Attachments are things that your company probably can't function without. Users are bound to make mistakes when selecting attachments. Some examples could be when it comes to manually selecting required attachments to a contract you're sending for e-signature, attaching any kind of Salesforce Document file, or including attachments in excess of 15.
Save time and effort with the Nintex Drawloop DocGen Package capability, the AdHoc Apex class. This will come in handy especially for those who are code savvy.
How is this used?
It comes in two parts. FIrst you'd have to create an Apex class that determines which documents you want to have automatically included in the output. The great thing about this class is that you're not limited by any of the file storage locations within Salesforce. You can add attachments for Content, Salesforce Files, Attachments, and even Documents. The second piece you'll need to do is add the name of the class you've just made to the DDP. The field you'll want to add this class name to is AdHoc Apex Class. *NOTE: if you're not seeing this on your layout, you'll need to add it!
What does the user experience look like?
You can opt to have the documents selected programmatically within the Apex class, so the users won't have a choice in the attachments included in the output. Conversely, if you did want to let your users have a final say in the attached files, once you've connected the Adhoc Apex class to the DDP, your users will be able to see a full and complete list of all the files you've chosen to be included in the output, and they can uncheck or the checkbox next to the options they want to update.
Can I access other third party storage systems with this class?
Absolutely. The most common storage system this class connects to is VeevaVault. We have a separate sample for Vault documents.
Check out the documentation!
Here's the documentation for the Adhoc Apex Class:
Here's the documentation for VeevaVault Adhoc Apex Class:
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.