Nintex DocGen for Salesforce

Hi -We are having issues with testing the Email Delivery option to get it to work for Mass Generation of documents. Even with selecting a Package and doing the Test Docgen Package does not send any email to the contacts. Please help with this. Thank you in advance.  

Hi! While sending an email notification, the image in the Gmail browser is not available, yet it can be visible in the app... The image on the template (.docx) is copy pasted. Gmail browser:Could you guys help wit it ? Many thanks!

We created a new field on GAU Allocation and need to pull this into our template. The field does not appear in the Field Tagger. I've already set the field-level security. Is there a lag between field creation and availability for use in Nintex? Any other suggestions?

In salesforce classic there is a "Clone" button available to replicate a docgen package. Is the clone feature also available in salesforce lightning? I'm not seeing it as an option. Please advise. 

In Doc Gen we are printing out mailing information, I have been asked to make it alphabetically sorted by a text field in a sub query. Using Order By in the sub query does not cause an error, but neither does it cause the final records to be sorted the way we would like. Trying to address the field I want to order by in the parent record causes errors no matter how I try to reference it (using the relationship name with and without the __r, plural or not plural does not matter).Is there a way to do this with the current structure of the query?Example of query, RSVP_Display_Name__c is the field that all records should be sorted on.SELECT (Select id, RSVP_Display_Name__c, Address__c from RSVPs__r WHERE Outside_Event__c = '<<Outside_Event_Id>>' ORDER BY RSVP_Display_Name__c),(Select id, Branch_Name__c from Company_contacts__r WHERE Primary_Company__c = True),Name, Title, Company_Name__c FROM Contact Where Id in (Select Contact__c from RSVP__c WHERE Outside_Event__c = '<<

This is small, but annoying. When I do a mass DocGen run, I get email notifications. That's fine. But copied on those emails is the former admin. Since her email address is inactive, I get a bounce-back from Outlook with each email notification. I can't find where to adjust who should receive these email notifications. She's inactivated in Salesforce, and isn't a User or Admin in Nintex. Help? 

How to add more conditional logic on the conditionally template logicAND both in one like Can we use it like this?@nintex 

Hi All,I have what I think is a simple enough situation which I hope you can help me with.I have Rich Text field on my Opportunity Object called "Recommendations".In our org, the Opp owner simply writes up a list of recommendations for the opportunity project in question.The issue I'm having with this field in DocGen, is that If the length of the rich text field is quite long, the PPT template page I have in my DocGen package does not repeat/extend to keep displaying the remainder of the text that did not fit on the first page.This happens by default with a Word Doc. Is there anything I can do with my PPT template to make this happen correctly?Or must I resign myself to using a Word Doc for this?Thanks,Paul

Hi i am using a salesforce report to display data in my generated file using a excel template, can anyone help me with the filter parameter values how to pass and what all operations and filter we can use there or pls share the link where i can get this. Thank You 

Hi, While running the Document using Send With Docusign delivary method in Nintex package Im getting the Following Error “An error occurred converting a file to PDF. (InternalError) Include this Error Id if you contact Nintex Support: baf4e1fc-8309-4d86-a8df-cfd422254416”.Thanks

I've created a web tab that directs to the Drawloop DocGen Run Page with the following URL:/apex/loop__masslooplus?&reportObject=Dog__c&contactfield=Contact&ddpIds=a18Z00000020zliIAA&deploy=a16Z0000001s5VwIAI&reportForlderId=00l1L000002BIDmQAO&reportId=00OZ0000000tDCCMA2the org is configured to run Mass via report and I have access to all the folders and reports.  The issue I'm having is that the Run button at the bottom of the Drawloop DocGen Run Page is not highlighted and I'm not able to run the job.

We are facing a strange issue while generating the Document. When we are using tags for section replication (child records). As shown below if the first child record field holds a value and the second child record field is empty. Then in the replication the first child record field value is getting populated in the second record field.   Child Record 1: Field1 = ‘ABC’      Field2 = ‘DEF’Child Record 2: Field1 = ‘GHI’      Field2 = ‘ ‘Child Record 3: Field1 = ‘JKL’      Field2 = ‘ ‘ Generated Table(SOQL Relation) Record Field1 Field2 Child Record 1 ABC DEF Child Record 2 GHI DEF Child Record 3 JKL DEF   we are facing this issue only when we are getting data from the SOQL relationship. Its working fine with the Stand Alone Data Relationship. Generated Table (Stand Alone Data Relationship) Record Field1 Field2 Child Record 1 ABC DEF Child Record 2

Hi Experts,I have created a new DocGen Package and now trying to upload the template file (.doc format). I am Getting  [Apex CPU time limit exceeded] error. We are on version 17.9 Below is the stack trace:=========new ApexActionError()@[MyOrgName]/lightning/r/Loop__DDP__c/a033M000001TeVbQAK/components/Loop/lax.js:657:23Object.eval()@[MyOrgName]/lightning/r/Loop__DDP__c/a033M000001TeVbQAK/components/Loop/lax.js:100:18=====anyone faced the similar issue and got it resolved.

