Component Library

Available only with Enterprise Edition

Component Libraries hold the components Reusable rich text exerpts or snippets. to manage the text in your documents. You can organize the components into groups within your documents. You can also edit the component from the Component Library and any documents that use that component will be updated with that text next time the document is generated.

For example, say you want to create a contract for customers from one state and another for customers in a different state. You can edit the component from the Component Library to filter components based on the data in your organization.

To watch video tutorials on how to use this Nintex capability, take the SELF: Nintex Drawloop DocGen - Expert in Nintex University.

Set up the Component Library

Note: If Nintex Drawloop DocGen for Salesforce 9.91 or later is the first package you installed, Component Library is already set up for you and you can ignore this topic.

However, if you updated to Nintex Drawloop DocGen for Salesforce version 9.91 from an earlier version, some pages layouts need to be modified for you to use Component Library. You have two options:

  • Open a support case by emailing ddpsupport@nintex.com and Nintex support will update the appropriate page layouts in your organization.
  • Perform the manual steps to update your organization below.

Edit page layouts manually for the DocGen Package object

  1. From Setup, enter Objects in the Quick Find box, and then select Object Manager.
  2. Under Label, select DocGen Package.
  3. Click Page Layouts.
  4. Under Page Layout Name, select Case Document Package Layout.

The following steps are not yet supported in the Lightning Experience DocGen Designer.

To follow the steps in Classic Experience, see Manual update instructions for Component Library.

Component Groups

This feature is not yet supported in the Lightning Experience DocGen Designer.

To follow the steps in Classic Experience, see Component Library.

Add tabs to Nintex Drawloop DocGen

  1. From Setup, enter Apps into the Quick Find box, then select App Manager.
  2. Navigate to the Nintex DocGen App Name, select the drop down arrow from the App Name and select Edit.

The following steps are not yet supported in the Lightning Experience DocGen Designer.

To follow the rest of the steps in Classic Experience, see To add tabs to the app.