Is it possible to load static data from csv/excel into a template file when running a Nintex DocGen Package in Salesforce? Example load contacts from csv file into a word template.
Question
Load static data from csv/excel file in template
+2
+8- Nintex Employee
Yes, we can do import csv/excel at run time: https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/ConnectDataToTemplates.htm (under Runtime CSVs or Excel file data attached to your record or templates)
+2Yes, we can do import csv/excel at run time: https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/ConnectDataToTemplates.htm (under Runtime CSVs or Excel file data attached to your record or templates)
I am trying to load data from static csv file to merge into docx template. Does the csv file have to be attached to the record in ‘Starting Object’, or is it possible to import data from unrelated csv file?
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