DocGen for Salesforce

I have a DocGen Package letter template where I need to set up the date field as 1/1/20xx (whatever the next year is). 

Thank you for the helpful information in However, I am trying to use a custom DS tag in tables where recipients replicate in the event there are multiples. Your advice of “Make sure to append {r} for multiple recipients. (i.e dl.SignHere.{r})” works well for a static number of recipients, but does not when they need to replicate. I am using a named range excel file for the connected data on the templates to accommodate the replication for the standard Nintex and DS tags that is working very well.  Or is it possible to add the custom tag to Recipient Sign Options so I can assign it to the different recipients that way? I was able to add the new value to the Sign Options, but it is not displaying in the “Available Sign Options” under the recipient.

I followed this article’s (https://help.nintex.com/en-US/docgensf/DocGenMobile.htm) ‘Nintex DocGen for mobile users’ section to create a new Action button on a custom object with Loop:RunDdp Lightning Component. I have successfully created an action button, but I keep getting the following error when trying to generate documents using this new button, logged in as an external experience site user.Error creating attachment for (<custom object name>:<record Id) (insufficient_access_on_cross_reference_entity): You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. (ExternalError) Include this Error Id if you contact Nintex Support: 1f0c3e5e-6d6e-46e8-b0aa-290a4ff

I’d like to filter a component group to display only when a field has content. Or, put another way, if the field specified in the filter is blank then I don’t want the component group to be pulled through on to the document.My specific use case is that I have a component group which is just a title or header of ‘Additional Terms’. If no additional terms have been specified on the opportunity then I don’t need the title for that blank field.I can see that there is a filter of ‘is blank’ and my instinct was to write ‘false’ in to the filter criteria thinking that would equate to “If this field is not blank then display this component group otherwise don’t”.But this doesn’t seem to work. I can’t find anything in the documentation about how to do this. Is there anyone who happens to know how to achieve this?Many thanks in advance for any help.

HiI am using DocuSign delivery option for nintex generated document for salesforce. I want to use DocuSign envelope template  that I have already created in DocuSign apps launcher for delivery. That template has record field update options according to envelope status. When I provide that template id error coming in nintex.  

As many of you know, today, Nintex DocGen for Salesforce supports a single embedded signer for DocuSign, but what if you have several signers that need to sign right then and there? In that case, a custom Visualforce page is the way to go to give your users a seamless end user experience.I’ve put together a sample to demonstrate how you can redirect your users to a Visualforce page after your first embedded signer is complete. This Visualforce page will house all of the signing links for each individual signer. There are a few additional steps that have to be taken for this process to work.The first step is to set up the DocuSign delivery option to include embedded signers. To do this, the field marked “Embedded Signer” should be set to “Routed via Looplus” for every Recipient record who needs to be an embedded signer. A

I have an automated Nintex package that uses Email Delivery option to email a spreadsheet to an email address field from the Account. This automation includes the end user’s email address that is triggering the automation in the To field. The email is coming from a Org Wide Email Address and the sender’s email should not be visible to the recipient. Is it possible to remove the end user’s email address?

Custom object “Pre-Job QC” with look-up relationship fields to custom object “Equipment” I need to access this file here on the Equipment: This Pre-Job QC record has a look-up relationship field to the above Equipment record:I go to run the “Select DocGen Package” and that Equipment’s file isn’t an option (nor are the other Equipment files also attached by a look-up). The below files are what’s directly in the Pre-Job QC record’s Files:

Created list view button in lightning to create and send multiple docgen documents. It originally worked, but the past few times it has failed to load. Unsure what has happened.

Is there a way to set a field tag to all lowercase letters? I know there’s a way with cross referencing, but I’m only seeing lowercase → uppercase and not vice versa. Example: { SET “Link” “<<Opportunity_Name>>” } { REF Link * Upper }I tried changing Upper to Lower with no success.Is there way to set a field tag from uppercase to lowercase? Thank you!

