DocGen for Salesforce

FORUM POSTS AND DISCUSSIONS

  • 524 Topics
  • 974 Replies

524 Topics

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pandafit123
posted in DocGen for Salesforce

Drawloop add additional contact from Primary and secondary Contact

is there in way we can add addition Contact it is showing only Primary Contact Account ContactI want to show Secondary Contact as well which is in NPSP.

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2 years ago
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ro-pyro-cappy
posted in DocGen for Salesforce

Am getting "Availability" error in DocGen package message

I haven't changed my system, so I think I missed some kind of an update. When I go through to generate my letters, I get the following error:  An error has occurred. (InternalError) Include this Error Id if you contact Nintex Support: 04c2f2c3-d173-4205-afa9-f2253759afdc. If you have made any recent modifications, try refreshing the component and run again. When I scroll to the bottom of the page, it tells me that "This DocGen Package will be available for users in the categories below only if the DocGen component was added to the starting object's page." and then it lists a number of permission sets, profiles, and roles.  

2
H
2 years ago
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karla_goodman
posted in DocGen for Salesforce

Mass DocGen Package via List View Button for Lightning

In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.  We created it via the button wizard in DocGen Admin.  In Lightning, we can no longer use that because it is JavaScript. How is anyone else accomplishing mass generation of documents now that you are on Lightning? I temporarily have my user switching back to Classic to use the button...this is not a process that I want to continue. Any help/input would be much appreciated!

7
A
2 years ago
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DALITG
posted in DocGen for Salesforce

bypass empty rows - in word template

Hello,   I setup a package that displays opportunities for a contact. My WORD template has a table to display one opportunity per row. I added a condition to bypass some of them. My test data has 10 opportunities for the contact, but I only want to display 4 that meet that  condition.   My PDF is showing the 4 rows that meet the conditions perfectly, but for all other 6 it creates empty row each in my table.   How can I avoid those empty table rows?   I want to add that I defined my Package with Contact as the main object, Opportunity as a related By and Row as Repeat By.   Thank you

0
D
2 years ago
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lmccrayNovice
posted in DocGen for Salesforce

Copy a DocGen Package

I have an existing DocGen Package and I want to copy it.  The only difference in the two packages will be that one will have a fixed date and the other will be the current date.  If there's a better way to do this rather than duplicating the package, please forward.

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2 years ago
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DRPNovice
asked in DocGen for Salesforce

Archive DocGen Packages

Can I archive old DocGen Packages so they don't show up in menu but are available to use or clone? Thanks

1
L
2 years ago
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Komal_G
posted in DocGen for Salesforce

Drawloop - Vlookup on Dynamically Replicated Data in Excel

Hi All,   DrawLoop uses an excel template in Salesforce to generate documents from Order record. When running a DDP that uses row replication in Excel for line items, I have used Excel functions to calculate values for few columns. Used Vlookup function to search certain value from dynamical data(row replicated table array), but it is not working as expected.   I have tried multiple ways of selecting table array while applying Vlookup, by selecting a range of cells for the data, and selecting the top row of the table (which shows cells with start tag), but it is not working at the moment.   Any help would be appreciated. Thanks in advance!

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L
2 years ago
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StefanS
posted in DocGen for Salesforce

Make an entire table or table row conditional

I have a quote in Salesforce with 10 line items. These fall into 2 sepertate categories (payed once or payed monthly, defined by a checkbox for "payed once" in salesforce). In my Word template I have 2 tables. The first one should display all products that are payed once. The second one should only display the products that are payed monthly.This basically works, but both tables have 10 rows. In table 1 there is no data in rows 7, 9 and 10. In the second table rows 1-6 and 8 are empty. Instead of having empty table rows, I don't want to have table rows at all for products that should not be displayed. Table 1 should have 7 rows of which none are empty. Table 2 should have only 3 row (non empy). How do I make the entire table row conditional (inside an IF formula field in Word) instead of just the content of a cell?Problem 2: Make a whole table conditionalThe entire quote word template actually has 4 tables. 1 and 2 diplay prices when de client wants to buy the products.Table 3 and for

4
R
2 years ago
J
JGavette
posted in DocGen for Salesforce

Backup Documentation

This might sound like a silly question, but I have been looking around to no avail.  How do I add a supplementary (PDF) file to a package.  This supplementary document is not customized and should be included in all packages.   Thank you for your help.

1
M
2 years ago
A
AtlasCan
posted in DocGen for Salesforce

Group child records by their parent

Hello, I'm trying to group child records by their parent in a .PPT document. I can use SQOL to query to get the parent from the thild but this only lists either one group of child if i filter by <<parentId>> , or all children records in the template. When I do a SOQL query to get children from the parent and make the row return as a table, it gives this error on save: In the query, introduction custom object is the parent, selected offices is the child.  select id, Order__c, name, (SELECT Id, Name FROM Selected_Offices__r) from introduction__c where Related_Opportunity__c = '<<Opportunity_Id>>' and Include_in_Search_Report__c = true order by Order__c   

1
Brent_Doc
2 years ago
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lucille
posted in DocGen for Salesforce

Print and Mail Services from Drawloop

Are there any good print and mail services that work with nintex drawloop?

0
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2 years ago
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AtlasCan
posted in DocGen for Salesforce

Can we use more than one Apex Data for document generation (.PPT) ?

Can we use more than one Apex Data connection working alongside a SOQL query? 

