Nintex DocGen for Salesforce

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.

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.

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.

Hi all, with the Salesforce DocGen action, formulas can be used as per this help article.  The article leverages MS Word, quick parts and formula builders to generate conditional text. Is the same thing possible using the Drawloop action in Nintex for o365?  I've tried but the field codes don't seem to be recognised. I've tried writing a formula just to display the contents of the variable as a basic test and that fails.  My conditional statement (IF formula) also fails - always evaluating to false.  By way of example, here's my IF statement: =IF <<varQty>> > 5 "This is a large quantity" "This is a small quantity" Cheers,Chris

I need to hide a table in a Microsoft Word doc if there is no data in the relationship. Currently the word doc is printing the table without any values because there are no records with a certain record type.

Hi all, Hopefully this is an easy question. I have a DDP that I'm using to generate a Word Document from a record in Salesforce and need to order the Related records in ascending or descending order in a table. I have the Related List in the order that I need it in Salesforce, but when generating the DDP, that order does not carry through to my Word Document. Is it possible to define the ordering of the replicated rows in the word doc? Thanks!John 

I have a few fields on my opportunity that have a check box next to them.If that check box is selected, I would like to add a sentence/paragraph to a word document. This is around services rendered. We select the areas we are doing work (Customer Service, Retail, Headquarter, etc). We then want to add the details to an exhibit page. If it isn't selected, no worries.What do I need to do for logic to include the check box when checked, store the sentence to add to the Word doc?I am guessing that maybe some Excel as middleware would be leveraged, just not quite sure how to make this happen.

We have successfully created letters to any Contact showing against an Opportunity Contact Roles related list. These Contacts may also be contacts of Accounts that are not related to the specific Opportunity from with the DDP runs. However, this is true for Business Contacts only. When running the DDP for an Opportunity where the Account is a Person Account, the letter will be created for that Person only, even though all Opportunity Related Contact Roles are showing on the DDP Contact selection list. Has anyone encountered the same problem or aware of how this could be resolved. Thanks, Greg

I know I can set a value in Salesforce when a DDP is generated.  In my use case, I want to update a version number each time a DDP is run -- so it will start with "1" and increase by 1 each time the DDP is run.  Can this be done?  

Based on the DrawLOOP docs and this question I've managed to get some simple conditional formatting applied to my output document (Word doc).  I'd like to go another step.  Is it possible to create dynamic tables based on conditionals?  For instance I have two Project types: A and B.  Can I use DrawLOOP to pull info from certain fields and display it one type of table if current project is type A but create a different looking table (with different content pulled from SFDC) if project is of type B?  I'm fairly new to DrawLOOP but the way I understand the condition formatting applied in the link above, this process is happening in Word.  To continue this way would require creating both tables in the output doc and rely on Word to display one or the other.  Can an entire table be wrapped in this kind of conditional?  Seems to me this should be handled at the document creation step- only create the table of interest based on info from SalesForce. So two questions, do I understand the proc

I found <<Today>> in the markup, but that seems to only include the Date.  I rather need the DateTime.  What is the markup for the current DateTime rather than just a Date?

Is there a way to format a date field that is coming from a report in Salesforce and being merged into Excel?  Currently when I merge the report into Excel the date field is changed to Text in Excel and I must manually change it back to a date.  

I created a DDP in our sandbox environment, created the configurations I need, and would like to include it in a change set in order to deploy in our production instance.  However, when going to my Outbound Change Set settings, I could not find anything related to Drawloop/Nintex DDP.  Is there a way to move/deploy DDPs created in sandbox over into our Salesforce production instance?

