DocGen for Salesforce

FORUM POSTS AND DISCUSSIONS

  • 525 Topics
  • 976 Replies

525 Topics

C
crj8755Novice
asked in DocGen for Salesforce

Creating standalone relationships

Is there a way to create standalone relationships for docgen packages with dataloader or code? I have a couple hundred docgen packages that I needed to create a standalone relationship for and was wondering if there was a way to do other than manually?

0
C
1 year ago
J
Johan TempelmanRookie
asked in DocGen for Salesforce

Error - Mass via Reports has not been configured for this organization

Hi, All users that tries to generate letters gets Error - Mass via Reports has not been configured for this organization.It worked last week.  How to I solve this? Best regards, Johan

2
J
1 year ago
F
foglightRookie
asked in DocGen for Salesforce

Generate Individual Letters to an Opportunity's Contact Roles

Business use case: send a thank you letter to some of the contacts who contributed to the opportunity. Data setup:Each of the contacts I want to send a letter to are associated to the opportunity via a contact role Only send to contacts who have a role of “Soft Credit”Ideal user flow:From an opportunity list view, select multiple opportunities, click a button that invokes the mass button code. User is taken to the Generate Documents screen where they select a DocGen Package to run > Click Run to generate documents.  When setting up a new DocGen Package, I am not able to select Opportunity Contact Role as a starting object. See screenshot.Is there another way to configure Nintex DocGen to generate individual letters for discrete opportunity contact role contacts?I’m open to other business user flows, but Salesforce doesn’t have a list view for OCRs (understandably) and I don’t know if I could configure a button from the related list.   

2
F
1 year ago
D
DhatriNath
posted in DocGen for Salesforce

Hi everyOne, I had an query that is , How to delete "Contact" selection in docGen component

6
A
1 year ago
J
jdismuke
posted in DocGen for Salesforce

Minimize spacing between copy type group

Is there a way to minimize spacing between groups in word? I have group type on quote line items, grouped by name because this seems to be the only way to avoid duplicate quote line items name on the document. In the document its: <<TestGroup_Start>><<TestGroup_Name>> Results: Test A Test B Test C Expected: Test ATest BTest C

2
A
1 year ago
P
phoebesyRookie
asked in DocGen for Salesforce

Field tags from object that is indirectly related to main object

In DocGen, I have set my main/starting object as a custom object 'LMS'. It has a lookup relationship to an 'Opportunity' record, which I have set up a relationship for. However, I also want to pull in fields from other 'Property' and 'Contact' objects which have a lookup relationship with the related opportunity. Although my document was successfully generated and I used standard Contact and Property field tags are generated in the field tagger, it did not pull in data from my related 'Property' and 'Contact' records. How do I pull fields from these indirectly related records?

1
natsu_docs
1 year ago
A
ahastenreiterNovice
asked in DocGen for Salesforce

Document Generation Token Mapping Method Custom Class instead Dataraptor

I have a Vlocity Document Template which needs to fill through a custom class. (Token Mapping Method).When a run the doc generation by OmniScript (client-side), the document tokens are filled with blanks. I don´t know what´s wrong. Anybody can help me? The Custom Class is below. global without sharing class PME_QuotePDF implements vlocity_cmt.VlocityOpenInterface2{     global Object invokeMethod(String methodName, Map<String, Object> input, Map<String, Object> output, Map<String, Object> options)    {        Boolean success = false;               try{            if (methodName == 'getTokenData'){                getTokenData(input, output, options);                success = true;            }        } catch (Exception e){            System.debug(LoggingLevel.DEBUG, 'Exception type caught: ' + e.getTypeName());            System.debug(LoggingLevel.DEBUG, 'Message: ' + e.getMessage());            System.debug(LoggingLevel.DEBUG, 'Cause: ' + e.getCause());            Syst

0
A
1 year ago
S
Safiya
posted in DocGen for Salesforce

Hyperlink in Word Template

Hi there,   I have a template in word and the final document being generated is also word. There are text fields with hyperlinks on them, however, on the generated report, the links appear not to be active and are not clickable. Could you please let me know what might be the issue?   Regards, S.Aj

2
A
1 year ago
A
ApexLegendsRookie
asked in DocGen for Salesforce

Not Working - Nintex Document Gen for Partner Community using LWC & LoopMessage Apex Call

