Nintex DocGen for Salesforce

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 follo

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 ho

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 looku

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

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?  

I'm new to this product and have been asked to prepare a proposal document. I'm using Salesforce Orders and order products.  I would like to divide the products into two sections on my document.  One section would have the license fees and the other would have the implementation fees associated with the purchase.  I'm having trouble finding a way to identify the specific order product and then tagging my document appropriately.  Can I do this by adding product families or through the name?   I'm probably missing something really simple, but just seem to be going in circles.  Any help would be greatly appreciated!  Thank you, Carrie

I've attached a screenshot of the table from the template I am populating with rows from Salesforce. I've also attached a screenshot of the output file with some sample data.  You can see in the template in the "Menge" and "Nettopreis" columns that the tag is the same in both columns - but it is not populating in the "Menge" column - just showing the tag "<<Opportunity_LineItem_UOM_German>>." (To ward off the questions: No there are differences in spaces. I copy and pasted ">>/  <<Opportunity_LineItem_UOM_German>>" from the "Nettorpreis" column where it is populating correctly. )What am I doing wrong?  Why is the "Menge" column not populating with the value? 

I'm very familiar with Nintex desktop and Mobile forms for SharePoint O365 and on-prem. But very new to what Nintex forms can do for Salesforce. Is there a way we can create large Nintex 'Mobile/tablet" forms with Multiple sections/panels/lookups/repeating sections that connects directly to salesforce; same functionality as SharePoint. We want to be able to do the offline/sync functionality with Nintex forms but all on Salesforce. I came across this article but the form seems too simple and not offline/mobile to what we are trying to do. https://www.nintex.com/blog/whats-new-using-forms-nintex-workflow-salesforce/Update:I just learnt that a "Start event" on nintex workflow cloud can have "Nintex" as a connector, and Event "Form" and the form can be available on web or Nintex mobile. But I can see that the cont

I'm using Nintex for Salesforce along with DocuSign for Salesforce. My objective is to create a Nintex document that displays individual opportunity line items in a table with checkboxes that allow customers to indicate which products they'd like to purchase. When a customer "checks" or "unchecks" these boxes, I'd like their selection to "write back" to a custom checkbox field on the corresponding Opportunity Product in Salesforce. Is this possible with Nintex+DocuSign? Thank you in advance for any guidance you can provide!

Is there a way to have an IF statement result show in a bullet list, but if the IF statement is false to not have the bullet show?  So I want an IF statement to return text if it is true and have the text show in a bullet list but if the statement is false, return no text or bullet.If true:The corporation type is S Corp.Shareholders own an S Corp.If false:The corporation type is C Corp.

I have a table in Word document. My DDP tag blows up the formatting because it's too long, but the actual data behind it is just a date or a number. How do you solve the formatting issue with DDP tags being too long?  Let's say you have a table with prices, which is a small column. But your tag is <<Opportunity_Product_Price_Tag_Blah_Blah_Blah>>. It does not fit on the page in Word, but the value behind it is just 3-4 digit number. Any way to solve this?