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Running the Soql query inside the Row replication

We have a requirement in which we need to run the SOQL query inside the Row replication . We need the value of row replication inside of SOQL quer...

  • By umer
  • July 02, 2020  05:20
  • 691
  • 1
  • 1

Pre-Populate Nintex Start Event: Form Fields With ...

Would like to have some of our customers fill out forms via Nintex. The workflow will perform writebacks to Salesforce with Form data. For some of th...

  • 879
  • 0
  • 4

Lightening Component filter on case and contact

Hi All, I am pretty new to DocGen and have now created a few packages. I have added the lightening component to our Case page layout and wa...

  • By JohnSl
  • June 24, 2020  14:46
  • 796
  • 0
  • 3

NintexSign - Attach completed document to Salesfor...

Hi, I am sending a document out to users to e-Sign through DocGen - AdobeSign delivery option. Is there a way I can get the Salesforce Record t...

  • By rnkw1
  • June 24, 2020  09:49
  • 550
  • 0
  • 1

Can multiple report filters be used for one report...

I have a DocGen that is run from the account page using multiple Salesforce reports, each with a filter on the <<Account_External_Reference>...

  • By Lou
  • June 19, 2020  03:53
  • 844
  • 0
  • 3

How to improve the speed of a DocGen which has lot...

I currently have a docgen package which uses a lot of images to create the report. It takes a lot of time to be generated. I was wondering if there i...

  • 971
  • 0
  • 3

We had few cases in which documents were not gener...

We had few cases in which documents were not generated.The Status keeps on saying that 'GENERATING'

  • 486
  • 0
  • 1

Force Wrapping of Checkbox Values

I am creating a DocGen that requires three separate fields where the user completing the form can select one of more values. The problem is the valu...

  • By bjj
  • June 01, 2020  13:26
  • 532
  • 0
  • 0

Using Opportunity Line Item Schedules

I have a need to create a table that adds the Opportunity Product Schedules by product. I have managed to get the schedules to show (finally), but I ...

  • 534
  • 0
  • 1

MIssing contact when searching for DocGen Package

Using the Salesforce DocGen I am unable to locate a specific contact on an account. I am able to find other contacts with nearly identical data fo...

  • 636
  • 0
  • 1

Error when attempting to use a related list relati...

I am creating a package on the Account object and need to pull information from the Account Assignment related list and am running into a problem. I'...

  • By bjj
  • April 30, 2020  14:34
  • 687
  • 0
  • 2

in the Salesforce DocGen. How can I protect the PD...

We are using Docgen for SF to create PDF letters. We don't want the receiver of the letters to be able to make changes to the PDF. Is there an auto-c...

  • 478
  • 0
  • 0