Nintex DocGen for Salesforce

This is One of the Recipient setting for one of my package.   When i generate document using the same package following is the frame URL that is shown on browser- https://abc--test--loop.visualforce.com/apex/looplus?FinancialAdvisor_name=abc+abc&eid=0067A000007qank&FinancialAdvisor2_name=&ltn_app_id=06m1I000000lasdLQAY&Principal_name=&Owner_email=abc%40yahoo.com&isdtp=p1&JointOwner_email=def%40gmail.com&sfdcIFrameOrigin=https%3A%2F%abc--test.lightning.force.com&nonce=350e6123dc72asdb4d0c63e0d73d7d2ddd2c897531598907a9d6fa5d36fefccb6&tour=&JointOwner_name=abc+def&filter=Brokerage&Owner_name=egf+htg&Principal_email=&FinancialAdvisor_email=abd%40cu.financial&FinancialAdvisor2_email=&sfdcIFrameHost=web&clc=1  as you can see i am sending email and names using parameters that we mention in Recipient now most of the emails and names are getting populated correctly but JointOwner info is not getting populated. This is only

Hi,I'm using Drawloop.I want my community Salesforce users to be able to click on a button in a Screen Flow that will generate a PDF so they can view and sign it.Can someone share with me the URL to generate the PDF?I tried to following one, but I receive nothing:/apex/loop__looplus?eid={!RecordId}&ddpids=a0f7Z00000HI1teQAD&deploy=a0dw000000CC4Wm&autorun=true Thanks!

Hi  i am running a package that downloads an excel document at the end. In the excel doc i am using the this formula =INDEX(SORT(FILTER(Table1,(Table1[Product name]=Sheet1!B2)*(Table1[QTY]<=Sheet1!C2),0),2,-1),1,3)   When i open the File the formula is returning #Name? in the file. When i click enable edit the correct value shows.   Does anybody know why i am getting this value? I have tried disabling Protected View but the same issues still occurs.   Thanks  Stephen  

Hi,We export data to excel and everything works great.Then user has to open file and save it as CSV file (with ";")I cannot find out how to help users and cancel this additional step.Is it possible to prepare csv template (but i cannot find any example of it and I do not know how to use field in csv temlate) or maybe a could reconfigure something in docgen package? How to prepare csv output file ?

From a record (could be any object e.g. Opportunity or any custom object), we need to able to generate the document, without having to select the document template. We will call this functionality from our VF page).

Dear support team, can we please please please have a blog post on the help site of the top 20 most common errors that just display a guid on the Drawloop Component when sending to AssureSign.  So far I've hadJotblock spelled wrong Jotblock found twice in the document Jotblock not found in the document Document not refreshed or something (each time I change anything I go through about 10 steps to ensure that everything for the AssureSign connection is rebuilt as it's just so fragile).  OAuth error (no idea how to even start to fix that one - I've changed every one of the 4 different login places and it still errors).  Plus I've seen many requests on this forum where it unhelpfully says contact Support. If you just give me 10 things to try in the 16 hours that I'm waiting for support to respond (waiting for US support), then that would be helpful, and will cut down on these unnecessary support cases.  

Hi, I am looking to add Product Costs to qoute line items after the user has selected the Products he wants to add to his qoute. I am looking to use the insert-update function and excel as middleware function in order to do this. I know how to do it when its a single record to update but not sure when i am trying to update multiple line items.Any suggestions? 

My Problem is While Selecting Account, I'm unable to select Multiple Contacts for that Associated Account. Please Help me. 

I am mass running some DDPs from an accounts drop down list and have set the insert-update to attach the output file to a chatter post.  I can add the account owner name to the chatter post but I want to @mention them so they get a notification.  I'm sure this must be possible but I can't seem to work out how. Please help

Hi Community, Is anyone else using Drawloop and sending to AssureSign... how are you going with it? I'm having all sorts of difficulty and am having to contact support just about every day, and we are not live yet. I still have so many questions I haven't asked support yet. So I feel we are still a long way from going live. I've had to build in so many (very cool) work-arounds for the basic stuff that doesn't work now that they have removed the AssureSign lightning app. I would love to chat with any other Salesforce Admins who are setting up Drawloop with AssureSign and see if we can work it all out together. Trailblazer ID, and Twitter is JodieM.

Does anyone know how to remove these black lines or how they are supposed to be used? It does not allow me to sort documents found after the black line, even if I move the black line. 