Hello!I’ve been working on moving document generation button from salesforce agents to partner community users.  I’ve created a LWC Button and making use of LoopMessage functionality for same  at https://github.com/sdknintex/dl_apex_loopMessageThe code seems to work fine when executed as Salesforce Admin, but doesn’t work when invoked from LWC Apex Imperative call.  The class I have defined is set as ‘without sharing’ as such. Also, made sure to follow the steps here - Apart from this, have also made sure to this option enabled as well - https://community.nintex.com/docgen-for-salesforce-61/drawloop-salesforce-community-user-and-attaching-documents-to-records-17631The problem is webservice callout doesn’t show any error and has no document generated as well.  I can share the logs if needed. Seems like similar issue has been asked here and no one as responded.  Kindly do help if anyone has any possible approaches to debug this issue.

0
A
1 year ago
V
Virendra
posted in DocGen for Salesforce

Salesforce LWC + Loop.loopMessage not working on Apex

Hi,I am trying to call Loop.loopMessage  request from LWC  Apex controller.  There are no error or exception .. but document is not generating.  The same method when I will call from VFpage+Apex Controller is working fine.  Is it a Known issue .. any workaround please ?Please help .. I appreciates.   Below is My Code which is not working on LWC apex Controller class .@AuraEnabled    public static void attachCaseSheetWithContact(String intakeSelectedId) {       system.debug('::intakeSelectedId::'+intakeSelectedId);       Loop.loopMessage lm = new Loop.loopMessage();       lm.requests.add(new Loop.loopMessage.loopMessageRequest(                                   intakeSelectedId,                                   'a0U1N000007DGdq',                                   new Map<string, string>{ 'deploy' => 'a0T1N000005S2Ty'}       ));         system.debug('::lm::::'+lm);         if(lm != null && lm.requests != null && !lm.requests.isEmpty()){           try{           

2
A
1 year ago
D
DJellenik
asked in DocGen for Salesforce

Return specific results from SFDC

Hi All,Still a newer user here. I am trying to bring Contact Information into a DDP from SFDC. The test to bring back the specific contact I need is that the Opportunity Record will list the desired contact by Full Name only via a dropdown Menu. The options within the dropdown are controlled via a Checkbox on the Contact Record itself. I have tried several SOQL expressions below is the one I thought had the most potential. Any help would be appreciated.Fields usedxBContact (SOQL Alias)Bill_To_Name__c (Full name on the Opportunity of the person I want to bring back)Name, Title, Phone, Email, MailingAddress (From Contact Record)ExpressionxBContactSELECT Name, Title, Phone, Email, MailingAddress FROM Contact WHERE Bill_To_Name__c = '<<Name>>'

6
D
1 year ago
B
brooksdjohnson
posted in DocGen for Salesforce

Bulk Processing of Documents

Hi,We have a use case where we need to print guests that a related to a particular event. An event might have several thousand guests. We experience lock ups on large guests lists, particularly if they contain images. It seems like what we need is an Apex Data relationship that can call the package and provide it a certain number of records based on a SOQL offset. For example if we had 5000 guests. We would chunk it into 5 jobs.But there does not seem to be a way in the docs to do this dynamically. I would love to take total number or rows and divide by 1000. Then just loop over that count and create n number of new jobs and pass in the offset for each one. Does anyone know how we might achieve this. Otherwise it seems like our only option is just to create multiple packages with their own offset value and run it that way. 

0
B
1 year ago
D
DJellenik
posted in DocGen for Salesforce

Adding Days to <<Today>> Tag

I have searched for a while now and can't seem to find.  Is there a way to take the <<Today>> Tag and add a set amount of days to the result.  For example if Today = 11/10/2022 and I want to add 10 days it would result in 11/20/2022 as the output. Thank you

0
D
1 year ago
S
SgarveyNovice
posted in DocGen for Salesforce

2 Nintex Packages with Writeback from Docusign

Hi We have two Nintex packages that get delivered via Docusign on One custom object.   On One of the packages, i want to write back to salesforce and update a field on the record.   My problem is that when I run both packages from Nintex it writes back the salesforce record.   Does anyone know if I can add a condition to the writeback?   Thanks  Stephen    

