Nintex for Salesforce Forum

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Template Names Not Updating

I am updating the names of the template documents in the package editor but when I go to generate the package off of my opportunity, each template's ...

By ecampbell
April 09, 2021 08:31

Nintex for Salesforce Forum

Package stalling when acquiring

Hi, I have a nintex package where i send two Salesforce reports into excel as middleware and then create a Word document with calculations from...

By Sgarvey
March 29, 2021 06:17

Nintex for Salesforce Forum

paragraph breaks inserted into Word document from ...

When using component groups, new paragraphs appear to convert into <br><br> tags and when documents are processed to Word, these <br&g...

By dlevan
March 26, 2021 10:01

Nintex for Salesforce Forum

Text wrapping image formatting for Word documents ...

I am using conditional groups to insert images dynamically into a Word document template. I am having trouble, however, figuring out how to insert a ...

By dlevan
March 25, 2021 14:23

Nintex for Salesforce Forum

Can DocGen create a non-editable PDF?

The PDF being generated currently is very editable. By which I mean that even opening it in Chrome, allows me to edit. Is there a way to make it ...

By scher
March 18, 2021 12:57

Nintex for Salesforce Forum

template selection based on conditions

Hi All, I have a custom button for document generation and template is predefined there. I want to put a condition there and based on condition...

By roshankhotele
March 18, 2021 05:46

Nintex for Salesforce Forum

Row Replication in an Insert-Update Task's fie...

My DocGen Package has an Insert-Update that creates a Task. I'd like that Task's Description field to list data from multiple records related to the ...

By kverburg
March 09, 2021 15:29

Nintex for Salesforce Forum

How to Replicate "Two Row" for multiple ...

Hello All, How to Replicate "Two Row" for multiple records in Microsoft Excel for Salesforce Document ? I have an excel file where there ma...

By Pravas
February 26, 2021 05:11

Nintex for Salesforce Forum

Multiple Parameter with OR condition

On click on button to generate content, we have option to get packages based on some filters. I want to apply multiple filters there but with OR cond...

By Anoop
February 26, 2021 04:30

Nintex for Salesforce Forum

Mass DocGen button error

I'm using Nintex DocGen version 17.1. We have a custom 'Mass DocGen' list button on the standard Opportunity object. It was configured just as descri...

By rachel_lee
February 23, 2021 13:48

Nintex for Salesforce Forum

4 decimal places in Docgen template from Salesforc...

I have created a Docgen template and have mapped Quote fields on it. There are 2 fields on Quote which have data type of Currency (10,4). I want thes...

By vj4u87
February 22, 2021 13:44