Create or edit a record

When creating or editing a DocGen Package, you can configure an action to create or edit a record each time you generate documents from the DocGen Package.

There are three types of Create/Edit Record actions to choose from:

  • Chatter Post - Creates and posts a Chatter post when you generate documents from that DocGen Package.

  • Task - Creates and posts a task when you generate documents from that DocGen Package. You can relate the inserted task to one of your related objects and a contact.

  • Advanced - Creates or edits a record on a Salesforce object when you generate documents from that DocGen Package.

    If you are creating a record, you can insert it into any object. However, if you wish to relate the new record to an object, you are limited to the objects available to you in the Field Tagger. To relate a new record to additional objects, you must add relationships for the objects.

    If you are editing a record, you can only edit it from objects that are available in your Field Tagger. To update additional objects, add relationships to your DocGen Package.

     

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Configure the Create/Edit Record action

  1. Open a DocGen Package.

  2. Click the Delivery tab and the select the Create/Edit Record tab.

    -Or-

    In Salesforce Classic, click Create/Edit Record

  3. Click New Create/Edit Record.

  4. Fill out the required and optional fields (listed below) as needed and click Save.

Test the Create/Edit Record action

  1. Open a DocGen Package that contains a Create/Edit Record action.

  2. Under Test DocGen Package, select the record, contact, and document selection.

  3. Select the test delivery option with the Create/Edit Record action.

  4. Click Run DocGen Package.

    The app generates the document and applies any options you have specified in the DocGen Package.

Create/Edit Record field reference

Field Create/Edit Record Type Description
Type All Select from Chatter Post, Task, or Advanced. After you configure and save the action, you can't edit this field.
Order

All

 Enter a number in this field to control the order in which your Create/Edit Record actions are performed (useful if you have more than one Create/Edit Record action).
Description All Enter a description of the Create/Edit Record action and what it accomplishes. This is for internal use only.
Use Admin Credentials All Select this box to run the Create/Edit Record action with the administrative credentials specified on the Nintex Admin tab.
Delivery Options All Select which delivery options will trigger the Create/Edit Record action. If you want all your DocGen Package delivery options to trigger the Create/Edit Record action, select the All value.
Post To Chatter Post Select where to post.
Post Body Chatter Post Enter the text of the Chatter post.
Attach to this Object Chatter Post, Advanced Select this box to include the document on the object or task you create or edit. If you create or edit an object, the document will be stored in the Notes & Attachments related object.
Subject Task Select from the predefined list of task subjects, or enter free text.
Status Task

Select the status for the task from the following options:

  • Not Started

  • In Progress

  • Completed

  • Waiting on someone else

  • Deferred
Date Task Select the date to specify when to create the task. The default is Today, which indicates the task will be created the day the documents are generated. Select Today plus and type a value in the field to indicate that the task will be created that number of days after the documents are generated.
Search for Object Name Advanced Enter object names in this field to quickly filter the Object Name drop-down list.
Object Name Advanced Select the object that has the field you want to edit or which object a record must be inserted into.
Update Existing Record Advanced Select this box if you want to update a record instead of creating a new one.
Submit for Approval Advanced Select this box to indicate that when the record is created or updated, it will also be automatically submitted for approval through the built-in Salesforce Approval Processes. This requires an active approval process be in place for this object type.
Run at Beginning Advanced Select this box to indicate that this Create/Edit Record action should be run at the start of the DocGen Package generation.
Field-Value Pairs Advanced

Select fields in the left column to be populated with the values entered in the right column. You can use tags from the Field Tagger in the right column of your field pairs. You can also include form fields in the right column.

When creating new records, you must have field-value pairs for all required fields to successfully create a new record for that object.

When editing records, select the ID for the object you selected in Object Name and then enter the field tag for the ID in the pair box. For example, if you selected the Opportunity object in Object Name, then you would select Opportunity ID for the left side of the Field-Value Pairs and type <<Opportunity_Id>> in the value box.

Add Field Advanced Select this link to add more field-value pairs so you can populate more fields on the object you are inserting or updating.
Filter Criteria Advanced Choose a field, operator, and value to filter when the Create/Edit Record action is triggered. For example, entering <<Opportunity_Stage>> in Field, equals in Operator, and Closed in Value means the Create/Edit Record action will only trigger when the related Opportunity Stage field is equal to Closed. You can use tags from the Field Tagger in both the Field and Value columns of the filter criteria.
Add Filter Advanced Select this link to add more filter criteria to your Create/Edit Record action.
Advanced Filter Conditions Advanced Enter advanced filter formulas. For example, "1 AND (2 OR 3)".