Nintex DocGen for Salesforce

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 controls are very limited (no calculated fields, repeating sections, panels...etc), basically none of the advanced classic form capabilities.  Any insight is greatly appreciated.   

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? 

What's the story?  I am trying to create a button that would pass the Quote.ContactId from the Quote object.  It throws an error.  Here's my button code:/apex/loop__looplus?&eid={!Quote.Id}&filter={!Quote.RecordType}&hidecontact=true&contactId={!Quote.ContactId} It also doesn't allow Contact Name to be chosen from the Insert Field.  It's kind of a big deal to be able to pass the contact so we can automate who an email goes to once the ddp is generated.  Any advice?

I am looking to check a salesforce field in a MS-Word doc to suppress a blank contact mailing address field,IF «CONTACT_MAILINGXYZ» <> "" «CONTACT_MAILINGXYZ» ""doesn't seem to cut it....What am I missing?Sorry still a newbie to drawloop.

Hey there, I have Docusign DDP tags in my contracts which provide the customers the designated spot/s for them to sign in.I'd like to add additional fields to my DDP templates where the customer should be able to either modify the existing data or have the option add it if was blank.I don't know how to get additional tags on my recipient records (Are there more options that can be added to the "Sign Options" picklist?), and any tags that I add in now are required. So for example if I have a field on the contract for the customers phone number:Basic question: Do I have access to an optional field tag, which I can put in an IF statement to generate the Docusign tag if there is not phone number on file?Ideal functionality: Is there a way to tag the document so that that the data currently stored for that field will be displayed to the customer but they have the option to edit it? Thanks!

We have created a report pulling data from an Opportunity (Master), Contact and Land (Custom Object with a many-to-many relationship to Opportunities). The schema is as shown below. The "Related by" between Opportunity and Account is "Lookup from what you have", and likewise between Account & Contact. Our report requires data from one of the Land Object Records. The Land Name could be entered against the Opportunity at the time of running.  Has any of the Community successfully reported data against similar requirements and if so would you mind sharing your solution, ideally pausing the report execution to request the Land Name from which to pull fields for inclusion in the report?? Thanks, Greg  

I have an object (shipping addresses) that is child in Master/Detail to Opportunity.  The Opportunity Line Item looks up to the Shipping Address (line items may get shipped to different locations). I can't seem to build the relationship in Drawloop correctly to get to the Shipping Address.  Seems I should be able to start with Opportunity Line Item and then get to Shipping Address - but my only option to start with is Opportunity.   What am I doing wrong?

I need to include fields in a DDP from a record that is related to the DDP object via a lookup field.  The DDP object and the lookup object are the same.So if the DDP object was record__c and the lookup field was partner__c that looks up to record__c as well, I'm trying to get the fields from partner__r.record__c.Thanks.

Where can I find information about moving my DrawLOOP DDPs and associated docs from a sandbox into testing/production orgs?  My google search 'moving DDP to production' turns up some old info about a migration tool.  But that doesn't provide anything helpful.  Any input would be appreciated.  Thanks

Per the instructions in your documentation for Conditional text in Microsoft PowerPoint, I am trying to enter the field tag into the cell range, but I am receiving the following error: "You must enter a valid reference you want to go to, or type a valid name for the selection."  Am I doing something wrong?  Please see attached screenshots.  I am using Excel 2016.

The value of the "p3_lkid" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information.  Can someone add some info on why we get this error? What is required here to fix it?I am using ProcessPdp paramaeters with Email delivery option. I get this error as soon as the document generation process is 100% and it moves to next page, which i guess is the email customization page, to enter To address, CC subject, email body etc.

We use drawloop to generate docusign documents and excel boarding sheets for loans we originate. The boarding sheets contain sensitive information, including EIN (aka Tax ID) numbers for businesses. Until now the EIN appearing on the boarding sheet has been in XXXXX0000 format where only the last 4 numbers are visible. Is it possible to generate the whole EIN on the boarding sheet?

I am trying to implement this in salesforce , and I need to show records in a comma seperated way with last record having 'and' instead of comma right before it.

I have an SOQL count query that when I put it's Field Tag in the word document the number appear with comma. For example 1,500. I want the result to be a whole number e.g. 1500.

Is there a report I can run, or another way, to identify which document packages a file is used in? I reuse the same file in many different packages, and I want to be sure when editing a file that I will not unknowingly break functionality in another package.

Can you provide an example of a use case for a relationship with a copy type of "Group?" I'm not sure how to correctly configure a relationship that uses this copy type. If it helps, this is my use case: The opportunity is my starting object. I want to display a table of the Opportunity Products, grouped by Product Family.

I have 3 layers of object relationships -- Opportunities, Rooms and Passengers.  Rooms are directly associated to an Opportunity (1-to-many) and there are many passengers in each room. For each Room in an Opportunity, I need to generate the same templated document but a separate output file per room (not running list in one file).  Is this possible, and if so, how do I setup the DDP to make this happen?  Do I need mass merge or is this possible in the Business edition?

Can Nintex DocGen for Salesforce merge to a fillable PDF (not just a PDF)?nintex for salesforce‌  

I am building a system that will be deployed to 8 different Salesforce instances and includes several DocGen packages. Is it possible to include the DocGen packages or do I have to rebuild them individually?

I am using Nintex Drawloop Salesforce Application. I have created a DDP and added delivery option to store as Office 365. When I am generating document using this delivery option the generated document is being uploaded to SharePoint site folder. My requirement is to every time when user selects this "Office 365" delivery option. A copy of the generated document should also be attached to the record from which the document package was run. I have also checked the "Allow Attachments" checkbox on DDP record and also created the custom "Run Document Package" button with "Attach Back" option true. Following is my custom button code : /apex/loop__looplus?&eid={!Opportunity.Id}&attach=true But I am not able to upload the document to SharePoint and attach to the salesforce record at the same time.Please suggest how we can achieve this.

I am creating a word doc and tagging fields from Salesforce. I created a table and followed a youtube video. Please see attached for details.