Nintex DocGen for Salesforce

Custom object “Pre-Job QC” with look-up relationship fields to custom object “Equipment” I need to access this file here on the Equipment: This Pre-Job QC record has a look-up relationship field to the above Equipment record:I go to run the “Select DocGen Package” and that Equipment’s file isn’t an option (nor are the other Equipment files also attached by a look-up). The below files are what’s directly in the Pre-Job QC record’s Files: 

Created list view button in lightning to create and send multiple docgen documents. It originally worked, but the past few times it has failed to load. Unsure what has happened.

Hi,I am looking to generate PDFs automatically when a record is created in Salesforce. Is this possible via Nintex? If yes, can you please point me to correct documentation.ThanksPriyanka

Hi, I am using Nintex for salesforce. Is it possible to download multiple files as a zip file and save as attachment in apex using Nintex ?

“Be sure to upload a CSV/Excel file as an attachment to your record in Salesforce.” The documentation states “attachment” - does this mean that [Files] is not possible. We no longer use [Notes & Attachments] but now use [Notes]; [Files]. When I upload my xlsx to the record [Files] I get an error. The selected import file could not be found (Import). (ResourceInvalid) Include this Error Id if you contact Nintex Support: 9d132cc9-7e84-4024-80f5-60c96f0e8bb6.

I have found the issue when we genreate the PDF in salesforce the numberning is changing from A,B,C to 1,2,3 .Please help me resolve this issue .

Hi All, I am trying to figure out how to accomplish my task. I have created a flow when starts at a custom object and has child objects.I have basically made the screen flow to go through the main object , receive updates, have them check child objects. I am able to present the preview of the docgen package, but the package is showing all records.  I starting from the parent. I want to select child records and pass those records to the docgen package. Currently I only see where you can select the 1 record but in the apex action you can send either the record ID or record IDS , if you include both you get an error. I do have record id, contact id, records ids to feed to the doc gen package but do not know how to specify those to the package.My goal is to produce a pdf that will be emailed to the contact id. where I can filter the table below with selected rows. Also the total amount is off… Is the only way to do this is by excel or can I use word to sum the total price column. 

HiI export a Salesforce report into excel and i am trying to Group the data by one column in order to dynamically create a chart in my final word Document.Each Product may have more than 1 pack size. So when the report gets exported the three is three records with sales of each pack size.I only want to see the sum total of the three ?Any ideas how i can achieve this?Stephen

is there any possibility to print only the date from datetime field from salesforce using nintex docugen word template.

Hi Team,I have a Docgen package which creates a excel files and sends to multiple users. However, I’m not receiving the mails on ‘CC’ user. This field has been set as the one of the user email field present in the salesforce object and mentioned in the format like ‘<<Opportunity_User_Email>>’. Please can anyone help me to find out the root cause for this?Thanks.

I have a DocGen package that includes ApexData for a parent object and a child. I would like to add a grandchild, and have added the code, but there is no option to add a child under the child objects. Is this possible? I did not see anything in the documentation suggesting this was limited to two levels. 

Generation an event tags document generation, where I want 2 event tags on same row.I am repeating child object by Section.On document generation its not creating 2 section next to each other.How can in use Repeat By Section for 2 column in a row? 

I have Group data in tables and wanted to calculate Total for each group, but result is only doing calculation of 1st group and replication the same value for other groups. See example below.How can I get Total for each group?

Is there a way to create standalone relationships for docgen packages with dataloader or code? I have a couple hundred docgen packages that I needed to create a standalone relationship for and was wondering if there was a way to do other than manually?

Hi, All users that tries to generate letters gets Error - Mass via Reports has not been configured for this organization.It worked last week.  How to I solve this? Best regards, Johan

Business use case: send a thank you letter to some of the contacts who contributed to the opportunity. Data setup:Each of the contacts I want to send a letter to are associated to the opportunity via a contact role Only send to contacts who have a role of “Soft Credit”Ideal user flow:From an opportunity list view, select multiple opportunities, click a button that invokes the mass button code. User is taken to the Generate Documents screen where they select a DocGen Package to run > Click Run to generate documents.  When setting up a new DocGen Package, I am not able to select Opportunity Contact Role as a starting object. See screenshot.Is there another way to configure Nintex DocGen to generate individual letters for discrete opportunity contact role contacts?I’m open to other business user flows, but Salesforce doesn’t have a list view for OCRs (understandably) and I don’t know if I could configure a button from the related list.   

