Nintex DocGen for Salesforce

Hi   My HR department hires for 7 different umbrella companies.   I am wondering if is it possible to have a formula as the letterhead when they generate a contract with Nintex that based on what company is chosen in a salesforce field, this company logo appears on the document that is generated.   Thanks  Stephen

Currently functionality is limited to the objects related history per name, id, createdby, etc, but does not include the oldValue and newValue to show the actual updates. 

While creating a record, we are using multiple images on rich text area field. But while retrieving we are getting only first image from the record. Please look into this case also suggest by which features of Nintex we can retrieve multiple images from the record to create the pdf document.

Is anyone using AssureSign and integrating with eOriginal's electronic vault? 

I am having a hard time figuring out the proper way to have a line of text appear on our Sales Order only if and when a specific product is on our quote.  Some directional help would really be appreciated as I have had to make this optional and I know that this will not work long term.  I have looked but this does not seem to be a hot topic to search on.  Thank you!

Hi Team, We are generating documents using drawloop relationship , its working fine in Salesforce Developer Sandbox. However, its not populating data in document  for QA sandbox. We checked all the permissions and everything seems fine. please let us know if anything we are missing here.  

Does anyone run into a slow down of doc generation within Salesforce as the day goes on? The progress bar moves slowly and gets stuck around 45%, eventually it does complete or we need to close down and regenerate docs. We experience this while using Edge and Chrome. It doesn't impact all users at the same time but typically impacts the individual generating the most documents during that day.

We are sending Document Using Assure Sign to Customer from Salesforce from opportunity Object but the File History is not available to end users in Salesforce. How can we make this available? anyone knows?

Hello, I am wondering if it is possible to have a Rich Text Control section replication element nested inside another section replication element in a Drawloop Template. I have been able to have repeating sections that use row replication inside them successfully, but I cannot reproduce the same or similar results using section replication inside of another section.Please see the following screenshots for an example of what I mean.Screenshot 1 contains 1a) The first "PartyOwners" is a rich text control configured for section replication. Inside the rich text control is a singular table row, and the data is configured to repeat by row. You can see in screenshot 2 that this works as expected, and repeats the outer sections, and repeats the rows inside each section (child data)  1b) The second "PartyOwners" section is a rich text control configured for section replication. Inside the rich text control is another rich text control, and the for the control is configured to repeat by section

I created a DocGen package to automate the creation of invoices for each record on an object. When manually running the package on the record details page it works. But when I try to automate it to go through and create a doc for each record it runs in the flow but does not execute the package. Below is the flow. Any help would be greatly appreciated.

Hi,    Looking for a way to print envelopes alongside pdf letters generated in Salesforce. I have not seen this called out in any documentation so wondering if this can be done with the DocGen package for Salesforce. Currently there is a DocGen Package sending PDFs to the DocGen Queue from individual opportunity records. We would like each of these documents to also have a printed envelope.    Thanks! 

Hi, I have some queries related to nintex drawloop docgen for salesforce ... please reply ASAP.Does Nintex Drawloop compliance with HIPPA? Where do Nintex Drawloop templates get generate? Once templates are created, where do these templates get stored? Does this tool enforce Data Security? No. of attachment per operation? Aggregate template size(specifying multiple templates to use in merge process). Aggregate output size? Number of Documents per day? Maximum Template size?

Hello All,We have been using DocGen as document generator since long time. Now we got one requirement to display documents based on some conditions on Screen and then Users should be able to select templates based on their need. I know we have "Conditionally" & "Optionally" but we can use either one at a time. Please let me know If we have any other solution. Thanks,Chandu

We are using salesforce to generate our quotes. I have set a template for the docgen to pull 2 quotes and for this to be grouped by product family.    I am trying to then sort the product family by quote number. However, it seems to repeat itself, it is including product family from that quote but also another one.   How do I remove the repetition and only have the product family per quote.I have attached the output. Each quote should have one Upfront and one Recurring pricing table.

