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saviopednekar
Nintex Newbie

One Document with Mutiple Records

So, I see that Nintex has the ability create a documents in Salesforce from a List View via the Mass Doc Gen Button. But I do not need each record to have its own document. I need one document with multiple lines of data pulling for each record selected in the list view, Does anyone know if this is possible or where I can find documentation on this? So for example I would navigate to the Account Object, look at a list view --> Select 5 accounts and generate a document with the list of these 5 account names. Thank you for any help in advance.

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Community Manager Community Manager
Community Manager

Re: One Document with Mutiple Records

@saviopednekar This would be a DDP question in how you setup your objects and their relationships to achieve this. Yes i is possible to collect information from say 5 accounts and compile them into one document.

 

Here are a few videos that may help 

https://www.youtube.com/watch?v=Uduc7cBrEFQ

https://www.youtube.com/watch?v=7tD4ELHvE90

Learn how to group data in tables in Nintex Drawloop DocGen® for Salesforce. Want to know more about using Nintex in your organization? Read our full product guide: https://nintex.us/2tfxbob
Learn how to use section, table and row replications in Nintex Drawloop DocGen® for Salesforce. Want to know more about using Nintex in your organization? Read our full product guide: https://nintex.us/2tfxbob
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capm0001
Nintex Newbie

Re: One Document with Mutiple Records

I have a question on this topic (first question on this community, so not sure if I am doing it right).  In my DDP, I need to do a page break between each page because each record's data (signature line) is followed by a notary jurat, and then I need to go to the next page,and print the next record's data.  I have never been able to get a page break to go between a grouping, or table or row.  What is the secret? 

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