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Nintex Newbie

Mass DocGen Package via List View Button for Lightning

In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.  We created it via the button wizard in DocGen Admin.  In Lightning, we can no longer use that because it is JavaScript.

How is anyone else accomplishing mass generation of documents now that you are on Lightning?

I temporarily have my user switching back to Classic to use the button...this is not a process that I want to continue.

Any help/input would be much appreciated!

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Moderator
Moderator

Re: Mass DocGen Package via List View Button for Lightning

Karla Goodman

Are you doing this off a custom object or standard object?  We have updated the standard objects buttons in the latest versions of the package to have Mass Generation work in Lightning.

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Nintex Newbie

Re: Mass DocGen Package via List View Button for Lightning

Standard object - Account.

The button on the individual record page works, but have not been able to figure out how to do mass generation via the list view any longer.  The button we had for that doesn't work in Lightning because it is JavaScript.  If you've found a way for this to work, please let me know. I'm using version 15.1.1 of the Nintex DocGen installed package within Salesforce.

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Moderator
Moderator

Re: Mass DocGen Package via List View Button for Lightning

Yes there is a "Generate Documents" list button that has been there since 14.5 that supports Lightning.

 

Mass.png

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Nintex Newbie

Re: Mass DocGen Package via List View Button for Lightning

@DocGenVinnie Does this work on custom objects in Lightning?

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Nintex Employee
Nintex Employee

Re: Mass DocGen Package via List View Button for Lightning

For Custom objects & (Standard if desired), you can use this Mass Button guide to created Mass buttons for your users. > https://community.nintex.com/t5/How-To-s/Creating-Mass-Button-in-Lightning/ta-p/92630

 

 

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