Nintex for Salesforce Forum

Capability Sort By

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

Nintex for Salesforce Forum

Image Getting Cut off

Hi there, I wonder if anyone has faced this issue. We have images getting pulled in our report, however, the images seem to get cut from the bo...

By Safiya
October 26, 2020 02:11

Nintex for Salesforce Forum

Creating Quote from Nintex then Adding pieces of Q...

We are currently using Nintex for Salesforce to create our customer quotes using Salesforce Products. Our next step is to house our contracts within...

By smorton
October 22, 2020 10:36

Nintex for Salesforce Forum

Possible to pass in a document dynamically at the ...

We have a requirement to be able to pass in a previously generated document when a user clicks the Nintex DocGen button to generate a document. Effe...

By Mars8729
October 07, 2020 07:54

Nintex for Salesforce Forum

Can Nintex Auto-purge Documents from Salesforce St...

Does anyone know if there's a way to have Nintex purge files created by a Nintex package from Salesforce storage after a certain amount of time, post...

By SergioG
September 24, 2020 09:50

Nintex for Salesforce Forum

Make an entire table or table row conditional

I have a quote in Salesforce with 10 line items. These fall into 2 sepertate categories (payed once or payed monthly, defined by a checkbox for "paye...

By StefanS
September 18, 2020 06:39

Nintex for Salesforce Forum

ATTENTION: Upgrade Nintex Drawloop to Avoid Flash ...

Update 2020-Nov-06: Drawloop DocGen v17.0 is now available on the AppExchange . V17.0+ has support for connecting data such as Sal...

By SamSysum
September 17, 2020 17:36

3552
1
4

Nintex for Salesforce Forum

Excel Middleware filter syntax

Hi All, I am trying to pull data into my DDP (word template) conditionally based on Account number from an excel sheet. If an Account number (colum...

By Abu
September 15, 2020 21:41

Nintex for Salesforce Forum

Dynamically pull data from excel based on unique f...

Hi All, I am trying to pull data dynamically into my word docgen template from an external spreadsheet (static) based on unique Account Number fiel...

By Abu
September 14, 2020 06:11

Nintex for Salesforce Forum

Is anyone else down right now? I see an expired ce...

https://apps.drawloop.com/ expired cert- see screenshot we cant use any of our doc generation in salesforce. cant get anyone on the phone w...

By mvichris
September 11, 2020 07:10

1705
0
4

Nintex for Salesforce Forum

Replicate related record data in same row

Hi All, I am trying to replicate related records in same row rather than creating new rows for each line item. We have 5 Opportunity related obje...

By Abu
September 09, 2020 05:17

1007
0
3

Nintex for Salesforce Forum

Salesforce Files Versions instead of creating new ...

Is it possible to create multiple versions for the same file instead of creating new salesforce file on every docgen package run on the same record? ...

By sorna07
September 08, 2020 05:35