Drawloop - Addendum Documents

  • 15 February 2022
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Configure Addendums using the Addendum Doc Id Field on a DocGen Package.
This will append certain documents to the end of a generated DocGen Package when specific records are selected.

Note: Templates can also be brought in conditionally if Addendums do not meet the use case: Conditionally Include Template
 

Additional Information

  • Only Salesforce Documents are currently supported. (Salesforce prefix 015) 
  • The addendum id field may only contain 1 document id.
  • Currently, the Addendum Doc Id Field is only available in the Classic interface on the DocGen Package and must be added to the layout.
  • See the Uservoice page for Addendum related enhancement requests: https://nintex.uservoice.com/
     

Instructions

  1. Configure a Salesforce field to contain a specific document id. 
  2. Place the document id in the new field created in step 1 on corresponding records.
  3. Add the Addendum Field to the DocGen Package.
    1. Navigate to the DocGen Package object in Salesforce Setup.
    2. Select the desired Page Layout.
    3. Add the Addendum Doc Id Field to the page layout.
       
  4. Add the Dynamic Tag to the Addendum Doc Id Field field
    1. Open the DocGen Field Tagger
    2. Locate the Object containing the Addendum Id field from step 1 (A relationship may be required to get the data.)
    3. Change the Document Type to Excel/PDF.
    4. Select the Dynamic Tag and place it in the Addendum Doc Id Field on the DocGen Package.
    5. Save and Run the DocGen Package.

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  5. The expected behavior is the Documents specified will be appended to the DocGen Package.

 

Related links

Error: Addendum is not a valid Salesforce Id
Conditionally include Templates: https://community.nintex.com/t5/How-To-s/Drawloop-Specify-Templates-As-Conditionally-Dynamically-Included/ta-p/112184

 


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