DocGen for Salesforce

FORUM POSTS AND DISCUSSIONS | Previously known as Drawloop

  • 476 Topics
  • 900 Replies

476 Topics

J
josh_berrong
posted in DocGen for Salesforce

Recipient Order

Currently when created a recipient with the order of 11 our documents are getting two signing tags populated. It seems that both signing tag dl.signhere1 and dl.signhere11 are both populated as if drawloop is reading the 1 on both tags and populating. Has anyone else had this issue, or know of a setting or solution for this?   Thanks!

1
Brent_Doc
9 months ago
JimW
JimW
posted in DocGen for Salesforce

Removing blank lines between replicating tables

Hello, all. I'm having a problem that I can't seem to get around and need a little guidance from the community. I'm using replicating tables to try to get the output looking the way the client needs.  Ultimately, they would like it to look like the first image, but it ends up looking like the second due to a blank line that gets inserted after each table.    My data is coming from a SOQL query that contains an inner query.  My template design has an outer table that will serve as the container (and will draw the box) and an inner table that will hold the repeating table/rows and will draw the line down the center (see the third image).   Is there a way to suppress the blank line at the end of each table? If not, could anyone suggest another way of tackling this layout?

2
JimW
9 months ago
JimW
JimW
asked in DocGen for Salesforce

Allow user to select a record at runtime

Good day, all.  We have a user case where the client would like the user to select a name from a picklist at runtime and have that name and address be used for generating the document.   The picklist values would come from a custom object related to our starting object.  The custom object has multiple roles and record types, so we would want to filter the list so only certain names appear in the list.   Is something like this possible with Nintex DocGen?  If so, could you point me to where I could learn more?

3
JimW
9 months ago
JimW
JimW
asked in DocGen for Salesforce

Using Insert-Update to update fields on ContentVersion in Salesforce

We're saving our files to Salesforce Content Libraries, but there's an added requirement where we need to update the Category and Type fields on the ContentVersion object for each document produced.  We're trying to use Insert-Update in Nintex DocGen to update those fields, but when we run the doc gen, it does nothing.  We have it set up like the attached. Since the record would have already been created when the document was created, we're selecting Updating Existing Record and letting Nintex move the Content Version ID to the Field-Value Pairs. Are we doing something wrong?  Can this be done through DocGen?

2
JimW
9 months ago
L
LoisJ
posted in DocGen for Salesforce

ICU formats

Any updates on whether/when Drawloop DocGen will be compatible with the International Components for Unicode (ICU) locale formats? 

1
Brent_Doc
9 months ago
M
MWhitney
posted in DocGen for Salesforce

Data is pulling from 2 records but incorrectly placing the information

I'm Struggling to get My DocGen to pull the correct information into my component group from two separate opportunity records and essentially loop through the same component two times with separate data.  Basically its showing both bullet points but mainly pulling data from opportunity 1 where it should be pulling from opportunity 2

1
Brent_Doc
9 months ago
A
akhilts
posted in DocGen for Salesforce

Get templates used in package from Apex

Is there any function which provides the list of templates selected for a package. The function should check the conditions and return those templates selected for the

1
S
9 months ago
M
mgupta
posted in DocGen for Salesforce

How to restrict image size in rich text area fields

My output document has several Rich Text Area fields which can contain multiple images. Since the output document will be emailed to a mailing list, I need the generated document to be less than 5 MB. Is there a way to control/ optimize the size of the images during document generation? Or limit the size of the output document?

2
Calderon_Doc
10 months ago
A
alexwaldron
asked in DocGen for Salesforce

Merge fields for Month and Year

In regard to Nintex DocGen -   Can you tell me what the merge field would be for the following date fields?   [month]   [year]   This would not necessarily be related to any object, but the month & date in real time.

3
A
10 months ago
JimW
JimW
asked in DocGen for Salesforce

Display array data as a comma separated list

We have a use case where we need to display array data in a comma separated list rather than as table rows.   We're using an older version of Nintex DocGen 16.5.0.  The base object is a custom object and there is a lookup to another custom object that stores all of the participants tied to the base through a master/detail relationship.  So for each base object, we can have many participants.   We're interested in displaying the information like this: Clients: Sally Jones, John Jones, Carol Star, Kathy Thomas   It would need to be a name followed by a comma and a space and then the next name. There should be no comma after the final item in the list.   Is there way to accomplish this in Nintex DocGen? Thank you for your help!

5
JimW
10 months ago
D
danishqaimkhani
posted in DocGen for Salesforce

Facing Issue 'Maximum view state size limit (170KB) exceeded' in Job Queue Status

Using Apex (Salesforce code) to generate PDF but the job is not showing any details on job page even with one record. Please help me out to see success or error details 

1
M
11 months ago
N
Nav185
asked in DocGen for Salesforce

Docgen Error due to rich text field

I am getting an data invalid error due to my rich text field for some records and few records are working fine whenever I am running my docgen package through docgen button present in object layout. But all the records are working fine whenever I am testing the docgen package through button present on the docgen package layout

13
S
11 months ago
K
kwoods
posted in DocGen for Salesforce

Automation Error: Missing targetObjectId with template (ExternalError)

I have a process builder that calls Apex "Run DDP" to send an auto-response.  Package and Delivery Option (Email) are configured with the correct email template. I'm getting an error when the process builder runs.    "Error sending Salesforce email for (Case:<<Id here>>) (required_field_missing): Missing targetObjectId with template (ExternalError)"    What am I missing? I do not have contact selected, I need this to be sent to the "Additional To" pre-defined email. 

