Relationships from Other Objects

Use Relationships from Other Objects (formerly known as Top Level relationships) to display all the data from another standard object in your DocGen Package.

You can use the Field Tagger to place additional tags from Other Objects into your DocGen Packages.

Important: To view Relationships from Other Objects in your documents, you must run your DocGen Package from a Button as Relationships from Other Objects are not currently supported in the Lightning Component.

Create a relationship for your other object from a New DocGen Package

  1. Navigate to the App Launcher by selecting the app launcher in the upper left corner, select Nintex DocGen.
  2. Select the DocGen Packages tab.
  1. Click New.
  2. Type in the DocGen Package details and select your Starting Object.
  3. Click Save.

    4. Nintex DocGen will automatically add in the Starting Object and any child relationship if it's associated with the object in the Relationships section. This can't be edited unless a different object is selected.

  1. If there is a Relationship from Other Object already associated with the starting object, Nintex DocGen will automatically add it to the relationships section of your DocGen Package.
  2. If there is no Relationship from Other Object associated, you can add one by following the steps below.
    1. Open the DocGen Package you want to add the relationship to other object to.

    2. From the Data Tab, access the Relationships window.

    3. In the Add Relationships section of the window, click Relationship from Other Object.
    4. Select the object you want to add.
    5. Click Save.

Create a relationship for your other object from an Existing DocGen Package

  1. Navigate to the App Launcher by selecting the app launcher in the upper left corner, select Nintex DocGen.
  2. Select the DocGen Packages tab.
  1. Select and open the DocGen Package you want to work with.
  2. From the Data Tab, access the Relationships window.

  3. In the Add Relationships section of the window, click Relationship from Other Object.

  4. Select the object you want to add.
  5. Click Save.

You have the option of adding a Child or Lookup relationship to your Relationships from Other Objects as well.