Specify templates as optionally included

You can make a file optional, so that when a user runs the DocGen Package, they can decide whether the output should include a file based on the template.

Include an optional template in a DocGen Package

To make a template optional

1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Packages.

   Tip: You can also select this from Lightning with the App Launcher.

2. On DocGen Package Details, in Select Files, select a file from the middle grid and click Options (gear shaped button).

   

   Tip: In Lightning, you have to click the play button each time you access the Select Files user interface.

3. In the options menu, in Inclusion Type, select Optional and click Ok. This gives the user that runs the DocGen Package the option to include output based on this template.

   

4. Click Save.

Below is an example of what users that run a DocGen Package with an optional template will see.

Related information

Adding template files to DocGen Packages