Nintex DocGen for Salesforce

Hey folks- quick question here: We have multiple contract templates (from the .docx Word format) which are owned by multiple directors.I followed the "https://help.nintex.com/en-us/docgen/docservices/docgen-sfdc/Services/templates/AddImagesRichTextField.htm" guide for how to add an Rich Text Field to an object, and then added the image in both Salesforce and Word; that all seems to work just fine. The issue is that each Opportunity has a different owner, and I'd like the template to reference a different signature depending on who the Opp owner is.  My attempt to resolve this was to create a field on the owner's User record called "OwnerSig" and populate it with an image of their signature.  (The field has no restrictive permissions- everyone can see and edit it on all profiles.) My next step was to create a field on the Opportunity object that references "OwnerSig".  I tried to create a Formula Field in the Opp sig to do just this, but the "OwnerSig" field did not populate the list of

I currently have a batch job setup the automatically initiates a package and attaches a Drawloop document to multiple records that meet XXX criteria on the 10th day of each month. The process works well, but in turn, creates multiple documents on each record separately. As a result, staff members are forced to click into each record individually and print each document one-at-a-time.With that said, is there a way to merge multiple records into a single, consolidate document? In other words, is there an out-of-box way, or a method that uses Apex Code that could merge separate draw loop documents from separate records into a single PDF document? The records are not related so that rules out using any kind of related list merge template in the doc itself.I have played around with the "Mass Generation" feature, but that seems to still attach documents separately. I have also found this similar forum post from a few months back, but it doesn't look it was ever resolved with an answer:https:

I can't seem to get the files generated with DocGen and DocuSign to be attached as Files even after changing the settings to use Files as the attachment preference. Reason I'm not using Insert-Update is because we are transitioning to Lightning and would rather use a flow to create a contentdocumentlink and attach that to the account when the opportunity is Closed Won rather then document generated. Any solutions out there?

Hi AllI was trying to create a case for technical support but all links kept sending me here so I'm hoping this is the right place. I have a button on my account where I'm generating powerpoint documents for multiple related child records and having those documents attach to the account and the related children. When you select the records and hit the button it lands directly back on the account. You have to refresh the screen on the account and the child records several times before the attachments appear.  I'm wondering if there is a way to create some sort of visual progress bar or to just speed up the process to allay confusion and frustration.  Can someone advise or point me to the right group/board to answer the question.Thanks in advance

Hi,I have a multi-select picklist in Salesforce with values A, B, C, and D.  I want to only show rows of a table in my Word template if the corresponding value is chosen in the multi-select picklist.  For example, if I select A, B, and D from the picklist, I would want the entire row for C below to be hidden.  Is this possible? Header 1 Header 2 A 1 B 2 C 3 D 4  Thanks,Scott

Is there a way to have Odd Even Rules for rows?  

Hi All, I'm new to NinTex Drawloop(DocGen) for Salesforce, how can I start my journey to become an SME.Suggestions and links would be a great help and appreciated. Thank youSiva

I have multiple checkboxes on my Salesforce object that i want to populate with a cross/tick on my document. How can i populate this based on a true value of the Salesforce checkbox field?  

Hello DocGen Admins, With the DocGen Engine upgrade coming in the next few months, we want to make sure you are prepared for the upcoming changes. Please find details below regarding the upgrade process, timing including Sandbox switches, recommended steps to prepare, and any applicable action steps. Upgrade ProcessThe process for the DocGen Engine will involve one or more the following steps:Upgrade of Nintex Drawloop DocGen for Salesforce to version 15.5. Switch to the new DocGen Engine. Activation new Remote Site Settings Activate new CSP Trusted Site IP address Whitelisting** IP Address whitelisting is required if the security policy to your Salesforce Org or other external systems requires it. See the IP Address Whitelisting section below for more details. The following table outlines what is steps apply determined by the version of Nintex Drawloop DocGen installed: Version of Nintex Drawloop DocGen Applicable Steps 15.1 to 15.4 Upgrade of Nintex Drawloop

Is it possible to pull Contact details for multple users onto a template for DocuSign?  For example,  I have an Approver and a Signer but I only want to pull the Title of the Signer onto the template.  The approver is merely approving the DocuSign and passing it on to the Signer who does the signing and initaling. How would I go about doing this?  I notice there is only 1 "Specify the contact to use for the DocGen Package" which replaces both the Approver and Signer if selected.

Facility( picklist Field) with Chicago,Las vegas,HoustonSo If  facility = 'Chicago' display the AddressIf facility = 'Las Vegas' display the addressIf facility = 'Houston' display the addressHelp Please 

I am struggling to write an if then statement for a null condition.  Here is what i am trying to do: If all fields have content in Salesforce, show this way:Attendee Name, Attendee Title  If there is no title in Salesforce, show this way:Attendee Name  Here is the code I am putting in Word <<Attendee_Attendee_First_Name>> <<Attendee_Attendee_Last_Name>> { IF <<Attendee_Title_Form>> = “” “” “, <<Attendee_Title_Form>>” *MERGEFORMAT} When I run the report - I get this:First Last IF Title = “” “” “, Title” or if there is no title - I get this:First Last IF  = “” “” “,” I can't figure out how to write the code in Word.  Any help would be appreciated Thank you,Karen HimesWestern Energy Institute

Hello, I need to set the locale of some docgen documents in Salesforce to en_GB or English date formatting, DD/MM/YYYY and completely ignore the user's locale settings. This is because I have multiple users that require to print in this format but most of the time don't have those locale settings (they want to view salesforce and print other documents in their local date format). I have tried doing "MERGEFIELD <<Field>>  @ DD/MM/YYYY" * MERGEFORMAT" but I get mixed results, sometimes the month or day gets swapped around.  Ideally, I'd like to use the "locale" section on the "Docgen Package details" section to force English locale on certain documents. However, if I put in "en_GB", it doesn't seem to work. Anyone have any ideas? Thank you.  

