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Salesforce DocGen: Format Changing?

Has anyone ran into the issue where your document looks one way before upload but when you upload it and generate a doc, the format changes? Things t...

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Operators to use to dynamically select templates

Hello, When setting up templates for dynamic selection, how should I complete the section outlined in red below (i.e. what is the operator and what...

  • By Yes
  • January 27, 2020  17:17
  • 1105
  • 0
  • 4

Way to sort results from row replication

Hello, I have a question about the replication process and how it replicates the data in salesforce to the templates. As shown in the first pho...

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Nintext DocGen Send an email based on field change...

Hi, I have Nintext DocGen, is it possible to send the email automatically from salesforce based on an update to the status field? OR do I need the ...

  • By jasmine
  • January 22, 2020  05:55
  • 1080
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Rank

ALERT: Upcoming changes in Chrome 80

A fix is planned for release on Weds, January 22, 2020 6.30a PT to address the cross domains cookie behavior to be released in Google Chrome v80, sch...

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Date format tag in multiple languages

My tag <<Today__w>><<Today__ai>>,<<Today__ah>> shows up correctly in English. Are the documentation or any guidan...

  • By kwoods
  • January 14, 2020  10:22
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End User to select a specific date instead of usin...

Hello, Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific dat...

  • By Yes
  • January 09, 2020  11:07
  • 833
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Salesforce Relationship WHERE clause

Hello, Am new to Salesforce and Nintex. Need to create a SOQL query and am having trouble with the WHERE clause. The rest of the query works w...

  • By Yes
  • January 08, 2020  09:47
  • 1416
  • 0
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Master Letterhead

Is it possible to have one master letterhead that can be used to generate multiple templates? If the letterhead changes, we wouldn't have to update a...

  • 351
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Looking for Additional Videos in this Series - The...

This series says it runs from Episode 1 to 6. I found Episodes 1, 2, and 3 on the Nintex youtube channel. Where can I find Episodes 4, 5, and 6? ...

  • By Yes
  • January 06, 2020  08:01
  • 608
  • 0
  • 2

Build data structure in apex for 3 related objects...

Hello. I would like to generate document in DocGen with such data structure: Opportunity -> CustomProducts -> CustomServices -> Vendors ...

  • By Cooler
  • January 06, 2020  07:53
  • 459
  • 0
  • 0

Excel Template File with Logos

Hello, My excel template has logos. After row replication, the rows overlap the logo instead of pushing the logo down further on the page where th...

  • By Yes
  • January 02, 2020  09:57
  • 698
  • 0
  • 3