0
A
2 years ago
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chrishighRookie
posted in DocGen for Salesforce

Trying and Failing to use nested IF Statement in MS Word

I've done plenty of IF statement formulas in Word, and plenty of NESTED IF statement in Salesforce, but I can't seem to get a nested IF statement to work in Word. I've looked many Google results and the approaches never quite work, I'm assuming I'm down to something as simple as a misplaced quotation mark now.My use case is to TRANSLATE an English pick value into German for the output document. The users aren't using German, but the customers might be. I've tried a dozen variables of the statement below, but the output keeps resulting as {IF regardless of input. It's treating the very first statement as a false instead of moving to the next nest... Can anyone recommend a fix? IF "<<Quote_to_Contract_Commitment_Level>>" = "Quarterly" "Vierteljährlich" {IF "<<Quote_to_Contract_Commitment_Level>>" = "Monthly" "Monatlich" {IF "<<Quote_to_Contract_Commitment_Level>>" = "Other" "Andere" "Jährlich" } }

9
C
2 years ago
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MiloslavRookie
posted in DocGen for Salesforce

Generate exact excel table from SFDC report

Hi, I would like to kindly ask if it is possible to generate an exact excel file from the report? I mean with an exact grouping of rows and columns as it is in a report. When I generated excel from summary or matrix reports there were missing the grouped columns and rows. Thank you!   BR, Miloslav

0
M
2 years ago
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richa1008Novice
posted in DocGen for Salesforce

How to resize table automatically

Hi, everyone!!My question is as follows I have created a Nintex template for my report with all the merge fields. Now when I am adding a table in a Salesforce field I am getting the table in the report but the table is not resizing automatically in the report, it's too big, it is coming out from the margin. Once I download the report, I have to adjust the table manually. I would like the table to fit into that margin without manual adjustment. Can anyone help me with this issue pls?

0
R
2 years ago
E
ehooper
posted in DocGen for Salesforce

Partner Community

I've set up Salesforce Partner Communities for my client, however the DDP button on a custom object is not functioning.  I've switched the licenses over to the partner users, given read and edit access to all of the Nintex package custom objects, and have selected the required system permissions (as outlined in the Nintex Doc Gen documentation) using a permission set. When the DDP button is clicked, it goes to a page saying the community is "Down for Maintenance".  Does anyone have any insight as to how I can get this to work?  Thanks

1
Z
2 years ago
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BethP
posted in DocGen for Salesforce

Conditional formatting Word Document If Then Else

Hi. I need to find a way to implement Conditional formatting in a Word document that supports if/then/else logic. The Nintex examples show how to use condition formatting in Word using If logic but you cant have 'then else' logic that i can find (unless using Word Mail/Merge). I had originally thought of doing the logic in a Salesforce formula field but if there is a better way to use the Nintex Drawloop and Word functionality Iwould prefer to use that. Thanks for any insights!  

1
P
2 years ago
A
Arv123
posted in DocGen for Salesforce

Invalid cross reference key

error sending salesforce email for (invalid_cross_reference_key): invalid cross reference id (externalerror)

1
L
2 years ago
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Ranjeet_Kumar
posted in DocGen for Salesforce

LoopMessage and Document Request Info

Hi,Is there any way to know which DDP Package has been used for a Document Request Record. I definitely don't want to use Output File Name as matching key.More Info : I am using Apex (LoopMessage) to generate documents using DDP Package. After processing a Document Request record will be created and I want to track which DDP Package has been used for Document Generation.So is there any way to tell Nintex to map DDP Id to Document Request ?  

0
R
2 years ago
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djibril
posted in DocGen for Salesforce

Improved way to Content Document from RunDocGen Package Apex action downstream in Flow

I am trying to improve an existing flow that leverages the RunDocGen Apex Action in flow. Specifically, I'd like a better way to get the newly created Content Document(s) and utilize downstream. What guidance can be provided on the appropriate pause such that my get records step doesn't query before the new document file has been created? Is there a platform event or something else I can queue on? Ideally, the action would have our new content document or CD link as an output. It appears that it does not.My understanding is the package runs asynchronously and so I need some criteria or platform event to ensure we capture the content docs.

0
D
2 years ago
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MaxASP
posted in DocGen for Salesforce

Attach as Content - not linked to record

Dear all,I am using Delivery Option = Attach and Store As = Content. The file generates OK and I can also see it under files. However, it's not shared with the actual record where I generate the file from. Therefore it also doesn't appear under notes & attachments. Is there any way to fix this? Many thanks,Benjamin

0
M
2 years ago
J
jferrara
asked in DocGen for Salesforce

Save documents to Salesforce Files

Is it possible to save documents to Salesforce Files.  If I select Always output documents as Attachments to the record in my ddp's delivery option, and in Salesforce Files General Settings I have Checked 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files not as attachments' shouldn't my saved documents go to the Files Related list for the Contact I ran the ddp from.  Any help would be greatly appreciated.  

2
J
2 years ago
K
Karthikeyan_DL
asked in DocGen for Salesforce

Error : There are no DDPs for you to run

Hi Team, Getting the below error on the LOOPLUS screen in salesforce. There are no DDPs for you to run.   We have few DDPs under the DDP tab, Can anyone help us to fix this issue? Thanks,Karthikeyan 

2
K
2 years ago
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roshankhotele
posted in DocGen for Salesforce

template selection based on conditions

Hi All,   I have a custom button for document generation and template is predefined there. I want to put a condition there and based on condition I want template to get selected automatically. How I can achieve this?

1
S
2 years ago
A
Anonymous
posted in DocGen for Salesforce

Unable to authorize: Unknown authentication error. Error Id: 71e63f64-8583-4229-956b-3cc4b5fd510e

Hello,    One of our users is running into this error whenever they try to generate a document in Salesforce using our Nintex integration: Unable to authorize: Unknown authentication error. Error Id: 71e63f64-8583-4229-956b-3cc4b5fd510e.   Has anyone encountered this before? Could help solve this?

0
A
2 years ago

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