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Nintex DocGen for Salesforce

Find resources, discussions, and troubleshooting tips to streamline document generation and automation in Nintex DocGen for Salesforce.

  • 353 Topics
  • 637 Replies

Get Ready! Upcoming Salesforce Security Changes for Nintex DocGen for Salesforce

Update 14 August 2026: The deadline for upgrading has been extended until September 30, 2026 Salesforce has approved our extension request. The dead...

353 Topics
JustinJuzdowskiRookie
 Nintex DocGen for Salesforce
nickbianchiRookie
 Nintex DocGen for Salesforce
yassineRookie
 Nintex DocGen for Salesforce
JessicaPRookie
 Nintex DocGen for Salesforce
Table with repeated rows also returns table text titles for each line of data

We have a requirement to show rows for as many records there are for a specific record value. We work in finance and have a table in a word document to list all “Borrowers”. There is always at least one of these so the text of “Borrowers” is ok to always show and is not part of the table. However, we also need to show all “Guarantors”, if there are any. This is where it gets tricky. The “Guarantor” table include this word on the left so it appears the same as “Borrowers” does. In order to ensure the word “Guarantor” doesn’t remain on the word doc is to include it in the table so it is removed if no records are found. If there are NO “Guarantor” records, the table will delete. Perfect. If there is more than one “Guarantor” this word appears to the left of every matching record listed. Eeeeash. Is there a way to make the text appear or not appear in any other way? I am struggling to meet this requirement. Any help is appreciated.   

1582
EmmaCee23Novice
 Nintex DocGen for Salesforce
deemanciniRookie
 Nintex DocGen for Salesforce
lsianaRookie
 Nintex DocGen for Salesforce
DebbiePSRookie
 Nintex DocGen for Salesforce
reluktntdbaRookie
 Nintex DocGen for Salesforce
Jo9988Rookie
 Nintex DocGen for Salesforce
How to use SuppressParagraph in Word Document ?

Hello,I set up a Word template for Salesforce CPQ (via Doc Gen Docusign) and I would like to remove blank space when a conditional part doesn’t display on a Doc. I saw we can use the “SuppressParagraph” but I don’t understand how to use it. I tried a lot of combination but it doesn’t work well ! I wrote a formula like this :<# <SuppressParagraph Test="/SBQQ__Quote__c/Field__c[text()=’False’]” /> #> => if the formula checkbox is True, the paragraph displays ! The rule applies to the paragraph after it although it’s already a formula applied, which is not triggered. Do I need to add something at the end of the paragraph as for the conditional formula (<# <EndConditional/> #>) to specify the start and the end of the paragraph ?Thank you in advance and have a nice day Jo

1210
zgoldbergRookie
 Nintex DocGen for Salesforce
Required checkbox group for DocuSign via secure fields in DocGen for Salesforce

We have a DocGen for Salesforce package that is delivered via DocuSign and includes many custom secure fields (which in turn writeback to Salesforce via DocuSign connect). Several of these fields are checkboxes, many of which are part of the same “checkbox group,” meaning that at least one of the checkboxes within this set is required to be checked. I understand that individual checkboxes cannot be marked as required, but I’m wondering if there is any way to create a “required” checkbox group via DocuSign secure fields in this delivery method. If not, is there some kind of workaround that would allow us to generate a document that includes field sets like this in which at least one of the available options must be selected?I know that DocuSign has a native “checkbox group” option but is there any way to leverage this via DocGen for Salesforce? What are my options?

1770
Caleb QuickRookie
 Nintex DocGen for Salesforce
Dynamic Template Side Formulas within the Same Axis as Replicated Rows

How would I go about doing a table something like this: ------------------------------------------------------------------------------------------------------------------------------------|Component A | Component B | Component C | Component Total | Rate         | Final |------------------------------------------------------------------------------------------------------------------------------------||SFFieldA          | SFFieldB          | SFFieldC         | Sum(A,B,C)           | SFFieldD  |  Sum * SFFieldD ||------------------------------------------------------------------------------------------------------------------------------------|Where SFFields are some field tagged into the template from our Apex Data Sources within the row which is tagged to be replicated, so that when the user opens excel sheets and modifies field A, B, or C, that the Sum will update as well as the final.Any formulaic reference to a cell (direct or indirect) to excel cells that are within a replicated ro

1381
AnthonyD
Nintex Employee
MMoellerRookie
 Nintex DocGen for Salesforce
zgoldbergRookie
 Nintex DocGen for Salesforce
Automatically send DocuSign envelope on delivery option

Is there any way to set delivery options to automatically trigger a DocuSign envelope to send to the first signer automatically with a single click? We send out a large quantity of contracts that are generated with Nintex DocGen and then delivered via DocuSign. Currently, this requires a lot of clicks to preview/review DocGen Packages before they go out. We’ve done some messing around with delivery options, specifically the “Signing Preview and Edit” and “Auto Send” options, but these just seem to send the package to DocuSign as a draft (although yes, it does skip some of the review work).Is there any way to instead have these envelopes automatically send? Am I missing something?The delivery option in question is below: 

