Nintex Forms component in Nintex DocGen

Note: This is a preview feature.

The Forms component in Nintex DocGen for Salesforce allows you to use the powerful data-capture functionality provided by Forms in Nintex Automation Cloud, to create forms to capture and submit accurate and current data.

Create Forms in Nintex Automation Cloud

In Nintex Automation Cloud, create a workflow with the start event Nintex - Form and ensure the following:

  • When setting up your workflow, set the form to be available anonymously by setting Give form access to to Anyone with the form URL.

  • Publish the workflow.

  • Copy the form's workflow URL. For more information, see Find URLs and snippets in the Worklow list help topic.

When creating a form, you can include a query string parameter variable to get the 'recordId' and 'userId' from Salesforce to retrieve data from Salesforce. For example, you can use 'recordId' to retrieve user information to pre-fill a form or use 'recordId' to retrieve information from the record page on which the form is displayed. For more information, see External data variables.

For more information on adding Salesforce data to your form, see the Data sources and Salesforce Connector topics.

Add your Nintex Automation Cloud tenant as a Trusted URL in Salesforce

To use the Forms component in Nintex DocGen, you must add the domain for your Nintex Automation Cloud tenant to Trusted URLs in Salesforce. For information on adding a trusted URL, see Manage trusted URLs. Add a wildcard for the URL you add. For example, https://*.workflowcloud.com, where '*' is the wildcard.

Add Forms to Salesforce

In order to load Nintex Automation Cloud Forms on Salesforce record pages and retrieve Salesforce data for the forms, you must create a record of the forms in Salesforce.

To add Nintex Forms to Salesforce:

  1. Log in to your Salesforce environment.

  2. Open Nintex DocGen.

  3. Click Nintex Admin.

  4. Click Forms Preview.

  5. Click Edit available forms.

    The Custom Metadata Types page is displayed.

  6. Add a record to the Nintex Automation Forms list for each form you want available in the Nintex Form component. Add a unique name for each record and add the URL of the form published in Nintex Automation Cloud.

    Note: The URL is the web form URL from Nintex Automation Cloud. It should be from a published workflow and for an unauthenticated form. For more information on finding the URL, see Find URLs and snippets in the Worklow list help topic.

Add the Forms component in to a record page

See Add a Lightning Component to a Record Page.

In the Lightning App Builder, the Nintex Form component is under Custom. After you add the component your record page, choose a Nintex Form from the list in the configuration pane on the right.

Note: The Forms component will not be displayed in Nintex Admin if this feature is not enabled for your environment.