0
S
1 year ago
I
Ime
posted in DocGen for Salesforce

Salesforce security token not working in integration

Hello All, I have changed my password/security token, assigned it to webhook for Salesforce Integration and I keep getting this error when testing document transmission...I have reset my token and still getting this error...Any idea? Salesforce AuthenticationFailThe remote server returned an error: (500) Internal Server Error.sf:LOGIN_MUST_USE_SECURITY_TOKEN 

0
I
1 year ago
L
lakshmiambati
posted in DocGen for Salesforce

Error Message

Error Message:There was a problem processing Document Package data. (InternalError)Include this Error Id if you contact support

6
L
1 year ago
S
SgarveyNovice
asked in DocGen for Salesforce

Letterhead based on Salesforce field

Hi   My HR department hires for 7 different umbrella companies.   I am wondering if is it possible to have a formula as the letterhead when they generate a contract with Nintex that based on what company is chosen in a salesforce field, this company logo appears on the document that is generated.   Thanks  Stephen

1
natsu_docs
1 year ago
J
JeremiahNovice
posted in DocGen for Salesforce

Addition of oldValue and newValue fields to the History objects

Currently functionality is limited to the objects related history per name, id, createdby, etc, but does not include the oldValue and newValue to show the actual updates. 

3
J
1 year ago
J
Jhansipriyaks
posted in DocGen for Salesforce

Not able to retrieve multiple images from record with rich text field type

While creating a record, we are using multiple images on rich text area field. But while retrieving we are getting only first image from the record. Please look into this case also suggest by which features of Nintex we can retrieve multiple images from the record to create the pdf document.

1
Frankie
1 year ago
L
LauraWinglerRookie
posted in DocGen for Salesforce

Does AssureSign integrate with eOriginal?

Is anyone using AssureSign and integrating with eOriginal's electronic vault? 

0
L
1 year ago
D
DJellenik
posted in DocGen for Salesforce

Product Dependent Terms

I am having a hard time figuring out the proper way to have a line of text appear on our Sales Order only if and when a specific product is on our quote.  Some directional help would really be appreciated as I have had to make this optional and I know that this will not work long term.  I have looked but this does not seem to be a hot topic to search on.  Thank you!

6
D
1 year ago
R
rksalesforce
posted in DocGen for Salesforce

Nintex Drawloop for Salesforce unable to merge data

Hi Team, We are generating documents using drawloop relationship , its working fine in Salesforce Developer Sandbox. However, its not populating data in document  for QA sandbox. We checked all the permissions and everything seems fine. please let us know if anything we are missing here.  

1
natsu_docs
1 year ago
B
bmcleanNovice
posted in DocGen for Salesforce

DocGen performance speed in Salesforce

Does anyone run into a slow down of doc generation within Salesforce as the day goes on? The progress bar moves slowly and gets stuck around 45%, eventually it does complete or we need to close down and regenerate docs. We experience this while using Edge and Chrome. It doesn't impact all users at the same time but typically impacts the individual generating the most documents during that day.

1
S
1 year ago
A
ankitjain14Rookie
posted in DocGen for Salesforce

Track Document History from Assure Sign

We are sending Document Using Assure Sign to Customer from Salesforce from opportunity Object but the File History is not available to end users in Salesforce. How can we make this available? anyone knows?

4
A
1 year ago
J
jwCbank
asked in DocGen for Salesforce

Drawloop - Section replication inside another repeating section?

Hello, I am wondering if it is possible to have a Rich Text Control section replication element nested inside another section replication element in a Drawloop Template. I have been able to have repeating sections that use row replication inside them successfully, but I cannot reproduce the same or similar results using section replication inside of another section.Please see the following screenshots for an example of what I mean.Screenshot 1 contains 1a) The first "PartyOwners" is a rich text control configured for section replication. Inside the rich text control is a singular table row, and the data is configured to repeat by row. You can see in screenshot 2 that this works as expected, and repeats the outer sections, and repeats the rows inside each section (child data)  1b) The second "PartyOwners" section is a rich text control configured for section replication. Inside the rich text control is another rich text control, and the for the control is configured to repeat by section

1
Brent_Doc
1 year ago

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