Hello all. I'm a Salesforce developer, and I'm using Nintex DocGen for Salesforce for the first time. I've tried to read the documentation, but I'm so far unable to find the answer to my question. I'm trying to create an invoice document based on an Opportunity record with Opportunity Products. I'm able to create a merge template which works with all of my standard and custom Opportunity and Opportunity Products fields. However, so far I'm only able to get one Opportunity Product record into my merged document.   Here are the tags I'm using in more readable terms:         <<Opportunity_LineItem_Start>>Product: <<Opportunity_LineItem_Product2>> Quantity: <<Opportunity_LineItem_Quantity>> Unit Price: <<Opportunity_LineItem_UnitPrice>> Here is a screenshot of the relationship I have defined as part of my document package:   it is showing only one records Please help me on this query

I updated DocGen from 17.4 to the latest release 18.1 and since that time my DocGen packages all are coming up with a "Recipient not found" error. This is a bizarre happening because the Contact ID is being passed by the button. Once processing is finished the proper Contact Name & Email are pre-populated in the "To:" field but it seems to be passing too much information, causing this NOT FOUND error. Interestingly if you manually remove the email address and the parenthesis around it, then you can send the DocGen package without any problems. I'm thinking it has to an issue with the button(s) but I am at a loss. Nintex support has never seen a problem such as this so I'd love to get some more eyes on this issue. Adding an extra step isn't ideal and we'd like to get it back to it's previous functionality. Any ideas? - Very Stressed Admin  

Currently when created a recipient with the order of 11 our documents are getting two signing tags populated. It seems that both signing tag dl.signhere1 and dl.signhere11 are both populated as if drawloop is reading the 1 on both tags and populating. Has anyone else had this issue, or know of a setting or solution for this?   Thanks!

Hello, all. I'm having a problem that I can't seem to get around and need a little guidance from the community. I'm using replicating tables to try to get the output looking the way the client needs.  Ultimately, they would like it to look like the first image, but it ends up looking like the second due to a blank line that gets inserted after each table.  My data is coming from a SOQL query that contains an inner query.  My template design has an outer table that will serve as the container (and will draw the box) and an inner table that will hold the repeating table/rows and will draw the line down the center (see the third image). Is there a way to suppress the blank line at the end of each table? If not, could anyone suggest another way of tackling this layout?

Good day, all.  We have a user case where the client would like the user to select a name from a picklist at runtime and have that name and address be used for generating the document.   The picklist values would come from a custom object related to our starting object.  The custom object has multiple roles and record types, so we would want to filter the list so only certain names appear in the list.   Is something like this possible with Nintex DocGen?  If so, could you point me to where I could learn more?

We're saving our files to Salesforce Content Libraries, but there's an added requirement where we need to update the Category and Type fields on the ContentVersion object for each document produced. We're trying to use Insert-Update in Nintex DocGen to update those fields, but when we run the doc gen, it does nothing.  We have it set up like the attached.Since the record would have already been created when the document was created, we're selecting Updating Existing Record and letting Nintex move the Content Version ID to the Field-Value Pairs.Are we doing something wrong?  Can this be done through DocGen?

Any updates on whether/when Drawloop DocGen will be compatible with the International Components for Unicode (ICU) locale formats? 

I'm Struggling to get My DocGen to pull the correct information into my component group from two separate opportunity records and essentially loop through the same component two times with separate data. Basically its showing both bullet points but mainly pulling data from opportunity 1 where it should be pulling from opportunity 2

Is there any function which provides the list of templates selected for a package. The function should check the conditions and return those templates selected for the

In regard to Nintex DocGen -   Can you tell me what the merge field would be for the following date fields?   [month]   [year]   This would not necessarily be related to any object, but the month & date in real time.

We have a use case where we need to display array data in a comma separated list rather than as table rows. We're using an older version of Nintex DocGen 16.5.0.  The base object is a custom object and there is a lookup to another custom object that stores all of the participants tied to the base through a master/detail relationship.  So for each base object, we can have many participants. We're interested in displaying the information like this:Clients: Sally Jones, John Jones, Carol Star, Kathy Thomas It would need to be a name followed by a comma and a space and then the next name. There should be no comma after the final item in the list. Is there way to accomplish this in Nintex DocGen? Thank you for your help!

I am getting an data invalid error due to my rich text field for some records and few records are working fine whenever I am running my docgen package through docgen button present in object layout. But all the records are working fine whenever I am testing the docgen package through button present on the docgen package layout

I have a process builder that calls Apex "Run DDP" to send an auto-response. Package and Delivery Option (Email) are configured with the correct email template. I'm getting an error when the process builder runs.  "Error sending Salesforce email for (Case:<<Id here>>) (required_field_missing): Missing targetObjectId with template (ExternalError)"  What am I missing? I do not have contact selected, I need this to be sent to the "Additional To" pre-defined email. 

Hello.  I am new to using Drawloop & Docusign within Salesforce.  I am used to using Apttus CLM with AdobeSign within Salesforce.  I am finding signature and signed date tags a bit clunky.  Maybe it is just because I am new to these dynamics.  I am having difficulty finding any literature or discussions about this topic in a Google search.  I can find tons of easily accessible information on Apttus & AdobeSign, but not DocuSign or Drawloop.     The dl tags have very limited formatting options, or so I have read in an old article.  For example, it seems like one can choose to have time stamps on all signed dates or none of the signed dates.   So my initial questions are:  1.  Are there DocuSign tags that can be used in Word and PDF documents similar to those that can be used in any PDF or Word doc and recognized by AdobeSign where I can control the format, color, font size, length of field by the formatting used to type or insert the tag into my document?  2.  Is there a DocuSig