Multiple records DocGen Package generation

Hi nomishk,

Currently, the Lightning component does not support selecting multiple records directly.

However, you can still generate documents for multiple records using the following options from the Salesforce UI:

• List View button
• Mass action via Reports

We recommend referring to the official documentation for detailed steps on implementing these options successfully.
https://help.nintex.com/en-US/docgensf/DocGenPackage/BatchDocGenPackage.htm
https://community.nintex.com/nintex-docgen-for-salesforce-33/create-mass-button-in-lightning-28157
https://community.nintex.com/nintex-docgen-for-salesforce-33/drawloop-mass-via-report-configuration-28156?tid=28156&fid=33

Thanks and Regards,
Jayashankar

Hi ​@nomishk - the Test Component on the DocGen Package is used for single record generation. This Component is intended to help you easily and quickly test while you’re building out your DocGen Package (solution/use case). Making sure data is populating, the output looks good, and your delivery options are working as intended.

Once you’re ready to deploy to end users for Mass/Batch/”Multi-Record” generation, you have various options. 1) Salesforce Flow using the “Record Ids” option within our Async action. Or you could create a Loop and use the Record Id option 2) Mass Via Report 3) Mass Via List View 4) LoopMessage Class (I would recommend against simply because it involves Apex Code and in many scenarios you’re over engineering if you go this route). 

Here’s a decent related article that you could look at covering these options - 

Thanks a lot for your reply both.

I am testing this out but not sure if I have done something wrong in the setup. The Delivery option is not available for me to choose. Screen shot as below. 

I have the delivery option setup already and if I generate one single document, I can select it too. 

The download delivery option is not visible or available on this page.

Ic, in this case, how can i bypass the error please? 

It does not allow me to run it and download the documents

The download option is not available in this page. i am not able to choose anything 

​@nomishk Correct - a simple “Download” delivery method is not available for Mass Generation for various reasons. Use a DocGen Queue Delivery method. This provides a place to send each individual document where you can download them and/or merge them.

Hello Matthew thanks a lot for your reply. Sorry that how to use the DocGen Queue Delivery method please? 

Hi ​@nomishk 
1. Please switch to Classic mode to configure the DocGen Queue.
2. Navigate to the Delivery Option section and click Create Delivery Option.
3. In the Type of New Record dropdown, select DocGen Queue.

Thank you very much, all good now! 

Best regards, 
Simon