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Workflow Hero

Automatically generate document on record creation?

We have DocGen for Salesforce installed in our Sandbox so far, but we have licences purchased for Production too. Since our initial use case we have discovered a number of others.

One of these would theoretically involve a Docgen process to run at the point that a record is created (e.g. Invoices records are created in a custom object in SFDC with the data being fed through from our ERP nightly. We would like to be able to create and store a PDF copy. As the record is created we would somehow like to invoke a process that would allow the document to be created automatically without the need to manually generate it.

Is this possible? If so where / how would I educate myself on how to do this?

Many thanks

Stephen

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Workflow Hero

Re: Automatically generate document on record creation?

Hi 

You can have a empty pdf template in a place (ex : in Document library ) and reuse the copy of  template on each item creation 

You can refer this link for upload attachment in document library  Nintex Workflow for Office 365 - Copy Attachments to Document Library - Vadim Tabakman 

Instead  of attachment url you can change the pdf template saved Path in web-service action 

ex 

Regards

Ranjith

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Workflow Hero

Re: Automatically generate document on record creation?

Hi Stephen,

This would be possible using our Workflow DocGen Packages, which allows you to trigger a document package based on a rule. The following link has our guide on this feature(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/AutomatedDDPs.htm).

Regards,

Leigh

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