/docgensf/Templates/GroupedReplication.htm

 

That should set you up. Let us know how it goes!

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  • Author
  • Rookie
  • 2 replies
  • January 14, 2025

Hi Brent This is an Excel Sheet and we need the grouping to be achieved in nintex in Excel.

As the above documentation is about grouping in word and powerpoint.

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  • Novice
  • 1 reply
  • January 27, 2025

Hi ​@dinesh, did you ever find a solution for this? My team had a similar use case (but in a Word document) so I was curious to know the result.

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Brent_Doc
Nintex Employee
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  • Nintex Employee
  • 53 replies
  • February 6, 2025

Hi ​@dinesh  - since Excel only supports Row replication, The standard Grouping relationship wont work. to get data of two level in one relationship, you will need to use a SOQL or Apex Data so you can get the data in a single row relationship. 

 

Once you get the data in excel, still not sure if you will get your exact output without additional excel or word logic and formatting. 

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