Setting up Nintex DocGen for Salesforce for mobile users

Currently, Nintex DocGen for Salesforce for mobile users is only supported by using the Salesforce1 Mobile App. In order for mobile app users to generate documents, you must enable the Nintex DocGen Lightning Component action for a Salesforce object and ensure that your page layout has been updated with this action.

For example, if you use the Opportunity object in Salesforce and you want mobile users to be able to generate documents from this object, you must first ensure that the "Generate Documents" action has been created for the Opportunity object. After the action has been created, you must add the action to the Opportunity page layout. This means adding a button to the Opportunity object that we are going to label as "Generate Documents", and using the "Loop: RunDdp" action.

Note: These instructions can only be performed using the Salesforce Classic designer. For newer versions of Nintex DocGen for Salesforce, the Lightning designer displays by default. To switch to Classic, click your Profile icon and click Switch to Salesforce Classic.

Create the Lightning Component action

Before adding the document generation Lightning Component to the page, first ensure that the Lightning action has been created for the page you want users to generate documents from. For example, if you want users to generate documents from an Opportunity in Salesforce you will need to perform the following actions for the opportunity.

  1. From Setup, take one of the following actions:

    • If you're working with a standard object, type Buttons, Links in the Quick Find box, then click Buttons, Links, and Actions for the object you want to work with.

    • If you're working with a custom object:

      1. Enter Objects in the Quick Find box, then click Objects for a list of custom objects in your organization.

      2. Click the custom object you want to work with, and then click Buttons, Links, and Actions.

  2. Click New Action.

  3. For Action Type, select Lightning Component.

  4. For Lightning Component, select Loop:RunDdp.

  5. For Height, enter 250px.

  6. For Label, enter Generate Documents. This is the button users select to generate documents.

  7. For Name, use the default value provided or type a name.

  8. Select Change Icon.

  9. For Lookup, type runddpaction, press Enter, and then select RunDDPActionIcon.

  10. On the New Action screen, click Save.

Update your page layout

Once you have the "Generate Documents" action added to the Salesforce object, in this case the Opportunity object, you need to add the action you created to the page layout of the object for which it was created. For example, in the steps above we added the Lightning Component action (Generate Documents) to the Opportunity object. Now we need to go into the page layout for the opportunity and add the "Generate Documents" action to a page layout.

To add an action to a page layout on standard or custom objects, do the following:

Note: Salesforce has updated the terminology in the Setup screen for Salesforce1. Salesforce1 is now labeled as "Salesforce Mobile".

  1. From Setup, take one of the following actions:

    • If you're working with a standard object, type Page Layouts in the Quick Find box, then click the page layout of the standard object to which you want to add an action to generate documents.

      Example: If you wanted to add the action to the Opportunity object, you would click Page Layouts under Opportunity.

    • If you're working with a custom object:

      1. Enter Objects in the Quick Find box, then click Objects for a list of custom objects in your organization.

      2. Click the custom object you want to work with, and then click Page Layouts.

  1. On the page layout related list for the object you selected, click Edit next to the page layout to which you want to add the action.

  2. On the palette, select one of the following options:

    • Quick Actions

    • Mobile & Lightning Actions

  1. In the list of available action elements, select the action you created and drag it to the to one of the following areas on the page layout:

    • Quick Actions in the Salesforce Classic Publisher

    • Salesforce Mobile and Lightning Experience Actions

Note: If Salesforce Mobile and Lightning Experience Actions is not editable, Salesforce also uses the actions in Quick Actions in the Salesforce Classic Publisher.

  1. Click Save. Users can now generate documents from Salesforce1.