Issue
Salesforce Report data is not populating in the DocGen Run Templates when a Lightning Row-Level Formula is included.
Additional information
- The report must be able to load in Classic for us to pull the data from the Salesforce Report
- Use our UserVoice Page to post or upvote Usecases to support Lightning Reports and the functions that it can do: https://nintex.uservoice.com/forums/344250-8-nintex-drawloop-docgen-for-salesforce
- See Classic view when Row-Level Formula from lightning is included:
Resolution
1. Formula Field in Salesforce to do the logic.
2. Create the Row formula logic using Excel where the report is being pushed into.
Connected Data: https://help.nintex.com/en-US/docgensf/Templates/ConnectDataToTemplates.htm