Deploy custom objects

Note: These instructions apply to the Salesforce Classic experience.

If you chose the Install for Admins Only option during installation, you have to change the deployment status for all the custom objects in Nintex DocGen. You do not have to do this if you chose Install for All Users or Install for a Specific Profile during installation.

Deploy custom objects in Nintex DocGen

To deploy custom objects:

  1. Click Setup, and use the Quick Find box to search for Objects.

  2. Click Objects to display a list of your organization's custom objects.

  3. On the Custom Objects page, click Edit for each custom object.

  4. Under Deployment Status, click Deployed and then click Save.

List of custom objects in Nintex DocGen:

  • Connected Snippet Group

  • Create/Edit Record

  • Delivery Option

  • DocGen Package

  • DocGen Package Template

  • Document Request

    Note: The Document Request object appears as Document Queue on profiles in Custom Object Permissions.

  • Form Field

  • Form Rule

  • Form Step

  • PDF Stamp

  • Recipient

  • Relationship

  • Secure Field

  • Snippet

  • Snippet Group

  • Snippet Group Snippet

After deploying custom objects, assign app permissions and licenses for users in your organization or manage your subscription. For more information, see Install, upgrade, or purchase Nintex DocGen.