Nintex DocGen for mobile users

Currently, Nintex DocGen for mobile users is only supported by using the Salesforce1 Mobile App. You must enable the DocGen Lightning Component in a Lightning Action to enable mobile use. To enable Nintex DocGen mobile users, you'll need to create an action and update your page layout as described below:

Note: Perform these instructions in the Salesforce Classic Experience.

Create an action

Create an action on the object you want users to generate documents from in Salesforce1:

  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. Select 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. Click Save.

Update your page layout

Add the action you created for the DocGen Lightning Component to the page layouts of the object for which it was created. To add an action to a page layout on standard or custom objects, do the following:

  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 Account object, you would click Page Layouts under Accounts.

    • 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

    • Salesforce1 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

    • Salesforce1 and Lightning Experience Actions

Note: If Salesforce1 and Lightning Experience Actions is not editable, Salesforce uses the actions in Quick Actions in the Salesforce Classic Publisher.

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