I am having an issue with the following scenario:
In Salesforce, a user can create an Invoice Record. Attached to that Invoice record are Line Items. There can be one line item or multiple. We want to generate an excel document where each row represents for of the line items and then attach the generated doc to the invoice.
I am able to get one line item to show and the doc to attach to the files section. How do I pull each line item and populate on the excel sheet?
Thank you.
Have you added the start tag in your Excel file for replication? Please see our instruction on our help site under “Replicate Rows in Excel” https://help.nintex.com/en-US/docgensf/Templates/RowReplication.htm
Hope that helps!
Thank you.
I was able to get it working last night. I do have an associated question. I now have a request to not only
pull the original data but to pull more.
Here is my example: I have lines that are associated with x record. There can be 10 lines for one record. That is what is showing correctly but there are also records that are associated to those 10 lines. So, not only does record A have (as an example) 20 line records, but each line record has also at least four records associated with it.
So, they want to have the start tag that is working correctly but I think we need another start tag to bring in the other multiple records.
Can this even be done?
Not with Excel as Excel can only do row replication. Are you outputting the document as PDF? If so, we recommend using a Word document as a template as this can do table-row replication which will allow you to bring the grandchild records associated to those child records: https://help.nintex.com/en-US/docgensf/Templates/TableSlideReplication.htm (under replicate rows and table in Word)
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