I am building a SOQL query that pulls Lead information from many records, to populate a Word document template. I am trying to filter the data by Owner. I can't seem to figure out how to name the owner field so that it is recognized both by DocGen and by SalesForce. I've tried Owner.Name and many other things, and they either aren't recognized by DocGen, cause a metadata error, or simply don't return any results when I run the report.  Any ideas? Thanks in advance.  Here's the specific query:  SELECT Owner.Name, Company, RecordTypeId, Name, Project_Request_Description__c, NYBC_Contact_Name__c, Clinical_Trial__c, Geographic_Site__c, Operational_area__c, R_D_Area__c, Business_Model__c, On_hold__c, Lead_Stage__c, Status, (SELECT ActivityDate, Subject, Description FROM Events ORDER BY ActivityDate DESC LIMIT 1) FROM Lead WHERE (Status!=(’Sent to Operations’ OR ‘Qualified’ OR ‘Unqualified’) AND  RecordType.Name=’Research_Services_Lead' AND Internal_Contact__c!='Person1' AND LastName!=’no na

Hi Team,In word document which we have prepared I want to use IF condition in such a way that if the condition is True then it displays a table and if not then it shouldn't get displayed. What i did was created an IF statement from Insert>Quick Parts>Field i.e. IF Expression1 <> "" "Success" "Failure". After this I edited this IF condition to the image inserted below. So what does the above snippet suggest that if the Tagger field is not "" then it should display the table else it shouldn't. But when I am trying to do in such way i am getting failure. So can the team help me in suggesting that how can i display a table in if condition as per the image snippet attached above.

We have an auditing requirement that our engineers need to generate a copy of the form and store it within the project folder within HPE Records Manager. To do this I was planning on using the document generation, however I am trying to get the attachments that have been added to the form to be included in the document generation. How do you get the attachments on the Nintex form into the Document Generation? I tried adding the Item Attachments but I am getting an error complaining that it's not a jpg, gif or png file. They are of this format. Also on the top of the workflow it lists that we have 0 of 50 consumed for Document Generation, for the license expiring 30 May 2018. Is that we have 50 templates allowed to be converted or only 50 document conversions?

I notice one can create a workflow to auto-magically generate documents via a Workflow which invokes the Nintex webservices.  This process requires one or more Drawloop_Next# fields because each step is mutually disconnected, and so these fields are used to pass the various parameters such as attachments or delivery method.I notice when using the client-side Javascript button, all the parameters necessary for Nintex to generate the desired document are sent right up to Nintex just fine w/o any need for Drawloop_Next# fields; the user just clicks the button and checks the attachments (if any) and the delivery method. Could not an Apex Trigger invoke an Apex class (decorated with @Future of course) to automate the process similar to a Workflow, but possibly w/o the need to create one or more Drawloop_Next# fields since the Apex class could implement the rules regarding which attachments or which delivery method? In essence, could not an Apex trigger invoke the same end-point as the clien

When running a Word or Excel document with multiple pages (over 100) all pages are displayed. When documents are downloaded as a PDF, not all pages are displayed. Is there a limit size on PDF output pages?

Dears, I would like to upgrade to the latest version of Nintex Drawloop, can you tell me if: 1-I have to reinstall the package from AppExchange or is by other means?2-Will existing DDPs kept after  upgrading? I use the Nintex Drawloop for Ducment generation in SalesforceRegards, Bassamba

Hello All, My question is on the title  For example my column multi choice with following values (P1,P2,P3,P4) in SharePoint :If I select P1,P2,P4 this selection build a string and put it on the column this value : P1,P2,P4.I want to display checkboxes on my Word document generated (DocGen) like :X P1X P2O P3X P4 Anyone has already make it or have some ideas ? Thank you !!!

Hi all, I'm running into an "Insufficient Privileges" error when running a DDP logged in as one of our users (non system admin) and think I have it narrowed down to the authorization required. As the user, I'm now seeing a "Authorization is Required to Run" message and must click "Authorize & Run". We don't need to require authorization to run this DDP and the user has been given a Drawloop license. The profile for this user has also been given access for this specific DDP. I'm not seeing the same authorization requirement or the insufficient privileges error when logged in as System Admin. Can someone point me in the right direction?  Thanks!John

I have a field on the Opportunity products that I want to display in a field on a document. Is this possible?

I have a text area field where I don't want the table to show if there is no text. Using 'does not equal' to null, doesnt work, the table still shows with or without text. Then using 'is blank' works properly but I need it to work vice versa, if is not blank. Is there a way to achieve this?

In Lightning, when 'Generate Documents' button is clicked on a record, an error message appears indicating there are no DDPs. However, the button works in Classic, and did work the week of 7/17, when it was last tested. Please advise - screen shot below.

The document can be select and almost completes generation, then this message appears.  What does it mean?