Nintex DocGen for Salesforce

Hi Team, We are new to Nintex Drawloop and started implementation for Salesforce. We have requirement to use APEX solution for our scenario. Can you please provider some apex documents so, that we can quickly start learning. We are already referring the below URL https://help.nintex.com/en-US/docgensf/Apex/ApexOverview.htm Thank YouShashank Verma

Receiving Below Error Message when we click the DDP and try to add Relationship from Other Object:Uncaught Action failed: Loop:RelationshipDetailsForm$controller$onInit [Cannot read property 'relatedObject' of null]Component Descriptor:markup://Loop:RelationshipDetailsFormPlease see the below photo: 

is there in way we can add addition Contact it is showing only Primary Contact Account ContactI want to show Secondary Contact as well which is in NPSP.

I haven't changed my system, so I think I missed some kind of an update. When I go through to generate my letters, I get the following error:  An error has occurred. (InternalError) Include this Error Id if you contact Nintex Support: 04c2f2c3-d173-4205-afa9-f2253759afdc. If you have made any recent modifications, try refreshing the component and run again. When I scroll to the bottom of the page, it tells me that "This DocGen Package will be available for users in the categories below only if the DocGen component was added to the starting object's page." and then it lists a number of permission sets, profiles, and roles.  

Hello,   I setup a package that displays opportunities for a contact. My WORD template has a table to display one opportunity per row. I added a condition to bypass some of them. My test data has 10 opportunities for the contact, but I only want to display 4 that meet that  condition.   My PDF is showing the 4 rows that meet the conditions perfectly, but for all other 6 it creates empty row each in my table.   How can I avoid those empty table rows?   I want to add that I defined my Package with Contact as the main object, Opportunity as a related By and Row as Repeat By.   Thank you

I have an existing DocGen Package and I want to copy it.  The only difference in the two packages will be that one will have a fixed date and the other will be the current date.  If there's a better way to do this rather than duplicating the package, please forward.

Can I archive old DocGen Packages so they don't show up in menu but are available to use or clone? Thanks

Hi All,   DrawLoop uses an excel template in Salesforce to generate documents from Order record. When running a DDP that uses row replication in Excel for line items, I have used Excel functions to calculate values for few columns. Used Vlookup function to search certain value from dynamical data(row replicated table array), but it is not working as expected.   I have tried multiple ways of selecting table array while applying Vlookup, by selecting a range of cells for the data, and selecting the top row of the table (which shows cells with start tag), but it is not working at the moment.   Any help would be appreciated. Thanks in advance!

This might sound like a silly question, but I have been looking around to no avail.  How do I add a supplementary (PDF) file to a package.  This supplementary document is not customized and should be included in all packages.   Thank you for your help.

Hello, I'm trying to group child records by their parent in a .PPT document. I can use SQOL to query to get the parent from the thild but this only lists either one group of child if i filter by <<parentId>> , or all children records in the template. When I do a SOQL query to get children from the parent and make the row return as a table, it gives this error on save: In the query, introduction custom object is the parent, selected offices is the child.  select id, Order__c, name, (SELECT Id, Name FROM Selected_Offices__r) from introduction__c where Related_Opportunity__c = '<<Opportunity_Id>>' and Include_in_Search_Report__c = true order by Order__c   

Are there any good print and mail services that work with nintex drawloop?

Can we use more than one Apex Data connection working alongside a SOQL query? 

