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How to relate pdf file send to docgen queue (Docum...

We have a use case to send a document to an account that has no contacts. Document is being sent to docgen queue, but we cannot attach an acco...

  • By jcar
  • January 02, 2021  08:43
  • 279
  • 0
  • 3

Nintex Templates not displaying, also receiving an...

I have a DocGen package that is not showing the templates attached to it and instead displaying an error. Is there a way to show these templates so t...

  • 265
  • 0
  • 2

Nintex drawloop app recent upgrade in sandbox not ...

We have upgraded Nintex docgen managed package in our salesforce sandbox on 11/12/2020. Post upgrade, Contract Licence documents are not generated....

  • 342
  • 0
  • 2

Salesforce report not showing correctly in Excel

Hi, I have setup a delivery package to display in an excel template. I have a text field in salesforce report that comes out in a formula in Ex...

  • By Sgarvey
  • December 11, 2020  04:02
  • 248
  • 0
  • 1

Reference record from one SOQL to another SOQL

I have multiple SOQL queries that need to reference the record in my main SOQL query (see attachment 'DocGen package SOQL Query'). ProductCata...

  • By mhall
  • December 07, 2020  07:53
  • 454
  • 0
  • 0

Excel middleware settings created in flash are not...

Packages that were created using flash do not show the excel middleware settings in LEDD. It's not too convenient consideriring that flash will be no...

  • 417
  • 0
  • 2

Postal Code Field not working in Word

Hi, In creating my document template I've added Account Billing Street, City, State and they work fine, however PostalCode simply shows the field n...

  • By jcar
  • December 01, 2020  07:17
  • 316
  • 0
  • 1

DocGen where creating a case is optional

I have a request to create a package where the end user will normally want to have a case created by the package. However, there will be some instan...

  • By bjj
  • November 24, 2020  13:06
  • 226
  • 0
  • 0

is there an attachment limit for a DocGen package?...

We have a DocGen package that is not showing all of the attachments to choose from and include. Is there a limit on the # of attachments for a specif...

  • 223
  • 0
  • 0

Email Delivery on a custom Object

Hi, I have setup a custom button for a custom object list view to mass generate documents for email delivery. I have setup a relationship betwe...

  • By Sgarvey
  • November 13, 2020  06:22
  • 513
  • 0
  • 3

Generating 3x10 mailing labels from unrelated oppo...

Hi, I'm trying to generate a document in Salesforce to print onto mailing labels. The labels come on standard size paper with 3 columns and 10 ...

  • 755
  • 0
  • 5

Error while trying to install the latest update 16...

Hello, I'm a sys admin for my organization and I'm trying to install the latest version (16.7) of DocGen to my sandbox and I'm receiving the follow...

  • 594
  • 0
  • 2