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Drawloop - DocGen in Salesforce Flow

Topic

The Run DocGen Package Apex Action is available for Package version 15.5 and above.
A Sample Flow using DocGen is available from the App Exchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtVAaUAN
  • If any of the fields for the Flow need to be dynamic, a Salesforce Flow variable will be required to pass the value to the Run DocGen Action using Flow data actions. 
Salesforce Documentation: https://trailhead.salesforce.com/en/content/learn/modules/flow-builder/flow-builder-actions
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Steps for using the Nintex DocGen Flow Action are the following:
1.    Create a new Salesforce Flow which includes the following:
  •  Configure desired variables and Flow design.
  • Configure Run DocGen Package Action and Screens Interaction Components as desired.
2.    Deploy the Lightning Flow Component or Flow Button for the desired User Interface.
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DocGen Screen and Action:


1. Preview DocGen Screen Component 
   1b. Supported Screen Delivery Options.
2. Run DocGen Package Apex Action  (Apex Action requires the purchase of Automated Outbound Messaging from Nintex)

With these Actions the following options are configurable.
  • Delivery Option ID
  • DocGen Package ID
  • Record ID
  • Attach ID (This requires a Record Collection Variable)
  • Contact ID

Instructions

Screen and Action Configuration:

 

1. Configure ‘Preview DocGen’ Screen Component

This allows a User to download and preview the generated documents. (This counts as a manual run experience.)

a. Drag a Screen Interaction to the Flow canvas.
b. Select the Preview DocGen Component
c. Configure Preview DocGen Component
  • API Name – PreviewDocGen
  • DocGen Package ID – Static Id or Dynamic Variable
  • Record ID – {!recordId} or (!Get Records action variable)
  • Attach IDs – Configure a Record Collection(s) Variable If Attach Ids is required.
  • Contact ID – Static or Dynamic: Set the value or variable If a Contact Id is required.
  • Delivery Option ID – No Id required for PDF preview. 
    • In Package Version 16.0 + additional Delivery Options have been Supported. (See list below)
  • Save the Screen Component – Done
User-added image


1b. Supported Screen Delivery Options.

Added support for the following delivery options in the preview component, which should mirror what is supported with the processDdp component, and is any delivery option that does not require user interaction
 
Delivery OptionAutoSend and other options
DownloadAll
AttachAll except "Content - User Selected"
Salesforce EmailAutoSend Only
SMTPAutoSend only
Adobe Sign / Nintex SignAutoSend AND no Embedded Signing
DocuSignAutoSend AND no (Signing Preview and Edit OR Embedded Signing)
OneSpan SignAutoSend AND no Embedded Signing
SertifiAutoSend AND no Embedded Signing
SignNowAutoSend only
DocGen QueueAll except Content - User Selected
Content DeliveryNot Allowed
Start Nintex WorkflowAutoSend only


2. Configure ‘Run DocGen Package’ Apex Action

This Action will execute the specified DocGen Package and Delivery Option for the specified record. The Action is used when no user interface is required. (This counts as an automated document generation.)
**(Apex Action requires the purchase of Automated Outbound Messaging from Nintex)

a. Drag an Action to the Flow canvas.
b. Search and Select Run DocGen Package action.
c. Configure Run DocGen Package Apex Action
  • Label – Run DocGen Action
  • API Name – Run_DocGen_Action
  • Delivery Option ID – Static Id or Dynamic variable
  • DocGen Package ID – Static Id or Dynamic variable
  • Record ID – {!recordId} or (!Get Records action variable)
  • Attach ID –  Toggle to Include: Configure a Record Collection(s) Variable If Attach Ids is required.
  • Contact ID – Static or Dynamic: Toggle to Include and set the value or variable If a Contact Id is required.
  • Save the Screen Component – Done
User-added image


 

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Version history
Revision #:
114 of 114
Last update:
‎07-08-2020 06:15 PM
Updated by: