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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

Nintex for Salesforce Forum

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...

By grahamburns9
December 30, 2020 09:12

Nintex for Salesforce Forum

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....

By LavanyaManku
December 15, 2020 19:10

Nintex for Salesforce Forum

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

Nintex for Salesforce Forum

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

Nintex for Salesforce Forum

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...

By peter_kis
December 07, 2020 07:39

Nintex for Salesforce Forum

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

Nintex for Salesforce Forum

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

Nintex for Salesforce Forum

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...

By tgrober9
November 23, 2020 16:08

Nintex for Salesforce Forum

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

Nintex for Salesforce Forum

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 ...

By kverburg
November 11, 2020 17:25

Nintex for Salesforce Forum

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...

By jferrara
November 04, 2020 21:55