Add a button to list view layouts that generates documents for multiple records. Nintex Drawloop DocGen® for Salesforce comes with buttons configured for six standard objects: Accounts, Cases, Contacts, Contracts, Leads, and Opportunities. You can add these buttons to list view layouts for these objects. For any other object (including custom objects), you must create the button, and then add it to the corresponding list view layout.
Add a button to list view layouts on standard objects
You must add the button to the list view layout of the standard object the button supports.
To add a button to a list view layout on standard objects
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From Setup, type Search Layouts in the Quick Find box, then click the search layout of the standard object to which you want to add a button to run a DocGen Package for multiple records.
For example, if you wanted to add the button to the Accounts object, you would click Search Layouts under Accounts.
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On the search layouts screen for the standard object you selected, click Edit next to the list view for the stand object to which you want to add the button.
For example, if you wanted to add the button to the Accounts object, you would click Edit next to Accounts List View.
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Under Custom Buttons, in Available Buttons, click Generate Documents and then click Add.
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With Generate Documents in Selected Buttons, click Save.
Add a button to list view layouts on custom objects
The app comes with buttons for certain standard objects, but for other objects you must first configure a button using the Button Wizard, then add that button to the list view layout of the object.
To create a button to generate documents for multiple records
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.
Tip: You can also select this from Lightning with the
App Launcher. -
Under Classic Experience Buttons, click Button Wizard.
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In Type, select one of the following.
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Mass DocGen Package via List View Button
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Mass DocGen Package via Report Button
Note: You have to enable Mass DocGen Packages via Reports to use Mass DocGen Package via Report Button. For more information, see Enable the app to use Salesforce reports with Mass DocGen Packages.
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In DocGen Package Starting Object, select Other....
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In Object Name, select the object.
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Click Create Button.
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On the New Button or Link page, click Save, and then click OK in the prompt.
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On the list view (for the Starting Object you selected in step 4 and 5), under Custom Buttons, in Available Buttons, select the button you created (in step 6) and click Add.
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With your button in Selected Buttons, click Save.