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.ThanksPriyanka

Hi, I am using Nintex for salesforce. Is it possible to download multiple files as a zip file and save as attachment in apex using Nintex ?

“Be sure to upload a CSV/Excel file as an attachment to your record in Salesforce.” The documentation states “attachment” - does this mean that [Files] is not possible. We no longer use [Notes & Attachments] but now use [Notes]; [Files]. When I upload my xlsx to the record [Files] I get an error. The selected import file could not be found (Import). (ResourceInvalid) Include this Error Id if you contact Nintex Support: 9d132cc9-7e84-4024-80f5-60c96f0e8bb6.

I have found the issue when we genreate the PDF in salesforce the numberning is changing from A,B,C to 1,2,3 .Please help me resolve this issue .

Hi All, I am trying to figure out how to accomplish my task. I have created a flow when starts at a custom object and has child objects.I have basically made the screen flow to go through the main object , receive updates, have them check child objects. I am able to present the preview of the docgen package, but the package is showing all records.  I starting from the parent. I want to select child records and pass those records to the docgen package. Currently I only see where you can select the 1 record but in the apex action you can send either the record ID or record IDS , if you include both you get an error. I do have record id, contact id, records ids to feed

HiI export a Salesforce report into excel and i am trying to Group the data by one column in order to dynamically create a chart in my final word Document.Each Product may have more than 1 pack size. So when the report gets exported the three is three records with sales of each pack size.I only want to see the sum total of the three ?Any ideas how i can achieve this?Stephen

is there any possibility to print only the date from datetime field from salesforce using nintex docugen word template.

Hi Team,I have a Docgen package which creates a excel files and sends to multiple users. However, I’m not receiving the mails on ‘CC’ user. This field has been set as the one of the user email field present in the salesforce object and mentioned in the format like ‘<<Opportunity_User_Email>>’. Please can anyone help me to find out the root cause for this?Thanks.

I have a DocGen package that includes ApexData for a parent object and a child. I would like to add a grandchild, and have added the code, but there is no option to add a child under the child objects. Is this possible? I did not see anything in the documentation suggesting this was limited to two levels. 

Generation an event tags document generation, where I want 2 event tags on same row.I am repeating child object by Section.On document generation its not creating 2 section next to each other.How can in use Repeat By Section for 2 column in a row? 

I have Group data in tables and wanted to calculate Total for each group, but result is only doing calculation of 1st group and replication the same value for other groups. See example below.How can I get Total for each group?

Is there a way to create standalone relationships for docgen packages with dataloader or code? I have a couple hundred docgen packages that I needed to create a standalone relationship for and was wondering if there was a way to do other than manually?

Hi, All users that tries to generate letters gets Error - Mass via Reports has not been configured for this organization.It worked last week.  How to I solve this? Best regards, Johan

Business use case: send a thank you letter to some of the contacts who contributed to the opportunity. Data setup:Each of the contacts I want to send a letter to are associated to the opportunity via a contact role Only send to contacts who have a role of “Soft Credit”Ideal user flow:From an opportunity list view, select multiple opportunities, click a button that invokes the mass button code. User is taken to the Generate Documents screen where they select a DocGen Package to run > Click Run to generate documents.  When setting up a new DocGen Package, I am not able to select Opportunity Contact Role as a starting object. See screenshot.Is there another way to configure Nintex DocGen to generate individual letters for discrete opportunity contact role contacts?I’m open to other business user flows, but Salesforce doesn’t have a list view for OCRs (understandabl

In DocGen, I have set my main/starting object as a custom object 'LMS'. It has a lookup relationship to an 'Opportunity' record, which I have set up a relationship for. However, I also want to pull in fields from other 'Property' and 'Contact' objects which have a lookup relationship with the related opportunity. Although my document was successfully generated and I used standard Contact and Property field tags are generated in the field tagger, it did not pull in data from my related 'Property' and 'Contact' records. How do I pull fields from these indirectly related records?