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Document Generation for Nested data from an external source

  • November 13, 2024
  • 1 reply
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I am trying to do a Document Generation Workflow, that is triggered by a user that selects certain filters for a report.

I query a sharepoint list “Risks” (query has conditions based on the form filters) that will act as a parent list, it will contain header information in the report. 

Then I have a Loop for Each action on the Risks Collection. Within the Loop for each, I query another Sharepoint List, called Controls, to bring back all Controls where Risk list ID = Controls List [Risk ID].

The Controls list acts as the child.

Can I configure the Document Generation action to have repeating data within another set of repeating data?

ie I want a report that has a section for each Risk, that has Risk Name, Description etc, then a table that shows all the controls for that risk. 

I have been trying to make it work, but If I have loop for each Risk, then query sharepoint Controls list, then the workflow only remembers the last set of controls.

Nintex also won’t let me add a “Loop for each” as repeating data...

Any ideas much appreciated!

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  • November 13, 2024

Note - going by step 16 in NAC Help documentation, it looks like the above is not do-able. ie “Note: Collections nested in a parent collection are not supported”

https://help.nintex.com/en-us/nwc/content/Designer/Actions/GenerateDocument-RepeatDataMSWord.htm

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