Hi Team,   If SendAllRequest  is failed while send package for file creation then is there any way that we can capture that error.   Thank You

Hi Team,   While generating document we are creating a new record in the system and at the same time file should be generated under the same record using quick action buttons. But, it is taking time to generate the file.   Can we have any solution through which we can show the spinner to the user on LWC till the files are not generated? Can we get a Schnrounous response in Drawloop?

I'm having an odd issue. One of my documents works great when testing the package, or running from the tool in the package detail page. However, when I run the document using a link button from the Opportunity detail page, the result is a list of individual documents. Thoughts?

I'm looking for someone who can help with automating our documents in our Salesforce organization for our law firm.  If that's you, please email me 

Hi.  I just received my trial adobesign email.  We currently generate our documents thru salesforce/drawloop.  My question is will the documents continue to pull the salesforce field information thru drawloop and I only have to add adobesign tags for the signatures and dates?   I have looked at many of the online help videos and honestly I don't understand.  I am not a computer wiz and I just need help understanding how to get this setup.  thanks. 

Hi All, I'm using Nintex DocGen package in my org. I have created the one docgen package. It will be generating the PPT document and contains the Datatable. I have used the repeat by row function in my SOQL query. SOQL query is returning the 5 records and I have kept 6 rows in my data table as per our requirements. So for the last row instead of remaining empty, it's showing the duplicate data and creating another slide. please help me with this issue. 

Hello, when configuring a drawloop package, I would like to know if it is possible to create an Apex query relationship that uses a WHERE clause that evaluates a list.For example, in my screenshot I can use field tagger in SOQL relationship definition to search for child records of a single opportunity. Is it possible to have a collection of IDs here used instead of just one ID? I used opportunity as an example, but in my actual use case I would like to query a list of child records from opportunity. And then search for child records of those child records using a set of IDs in a query filter

Hi, We have recently started using Nintex and it is fantastic.We have the below requirement, please suggest a solution:We have a Parent record in Salesforce(say Parent__c) and it can have multiple child(say Child__c) records. On record detail page of Parent record we have a button called "Download All". On click of the button, we need to download all the child records of the parent in a single document. Is this possible using Nintex. Any pointers on this is highly appreciated. Thanks.

Hi guys, I am new to the drawloop community.   When I run my automated flow to process a single account and I pass the Account Id as a flow input, merge fields populate correctly a per the contact assignment in the flow. When this same process is run without an Id input for the flow, but rather a list of Accounts through an Apex Class in a flow element, the merge fields do not populate.   Any suggestions are greatly appreciated!

I have created a global apex class by declining "implements Loop.IApexDataSource" to the class. But i can't able to see the the apex class under the in Apex class options under Apex Data in my pac. i am system admin and i have access to the apex class in my profile settings.   Along with that when i click the apex data on the package i am facing the following error message."Error: An unexpected error has occurred. Please contact Nintex Support if this error persists."   

Hello! Does anyone have a good way to create a nested table in a word template.  I am trying to display volume pricing for each opportunity line item similar to what is displayed in the attached image. I am running my package from the Opportunity and using the standard Opportunity Product Object. Under the Opportunity Product, I have a custom child object called Opportunity Product Volume Discount that stores a record for each applicable volume price. I would like to have a repeating row for each Opportunity Product and under each Opportunity Product have a repeating row for each volume price record. I have tried creating a nested table with Object_table_start and row replicating object_start with no success. Thank you for any help!

Hello, Is it possible to create a matrix table that replicates rows and columns? I am trying to create a table that shows responses to a form. We want each row to be a form submission, each column to be a form question, and the middle cells to show the answer to each question for each submission. I've included an example below, as well as a chart of the Salesforce data model. Let me know if you can think of any way to accomplish something like this. I read a lot of documentation on replication and tried to find the answer in the community and on YouTube. I found the Excel as Middleware tool but I couldn't see how that would solve my problem. Blue = Each row is a Form Submission by a person.Green = Each column is a question in the form. Each column is a record in the Form Element object.Yellow = Each row is a Form Submission Answer record. It looks up to the related Form Element question record and the Form Submission record. Thanks,Rochelle