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Using dynamically included templates

Hi, all! I am attempting to create a proposal based on the Salesforce order object. I have everythin...

  • Views 277
  • Replies 6
  • Kudos 0

Attaching documents in Salesforce to the inserted

I'm intiating the Docgen package from Opportunity, and added "Insert-Update" function to the pacakge...

  • Views 245
  • Replies 6
  • Kudos 0

Limit visibility of generated document to designat

Hello Everyone We are using DocGen for Salesforce and have a scenario where we are generating a doc...

  • Posted by mikecos23
  • | October 23, 2019 12:13
  • Views 107
  • Replies 0
  • Kudos 0

Salesforce form data outputs as columns in Excel -

Currently, data from a Salesforce form is exported into Excel, but each attribute is a column. So wi...

  • Posted by b_ellison
  • | October 18, 2019 13:24
  • Views 104
  • Replies 1
  • Kudos 0

problem Your organization's trial period has expir

We have in Salesforce Full Copy Sandbox following problem :Your organization's trial period has expi...

  • Posted by carloj
  • | March 22, 2019 01:41
  • Views 859
  • Replies 1
  • Kudos 0

Excel as Middleware to do Language translations

Hi everyone! My SFDC BA is convinced we can use excel as middleware to perform language translations...

  • Views 356
  • Replies 5
  • Kudos 0

Nintex Drawloop DocGen for Salesforce Release Note

Nintex performs two types of updates: back-end updates to ourDocGenEngine and front-end package upda...

  • Posted by SamSysum
  • | October 22, 2018 16:33
  • Views 5042
  • Replies 2
  • Kudos 3

Multiple Columns on the forms in DocGen for Salesf

Does anyone know if it is possible to do multiple columns in the forms a user sees when using DocGen...

  • Posted by mhobizal
  • | October 07, 2019 08:48
  • Views 127
  • Replies 1
  • Kudos 0

AccountContactRelationship relationship returning

I am generating a document off of the Opportunity object. It needs to return a table of Contact name...

  • Posted by Kay
  • | October 08, 2019 12:04
  • Views 117
  • Replies 1
  • Kudos 0

Excel as Middleware

Can you build a document package in Classic, utilizing Excel as Middleware (we would use it for lang...

  • Views 123
  • Replies 1
  • Kudos 0
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