Possible to pass in a document dynamically at the time of document generation

  • 7 October 2020
  • 1 reply
  • 15 views
M

We have a requirement to be able to pass in a previously generated document when a user clicks the Nintex DocGen button to generate a document. Effectively gathering the merge fields at the time the previous document was generated and adding on top of them to generate a new document.

Example:

  1. Document is generated from Case Object in Salesforce
  2. 2 months go by
  3. On different case we need to pass the document that was generated in step 1 and complete the merge fields (generating a new document that has some of the values from Document 1)

Is this possible with Nintex DocGen for Salesforce?

1 reply

L
Userlevel 5
Badge +13

@Mars8729  There is no way to pull information parts of a previous document into a new one. You could just add the previously generated file as an attachment to the new document. You could also potentially use an insert-update(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/InsertUpdates.htm) to store details on a record, maybe a child object/task and then pull the information from that record.

Reply


View our Community Site Map

Nintex Community Sitemap
Terms & ConditionsCookie settings