1
M
11 months ago
S
SamSysumNintex Employee
posted in DocGen for Salesforce

ATTENTION: Upgrade Nintex Drawloop to Avoid Flash End of Life Impact

Update 2020-Nov-06: Drawloop DocGen v17.0 is now available on the AppExchange. V17.0+ has support for connecting data such as Salesforce Reports, or Excel templates (fka as Excel as Middleware), you can now manage your DocGen Package templates without the need for Adobe Flash.  What is changing?    In 2017, Adobe announced the End of Life plans for Adobe Flash. Multiple web browsers have announced that at the end of 2020 they will be removing support for Adobe Flash (Chrome, Firefox, Microsoft Edge , Safari).  You will need to upgrade to the latest version of Nintex Drawloop DocGen to maintain full functionality.  What happens after support for Flash is removed?   Once support for Flash is removed from web browsers, the plugin will no longer load, preventing you from interacting with previously available web experiences that made use of the Flash technology.   You may already experience something similar now when using Chrome where it prompts you to

4
E
11 months ago
C
Coop-8-D
posted in DocGen for Salesforce

Signature Tags for Salesforce, DocuSign, & Drawloop

Hello.  I am new to using Drawloop & Docusign within Salesforce.  I am used to using Apttus CLM with AdobeSign within Salesforce.  I am finding signature and signed date tags a bit clunky.  Maybe it is just because I am new to these dynamics.  I am having difficulty finding any literature or discussions about this topic in a Google search.  I can find tons of easily accessible information on Apttus & AdobeSign, but not DocuSign or Drawloop.     The dl tags have very limited formatting options, or so I have read in an old article.  For example, it seems like one can choose to have time stamps on all signed dates or none of the signed dates.   So my initial questions are:  1.  Are there DocuSign tags that can be used in Word and PDF documents similar to those that can be used in any PDF or Word doc and recognized by AdobeSign where I can control the format, color, font size, length of field by the formatting used to

0
C
1 year ago
G
graman
posted in DocGen for Salesforce

Issue with Email Delivery Option using DocGen Package for Mass Generation

Hi - We are having issues with testing the Email Delivery option to get it to work for Mass Generation of documents. Even with selecting a Package and doing the Test Docgen Package does not send any email to the contacts. Please help with this. Thank you in advance.    

0
G
1 year ago
M
Michal22
posted in DocGen for Salesforce

Images do not display in an email notification (Gmail)

Hi!   While sending an email notification, the image in the Gmail browser is not available, yet it can be visible in the app... The image on the template (.docx) is copy pasted.   Gmail browser: Could you guys help wit it ?   Many thanks!

3
Brent_Doc
1 year ago
L
learn2power
posted in DocGen for Salesforce

SOQL query challenge

All, I have a query which works perfectly in workbench or developer console but does not seem to recognise in nintex docgen package SOQL query area under documents section. It says A query containing an inner query must have a Copy Type of Table.   Anyone know any resolution for this? How do I overcome this? Thanks

3
Brent_Doc
1 year ago
M
mjohnson-tena
posted in DocGen for Salesforce

Field not displaying in Field Tagger

We created a new field on GAU Allocation and need to pull this into our template. The field does not appear in the Field Tagger. I've already set the field-level security. Is there a lag between field creation and availability for use in Nintex?   Any other suggestions?

1
C
1 year ago
D
DebajyotiMukher
posted in DocGen for Salesforce

DocGen Package filter in Lightning Component

Is there anyway to use the DocGen Package filter field in docgen lightning component?? 

2
DocGenVinnie
1 year ago
D
Dms
posted in DocGen for Salesforce

How to add more than one conditional logic on the conditionally template logic

How to add more than one conditional logic on the conditionally template logic   How to add more conditional logic on the conditionally template logic  AND   both in one like   Can we use it like this?

1
Brent_Doc
1 year ago
N
NYoung
posted in DocGen for Salesforce

Clone Package in salesforce lightning

In salesforce classic there is a "Clone" button available to replicate a docgen package. Is the clone feature also available in salesforce lightning? I'm not seeing it as an option. Please advise. 

3
Brent_Doc
1 year ago
S
ScottH7a9
posted in DocGen for Salesforce

Ordering by text field in sub query

In Doc Gen we are printing out mailing information, I have been asked to make it alphabetically sorted by a text field in a sub query. Using Order By in the sub query does not cause an error, but neither does it cause the final records to be sorted the way we would like. Trying to address the field I want to order by in the parent record causes errors no matter how I try to reference it (using the relationship name with and without the __r, plural or not plural does not matter).Is there a way to do this with the current structure of the query? Example of query, RSVP_Display_Name__c is the field that all records should be sorted on.SELECT (Select id, RSVP_Display_Name__c, Address__c from RSVPs__r WHERE Outside_Event__c = '<<Outside_Event_Id>>' ORDER BY RSVP_Display_Name__c),(Select id, Branch_Name__c from Company_contacts__r WHERE Primary_Company__c = True),Name, Title, Company_Name__c FROM Contact Where Id in (Select Contact__c from RSVP__c WHERE Outside_Event__c = '<&lt

0
S
1 year ago
A
AdamJass
asked in DocGen for Salesforce

Mass DocGen notifications going to an old coworkers email

This is small, but annoying. When I do a mass DocGen run, I get email notifications. That's fine. But copied on those emails is the former admin. Since her email address is inactive, I get a bounce-back from Outlook with each email notification. I can't find where to adjust who should receive these email notifications. She's inactivated in Salesforce, and isn't a User or Admin in Nintex. Help? 

2
A
1 year ago
D
Dms
posted in DocGen for Salesforce

How to add more than one conditional logic on the conditionally template logic

How to add more conditional logic on the conditionally template logic AND  both in one like  Can we use it like this? @nintex  

0
D
1 year ago

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