Dynamic Images in Templates

Add an image to the Documents object and get the Salesforce Id for the image.

To add an image to the Documents object:

1. From Documents, click New.

2. Under Enter details, add the required name fields (Document Name and Document Unique Name) , select a shared folder in Folder, and fill in any optional fields.

3. Under Select the File, take one of the following actions:

   • Click Enter the path of the file or click browse to find the file and then click Choose File to select a file from your computer.

   • Click Create a reference link to the file and in Path/URL to reference, type a URL.

4. Click Save.

   Salesforce saves the image to Documents and the detail page appears with the Salesforce id for the image in the URL. On the browser, note the Salesforce Id for the image in the URL. In the next procedure, you will add this Id to the custom button.

Configure a button so that the image is assigned to a parameter when a user clicks the button. When you configure the template in the next sections, you will use this parameter to create the tag for the template.

To configure a button to add an image parameter:

1. In Nintex DocGen, click DocGen Admin.

2. Under Classic Experience Buttons, click Button Wizard.

3. Under DocGen Package Starting Object, take one of the following actions:

   • If the object on which you added the text field is listed, select it. For example, select Accounts.

   • If the object on which you added the text filed is not listed, select Other and then select the object on which you added the text field.

4. (Optional) In Button Name, type a name.

5. Click Create Button.
   The New Button or Link settings page is displayed.

6. In the Custom Button or Link editor, type all of the following

   • an ampersand (&)

   • the word "image"

   • any unique string ("_logo")

   • an equal sign (=)

   • the case sensitive Salesforce Id of the image ("01536000002gEAK" )

   • the file extension of the image (".jpg")

   For example, type &image_logo=01536000002gEAK.jpg
   The keyword image and the string make up the parameter. For example, image_logo is the parameter. This is the reference for the tag that will go into the template in the next procedure.

7. (Optional) Click Check Syntax.

8. Click Save.
   You are prompted about adding the button to page layouts.

9. On the page layout for your object, click Edit to add the button to a page layout.

10. In the page layout editor, click Buttons and then drag the button under Custom buttons.

11. Click Save.

1. In Microsoft Word, place the cursor where you want the image to appear from the Rich Text field.
2. Click the Insert tab, the click Pictures.
3. Select the placeholder image you want to use, then click Insert. For information on how to prevent the image from skewing, refer to this community article.
4. From the DocGen Package, click the Field Tagger button.
5. In Document Type, select Word/PowerPoint.
6. Select the Salesforce object relationship that contains the field that needs to be copied to the document. This is going to be the field you added in Add Rich Text fields to objects.
7. Copy the tag from the Field Tags section under Tag.
8. In Microsoft Word, double-click the placeholder image.
9. Click the Select drop-down from the Editing section, and then click Selection Pane.
10. In the Selection window, double-click the reference to the placeholder image, paste the tag from the field tagger, then edit the tag to include '__image' inside the angle brackets.

    Example: <<Account_Nintex__image>>

11. Save the template and then add the updated template to the DocGen Package. For more information on how add templates to DocGen Packages, see Manage templates in DocGen Packages.

You can add hyperlinks to images in Microsoft Word templates using the picture content control. In this control, you enter the field tag for the hyperlink, and then format the tag as a hyperlink. You can then add the template to a DocGen Package and use it to generate documents that include images with hyperlinks.

Requirements

• Microsoft Word on a PC only.

• Use a placeholder dynamic image (not just the tag) to merge the image. Apply the hyperlink to the placeholder image, and during document generation, the output will include the merged image with the hyperlink. For more information, see Set up your Microsoft Word templates to include dynamic images.

• Enable the Developer tab in Microsoft Word. For more information, see Show the Developer tab.

To set up your Microsoft Word template with hyperlinks to images:

1. In Microsoft Word, place the cursor where you want the picture to be displayed in your template.
2. Click the Developer tab and in the Controls section, click the Picture Content Control picture icon to add an image.

3. Select the image and on the Developer tab, click Properties.

4. In the Content Control Properties box, enter the tag for the hyperlink from the Nintex DocGen Field Tagger into the Tag field.

   For example, the <<Account_Website>> tag from the Field Tagger.

5. Edit the tag to include two consecutive underscores followed by hyperlink (__hyperlink) inside the closing angle brackets.

   For example, <<Account_Website__hyperlink>>

6. Click OK.

7. Save and add this template to your DocGen Package

You can then generate documents with the image and attached hyperlink.

1. In Microsoft Excel, place the cursor where you want the image to appear from the Rich Text field.
2. Click the Insert tab, then click Pictures.
3. Select the placeholder image you want to use, then click Insert. For information on how to prevent the image from skewing, refer to this community article.
4. From the DocGen Package, click the Field Tagger button.
5. In Document Type, select Word/PowerPoint. (Normally, you would select Excel/PDF as the Document Type, but to tag images in placeholders in Microsoft Excel, you must use angel bracket tags.)
6. Select the Salesforce object relationship that contains the field that needs to be copied to the document. This is going to be the field you added in Add Rich Text fields to objects.
7. Copy the tag from the Field Tags section under Tag in the Field Tagger.
8. In Microsoft Excel, double-click the placeholder image.
9. Click Selection Pane from the Arrange section.
10. In the Selection window, double-click the reference to the placeholder image, paste the tag from the field tagger, then edit the tag to include '__image' inside the angle brackets.

    Example: <<Account_Nintex__image>>

11. Save the template and then add the updated template to the DocGen Package. For more information on how add templates to DocGen Packages, see Manage templates in DocGen Packages.

1. In Microsoft PowerPoint, place the cursor where you want the image to appear from the Rich Text field.
2. Click the Insert tab, then click Pictures.
3. Select the placeholder image you want to use, then click Insert. For information on how to prevent the image from skewing, refer to this community article.
4. In Document Type, select Word/PowerPoint.
5. Select the Salesforce object relationship that contains the field that needs to be copied to the document. This is going to be the field you added in Add Rich Text fields to objects.
6. Copy the tag from the Field Tags section under Tag in the Field Tagger.
7. In Microsoft PowerPoint, double-click the placeholder image.
8. Click Selection Pane from the Arrange section.
9. In the Selection window, double-click the reference to the placeholder image, paste the tag from the field tagger, then edit the tag to include '__image' inside the angle brackets.

   Example: <<Account_Nintex__image>>

10. Save the template and then add the updated template to the DocGen Package. For more information on how add templates to DocGen Packages, see Manage templates in DocGen Packages.