I've done plenty of IF statement formulas in Word, and plenty of NESTED IF statement in Salesforce, but I can't seem to get a nested IF statement to work in Word. I've looked many Google results and the approaches never quite work, I'm assuming I'm down to something as simple as a misplaced quotation mark now.My use case is to TRANSLATE an English pick value into German for the output document. The users aren't using German, but the customers might be. I've tried a dozen variables of the statement below, but the output keeps resulting as {IF regardless of input. It's treating the very first statement as a false instead of moving to the next nest... Can anyone recommend a fix? IF "<<Quote_to_Contract_Commitment_Level>>" = "Quarterly" "Vierteljährlich" {IF "<<Quote_to_Contract_Commitment_Level>>" = "Monthly" "Monatlich" {IF "<<Quote_to_Contract_Commitment_Level>>" = "Other" "Andere" "Jährlich" } }

Hi, I would like to kindly ask if it is possible to generate an exact excel file from the report? I mean with an exact grouping of rows and columns as it is in a report. When I generated excel from summary or matrix reports there were missing the grouped columns and rows. Thank you!   BR, Miloslav

Hi, everyone!!My question is as follows I have created a Nintex template for my report with all the merge fields. Now when I am adding a table in a Salesforce field I am getting the table in the report but the table is not resizing automatically in the report, it's too big, it is coming out from the margin. Once I download the report, I have to adjust the table manually. I would like the table to fit into that margin without manual adjustment. Can anyone help me with this issue pls?

Hi. I need to find a way to implement Conditional formatting in a Word document that supports if/then/else logic. The Nintex examples show how to use condition formatting in Word using If logic but you cant have 'then else' logic that i can find (unless using Word Mail/Merge). I had originally thought of doing the logic in a Salesforce formula field but if there is a better way to use the Nintex Drawloop and Word functionality Iwould prefer to use that. Thanks for any insights!  

error sending salesforce email for (invalid_cross_reference_key): invalid cross reference id (externalerror)

Hi,Is there any way to know which DDP Package has been used for a Document Request Record. I definitely don't want to use Output File Name as matching key.More Info : I am using Apex (LoopMessage) to generate documents using DDP Package. After processing a Document Request record will be created and I want to track which DDP Package has been used for Document Generation.So is there any way to tell Nintex to map DDP Id to Document Request ?  

I am trying to improve an existing flow that leverages the RunDocGen Apex Action in flow. Specifically, I'd like a better way to get the newly created Content Document(s) and utilize downstream. What guidance can be provided on the appropriate pause such that my get records step doesn't query before the new document file has been created? Is there a platform event or something else I can queue on? Ideally, the action would have our new content document or CD link as an output. It appears that it does not.My understanding is the package runs asynchronously and so I need some criteria or platform event to ensure we capture the content docs.

Dear all,I am using Delivery Option = Attach and Store As = Content. The file generates OK and I can also see it under files. However, it's not shared with the actual record where I generate the file from. Therefore it also doesn't appear under notes & attachments. Is there any way to fix this? Many thanks,Benjamin

Is it possible to save documents to Salesforce Files.  If I select Always output documents as Attachments to the record in my ddp's delivery option, and in Salesforce Files General Settings I have Checked 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files not as attachments' shouldn't my saved documents go to the Files Related list for the Contact I ran the ddp from.  Any help would be greatly appreciated.  

Hi Team, Getting the below error on the LOOPLUS screen in salesforce. There are no DDPs for you to run.   We have few DDPs under the DDP tab, Can anyone help us to fix this issue? Thanks,Karthikeyan 

Hi All,   I have a custom button for document generation and template is predefined there. I want to put a condition there and based on condition I want template to get selected automatically. How I can achieve this?

Hello,    One of our users is running into this error whenever they try to generate a document in Salesforce using our Nintex integration: Unable to authorize: Unknown authentication error. Error Id: 71e63f64-8583-4229-956b-3cc4b5fd510e.   Has anyone encountered this before? Could help solve this?

I'm using Nintex DocGen version 17.1. We have a custom 'Mass DocGen' list button on the standard Opportunity object. It was configured just as described in this post: https://community.nintex.com/t5/How-To-s/Drawloop-Create-Mass-Button-in-Lightning/ta-p/92630 When we try to use this button from an Opportunity list view, no matter how many records we select, we get this error "Please select at least one record". Does anyone know why this would happen? Did we miss an update somehow? Thanks.