Setting up Nintex
You have a shiney new install of Drawloop - what next.
There is an nice new Admin wizard to guide you through the steps of setting up, including
- Authorise 3rd party services
- Business or Standard - see below
- Set up Integrations (skip this for now).
- Set up examples (not sure these are necessary)
- Set up any standard buttons (only Classic, so skip this - you will use the Lightning Component)
- Org Wide Settings - Use files - use Upload for Pause to Edit.
- Add Users as Admins and Users
Upgrade to Loop Plus Business if needed.
- You want to send documents by workflow
- You want to dynamically insert images in documents (eg logos)
- You want to do a quote document with Opportunity and product details.
- Update Fields
- Basically, you need Loop Plus Business. Go to the Pricing page https://www.nintex.com/partners/how-to-buy ignore everything until you get to the Document Generation Pricing and click on the PDF in the middle of the page noting Comparisons.
Things I LOVE about DocGen
- The Lightning Component - go try Conga in Lightning and you will come back to DocGen in no time.
- Conditional Loop Documents (Filters) - only display documents in the Component if the underlying record meets the criteria for that document (not sure this is actually working in the Component though).
- The ability to edit the merged documents before sending them.
- Pause and Resume.
- The ability to add merge fields to existing attachments.
- The ability to attach documents from the record to the email.
- The ability to add numbered pages to all documents that go out in the email.
- Forms - so convenient if you don't need the data stored in Salesforce.
- Conditionally include documents in your merge - that is very cool!
- Unattended sending of documents.
- The pricing for automated sends (workflows, bulk runs) is so different to Conga, and so much more affordable!
Issues
- Whilst most of the Setup is now in Lightning the DocGen Packages Wizard is still in old Visualforce style. Surely that's an easy fix!
- Still have to switch to Classic for bulk runs, but hopefully after Spring '18 they can fix that now.
Things to Know
- I would avoid using the DocGen Wizard, as you want to set up your data structure first, then check the fields, then way later, upload your document.
- If you set up filters on the button ensure that all Packages for that object have the filter option set.
- If you are doing an automatic deployment, and have images, remember to add the image parameters to the Drawloop Next formula field - eg ";DeployType:autoemail;imageLogo=" & Logo__c" (Waiting)