Stand Alone Data Relationships

Use the Stand Alone Data Relationships option to create a placeholder relationship for your DocGen Package when no specific object is available. For example, if you’re creating a DocGen Package but haven’t yet decided which object contains the required data, you can set up a Stand Alone Data Relationship as a temporary placeholder. You can continue configuring your package as normal and later replace it with a specific data relationship when ready.

To watch video tutorials on how to use this Nintex capability, take the Certification: Nintex Document Generation Expert - Nintex DocGen for Salesforce in Nintex University.

Create a Stand Alone Data Relationship

You can only add a Stand Alone Data Relationship from the Relationships related list in a DocGen Package. Once you select the Starting Object in the DocGen Package Details, you won't be able to change it.

  1. Navigate to the App Launcher by selecting app launcher in the upper left corner and select Nintex DocGen.
  2. Select the DocGen Packages tab.
  1. Open a DocGen Package you want to use.
  2. From the Data tab, scroll down to Add Relationships.
  3. In the Add Relationships section, click Stand Alone Data.
  4. Select the object you want to add.
  5. On New Stand Alone Data, select the Repeat By options you require:
Section Copies a specific section in your document that has unique data.
Table Copies tables. Each table has unique data.
Row Copies rows that have unique data in each row.
Group Duplicates tables that are grouped by field type.
Hierarchy Creates slides with a hierarchy of relationships based on field type.
    • You can also use the + Add Filter and +Add Sort Order options to add filters and sort the order of your selected fields. This is dependent on the Starting Object you select.
  1. Click Save.

You can add child A relationship between two objects established by a lookup or a master-detail field. or lookup Salesforce says, "A relationship between two records so you can associate records with each other." relationships to your Stand Alone Data Relationship. However, you can't add child relationships to Stand Alone Data Relationships that repeat by row. For more information on adding child relationships, see Relationships from Starting Objects.