I'm creating a custom button and running into some issues.  When users click the button, it should automatically run a few different docgen packages.  It should run 2 packages and also run 2 other packages if certain conditions are met.  On my custom object, I have it setup so the required conditions are met for the 2 additional packages, but when I click the button I only get 1 package to run and that package is one of the conditional packages. Below is my code:/apex/loop__looplus?&eid={!Client_Checklist__c.Id}&accountId={!Client_Checklist__c.CompanyId__c}&autorun=true&ddpIds=a0jK0000003k9ucIAA%2Ca0jK0000003kF1PIAU,{!IF(Client_Checklist__c.sdocs_web_indicator__c=TRUE, "a0jK0000003k9svIAA", "")},{!IF(ISPICKVAL(Client_Checklist__c.CBP_Checklist_Status__c, "Complete"), "a0jK0000003sRqCIAU", "")} The only package I get to run is the last one that is dependent on the checklist status picklist equal to complete.  Any thoughts on how to get the others to work?

I have a DDP setup (and have worked with Nintex/Drawloop for Salesforce for about 2 years) and I'm using an Excel doc for the first time to pull in information from a pre-existing Salesforce report. My problem is that while I am able to get the data from the report to print to a sheet (Sheet1), it starts in cell A1.  I want to put some header information above it.  Basically, I want to start the table listing around cell A8 or so.   I've read several pieces of documentation and haven't been able to figure out the right syntax for Sheet & Range combinations.  I have only seen that you can give a sheet name and not a range in Excel.  Can someone confirm if this can be done? 

This is a really wonky two-part Word document requirement.    1. I created a row table to display a custom related list. If there is no data to display, I don't want the empty/blank table to display. How does one do this? 2. In a row table, can I have conditional formatting to display Quote record fields IF a specific Product is selected from the standard Products functionality?  

We were trying to generate date after 10 days from Today/a salesforce date field . How to get that date after 10 days from the todays date

I've created a document that I send out via SignNow for electronic signature.The source (custom) object is an invoice. The invoice is related back to a project (our projects are steadily invoiced over time so a project will often have multiple invoices).On the project there are some specified contacts (who is the client project manager, who is the client project billing contact etc)All of the relationships are fine and I am able to add any of those project level contacts to the document. Here's my question: when I configure the DDP I am unable to find a way to specify one of those project level contacts as being a SignNow recipient so that when you run the DDP the name of that recipient is already populated which means that currently the person running the DDP has to check who that contact is first and then do a lookup of them when they run the DDP (you can see below that Signer 4, the client contact, is blank) I have tried seemingly every option in the dropdown field for 'specified re

I'm trying to create a component group that populates text based on a custom text field in salesforce. If an account has sub-companies listed in the custom text field, then I want them to appear on a separate line in my document with Related employers: Sub-company 1, Sub-company 2, etc. I can get the above to appear, but if there are no sub-companies I want the component group to be deleted so I checked the box to delete container if empty, however my component group will not be empty because it has the words Related employer: before my field tag for the custom text field.  To get around this I wanted to add a filter to only pull the component group if the custom text field is not blank.  Since I don't see a filter option for is not blank, I thought I would create a custom checkbox formula field on the account and use that checkbox for the filter.  If the checkbox is checked (field is true) then I want the component group to populate.  If the checkbox is not checked (field is false), I

Hi, I have a roll-up summary field on a Contracts object, that counts additional Sites who would be taking advantage of a Contract's pricing. The contract form I'm populating represents this as a checkbox (to indicate that the site page is warranted). By using a roll-up field to determine the presence of these child sites, I can avoid user error... BUT is it now possible for me to tell DocGen that a Word box field should populate as checked, if the source field >0?

Hi, I'm currently working on a form using order products from Salesforce. The order product doesn't allow the removal of decimals in SF, so I am trying to remove them per the customer's request in the proposal document we are creating.  I've found reference to round(), but can't find directions on how to use the runtime functions in my situation.  An example of my tag is <<OrderItem_TotalPrice>>.  Is there a way to add a function to remove the decimal and have the result be only the whole number?  I appreciate any help!

Hi,We have a number of donors that make a recurring gift every month, so 12 per year. I am struggling to produce a thank you letter that lists all the gifts in one letter for each account. I am able to get all the gifts to show up in a table on the letter but the problem is I am getting 12 letters for each account. SO each letter has the correct information but there are 12 of them per account.Can anyone provide any help for me? I know I am doing something wrong but I don't know what.I've attached a sample of one of the letters (the template is a mess. Just testing now). Thanks for any help.Cynthia

Hi I am not sure if anyone could help me with this odd issue. We use DocGen for Salesforce for the document generation. The document is sent from DocGen and uses DocuSign as the delivery method (see the screenshot 3). We noticed there is a typo error on the email subject line (the pre-populated subject line from DocGen) of DocuSign (see the screenshot 2), but I couldn't find a way to edit it on DocGen. Could you shed me some light? Thanks,Paul  

Hello everyOne ,We migrated the data from Sandbox to Production,docGen was limited to profiles including systemAdminstrator  and some profiles ,the docGen is working perfectly in sandbox, but in production org except systemadministrator , no other profile is able to access the docGen component in record,we are getting errors like as in the picture

Once the document templates are created by a licensed user, can other non-licensed Salesforce users access/generate the documents?