In DocGen, I have set my main/starting object as a custom object 'LMS'. It has a lookup relationship to an 'Opportunity' record, which I have set up a relationship for. However, I also want to pull in fields from other 'Property' and 'Contact' objects which have a lookup relationship with the related opportunity. Although my document was successfully generated and I used standard Contact and Property field tags are generated in the field tagger, it did not pull in data from my related 'Property' and 'Contact' records. How do I pull fields from these indirectly related records?

Hello!I’ve been working on moving document generation button from salesforce agents to partner community users.  I’ve created a LWC Button and making use of LoopMessage functionality for same  at https://github.com/sdknintex/dl_apex_loopMessageThe code seems to work fine when executed as Salesforce Admin, but doesn’t work when invoked from LWC Apex Imperative call.  The class I have defined is set as ‘without sharing’ as such. Also, made sure to follow the steps here - Apart from this, have also made sure to this option enabled as well - https://community.nintex.com/docgen-for-salesforce-61/drawloop-salesforce-community-user-and-attaching-documents-to-records-17631The problem is webservice callout doesn’t show any error and has no document generated as well.  I can share the logs if needed. Seems like similar issue has been asked here and no one as responded.  Kindly do help if anyone has any possible approaches to debug this issue.

Hi,I am trying to call Loop.loopMessage  request from LWC  Apex controller.  There are no error or exception .. but document is not generating.  The same method when I will call from VFpage+Apex Controller is working fine.  Is it a Known issue .. any workaround please ?Please help .. I appreciates.   Below is My Code which is not working on LWC apex Controller class .@AuraEnabled    public static void attachCaseSheetWithContact(String intakeSelectedId) {       system.debug('::intakeSelectedId::'+intakeSelectedId);       Loop.loopMessage lm = new Loop.loopMessage();       lm.requests.add(new Loop.loopMessage.loopMessageRequest(                                   intakeSelectedId,                                   'a0U1N000007DGdq',                                   new Map<string, string>{ 'deploy' => 'a0T1N000005S2Ty'}       ));         system.debug('::lm::::'+lm);         if(lm != null && lm.requests != null && !lm.requests.isEmpty()){           try{           

Hi All,Still a newer user here. I am trying to bring Contact Information into a DDP from SFDC. The test to bring back the specific contact I need is that the Opportunity Record will list the desired contact by Full Name only via a dropdown Menu. The options within the dropdown are controlled via a Checkbox on the Contact Record itself. I have tried several SOQL expressions below is the one I thought had the most potential. Any help would be appreciated.Fields usedxBContact (SOQL Alias)Bill_To_Name__c (Full name on the Opportunity of the person I want to bring back)Name, Title, Phone, Email, MailingAddress (From Contact Record)ExpressionxBContactSELECT Name, Title, Phone, Email, MailingAddress FROM Contact WHERE Bill_To_Name__c = '<<Name>>'

Hi,We have a use case where we need to print guests that a related to a particular event. An event might have several thousand guests. We experience lock ups on large guests lists, particularly if they contain images. It seems like what we need is an Apex Data relationship that can call the package and provide it a certain number of records based on a SOQL offset. For example if we had 5000 guests. We would chunk it into 5 jobs.But there does not seem to be a way in the docs to do this dynamically. I would love to take total number or rows and divide by 1000. Then just loop over that count and create n number of new jobs and pass in the offset for each one. Does anyone know how we might achieve this. Otherwise it seems like our only option is just to create multiple packages with their own offset value and run it that way. 

I have searched for a while now and can't seem to find.  Is there a way to take the <<Today>> Tag and add a set amount of days to the result.  For example if Today = 11/10/2022 and I want to add 10 days it would result in 11/20/2022 as the output. Thank you

Hi We have two Nintex packages that get delivered via Docusign on One custom object.   On One of the packages, i want to write back to salesforce and update a field on the record.   My problem is that when I run both packages from Nintex it writes back the salesforce record.   Does anyone know if I can add a condition to the writeback?   Thanks  Stephen    

Hello All, I have changed my password/security token, assigned it to webhook for Salesforce Integration and I keep getting this error when testing document transmission...I have reset my token and still getting this error...Any idea? Salesforce AuthenticationFailThe remote server returned an error: (500) Internal Server Error.sf:LOGIN_MUST_USE_SECURITY_TOKEN 

Error Message:There was a problem processing Document Package data. (InternalError)Include this Error Id if you contact support