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