Dear Community, I have written a nested IF condition in my docgen package like below and ran the package but it gives me syntax error. I have checked with several other conditions given in the forum, but no luck. The formula I am writing below:IF("<<Expression_1>>"="1",(IF "<<Expression_1>>" = "2",(IF "<<Expression_1>>" = "3",(IF "<<Expression_1>>" ="5",(IF "<<Expression_1>>" ="8" "Included" "") "")"")"")"") Please Help!Thank you,

Please help! When I created a new package the file name on output is showing twice. This only occurs for the MS Word output, not the PDF. I'm new to this

Hello,We're trying to run a SOQL query to collect grandchild records for Excel row replication, this time having a Polymorphic relationship between the grandchild object "Products Required" and its parent level as follows [Parent] Work Order > Work Order > Product Required. In a similar relationship - without the polymorphism - for Account > Opportunity > Opportunity Products we used the following solution provided by @natsu_docs worked:SELECT [fields] FROM OpportunityLineItem WHERE Opportunity.Account.Id='<<Account_Id>>' For the relationship [Parent] Work Order > Work Order > Product Required we are trying with:SELECT [fields] FROM ProductRequired WHERE (What.Type IN ('WorkOrder') AND ParentRecord.ParentWorkOrder.Id ='<<WorkOrder_Id>>') APIs are as follows:Product Required object = ProductRequiredWork Order object = WorkOrderProduct Required parent record lookup = ParentRecordId [Master-Detail(Work Order,Work Order Line Item,Work Type)]Parent

Hello,I am generating a document and 1 page will be generated for each record and showing it in table format using table iteration of Draw loop. Document is getting generated with all records and details except image. I want to add a static image on each page. When I add image in table iteration, its giving me error while generating document. I tried adding image from content document. In this case image is getting added only on first page and not others. Can anyone please advice how can we add static image in table iteration of draw loop from Salesforce.Thanks,Muzammi

Dear Forum,I have generated a document using Assuresign and trying to sign the document and it is giving me the below error. Attaching the error screenshot below. Kindly suggest a solution. Regards, Siva                                                         

Hi, I am on a trial of Nintex and wish to use the Salesforce Connector to connect the trial to my Salesforce Playground. This is so I can run some tests to see if the app is fit for our purpose.Can you please let me know how to connect to a Salesforce Playground, as opposed to our live Salesforce instance? I don't want to connect to the live instance by mistake.With thanks and kind regards,Ebony

Hello,We're trying to run a SOQL query to collect grandchild records for Excel row replication.Our objects are Account > Opportunities > Opportunity Products (Opportunity Line Items)In this case, we want to collect all Opportunity Products (Opportunity Line Items) from all Opportunities for a given Account, and using Row replication extract the data into an Excel file.We are trying this SOQL query:SELECT Product2Id FROM OpportunityLineItem WHERE OpportunityId in (select ID from Opportunity where AccountId ='<<Account_Id>>')If we replace the <<Account_Id>> with a specific Account (URL) id then the above works in the developer console as desired. However, we would like to use a dynamic Account Id approach where we are running the DDP from an Account record as a starting point.Other parameters we are using:[Starting Object: Account][Repeat By: Row]Any help is much appreciated!

Hi!!!!I have a Document in that i need to add the Single JotBlock at multiple places. If i add that JotBlock at multiple places the signature was shown at single place only in the generated Document.What is the reason behind it?  The configuration for the JotBlock as shown below. {{!##{Name:"JotBlock 1"}##!}}Thanks 

Hi,   I want to install Drawloop into sandbox environment. Installing steps show to choose the environment prod/sandbox while installing the package. However, when I try to Install from app exchange, there is no option to select the sandbox option. I have tried to update the URL, but it is showing an error (file attached). Is there any point I am missing? Please provide a solution if available.

We got the requirement from client that "Once the Signer clicks the Decline Signature option while signing, I need to update the salesforce record as Declined." Could you share the how can we achieve it in Nintex workflow.Note: We are using Nintex Docgen to generate Document and using the NWC for capturing the signature , attached the signed document into salesforce records and update the salesforce record.  

I see that the documentation for table replication in drawloop only mentions Microsoft Word and Powerpoint.Would something like this screenshot be possible to create dynamically using Drawloop?I would like one table for each parent record, and the rows of that table to be child record data.I believe I would be able to do this successfully in Word, but haven't been able to in Excel.