1992
MMoellerRookie
 Nintex DocGen for Salesforce
BGilbergRookie
 Nintex DocGen for Salesforce
eraposhiNovice
 Nintex DocGen for Salesforce
jagdishnagarexpocitydubaiaeRookie
 Nintex DocGen for Salesforce
Caleb QuickRookie
 Nintex DocGen for Salesforce
IApexDataSource Only Works with Doubles

I am using Loop.IApexDataSource to create a custom Apex Data Source. I have followed what documentation exists, and have been using the code examples linked in the documentation. I have tried several template configurations, but no matter what I use, the only fields that properly are populated on the printed out reports are Double fields (and currency). Strings and Dates are blank. I have tested my implementation in salesforce to gaurantee the data is properly being sent to DocGen, but no luck getting back the correctly populated report.Further, if the double has any decimal places, it will show as blank in the DocGen download, so to be more accurate, only whole number Double fields work.I have properly retrieved the data from our salesforce database and stored it as a string in the response to DocGen for the query result rows. Again number columns are working 100% correctly, but nothing else is. Again, I have followed the code examples included in the documentation and still have no l

1481
zakkos1Rookie
 Nintex DocGen for Salesforce
foglightRookie
 Nintex DocGen for Salesforce
Invoice with product grouping and summing at the group level

I would like to create an invoice where product lines are grouped and quantity and price are summed for the group.Let’s say I have 5 product line items on my opportunity. All line items are for the same “Event Ticket” product. An attribute on the product line item, Ticket Type, differentiates line items, such that I have 3 Student tickets and 2 Adult tickets.Product Ticket Type Qty Sales Price Total Price Event Ticket Student 1 $10 $10 Event Ticket Student 1 $10 $10 Event Ticket Student 1 $10 $10 Event Ticket Adult 1 $12 $12 Event Ticket Adult 1 $12 $12   On my invoice output, I want to see 2 line items with summing of quantity and Total Price at the group level and a Grant Total Price:Product Ticket Type Qty Sales Price Total Price Event Ticket Student 3 $10 $30 Event Ticket Adult 2 $12 $24       Grand Total Price $54  I do not want to see 5 line items listed out.I have successfully used Grouping

1030
lmccrayNovice
 Nintex DocGen for Salesforce
mcoe22Rookie
 Nintex DocGen for Salesforce
How to align replicating signers in the template file using NWC and DocuSign custom tags

Thank you for the helpful information in However, I am trying to use a custom DS tag in tables where recipients replicate in the event there are multiples. Your advice of “Make sure to append {r} for multiple recipients. (i.e dl.SignHere.{r})” works well for a static number of recipients, but does not when they need to replicate. I am using a named range excel file for the connected data on the templates to accommodate the replication for the standard Nintex and DS tags that is working very well.  Or is it possible to add the custom tag to Recipient Sign Options so I can assign it to the different recipients that way? I was able to add the new value to the Sign Options, but it is not displaying in the “Available Sign Options” under the recipient.  

1000
rcentRookie
 Nintex DocGen for Salesforce
Error generating doc with quick action button using Loop:RunDdp lighting component

I followed this article’s (https://help.nintex.com/en-US/docgensf/DocGenMobile.htm) ‘Nintex DocGen for mobile users’ section to create a new Action button on a custom object with Loop:RunDdp Lightning Component. I have successfully created an action button, but I keep getting the following error when trying to generate documents using this new button, logged in as an external experience site user.Error creating attachment for (<custom object name>:<record Id) (insufficient_access_on_cross_reference_entity): You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. (ExternalError) Include this Error Id if you contact Nintex Support: 1f0c3e5e-6d6e-46e8-b0aa-290a4ff01b7e.   I do not get this error when generating the same document using a previously created URL button, logged in as the same experience site user. This URL button redirects user to Visualforce page loop__

2130
Mel_StephensonRookie
 Nintex DocGen for Salesforce
how to use 'is blank' filter on component group

I’d like to filter a component group to display only when a field has content. Or, put another way, if the field specified in the filter is blank then I don’t want the component group to be pulled through on to the document.My specific use case is that I have a component group which is just a title or header of ‘Additional Terms’. If no additional terms have been specified on the opportunity then I don’t need the title for that blank field.I can see that there is a filter of ‘is blank’ and my instinct was to write ‘false’ in to the filter criteria thinking that would equate to “If this field is not blank then display this component group otherwise don’t”.But this doesn’t seem to work. I can’t find anything in the documentation about how to do this. Is there anyone who happens to know how to achieve this?Many thanks in advance for any help. 

2714
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