Dynamic Images in Templates

Available only with Enterprise Edition

To use dynamic images Any image related to a record. and place them into your output documents from Salesforce records Salesforce says, "A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record.", you can set up a field to hold your images on records, then reference the field with a tag in your template A document/file that can be added to a DocGen Package. Data can be filled into the document/file.. When you generate the document, Nintex DocGen adds this image to your output document.

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

Use images from Salesforce records for output documents

You'll need to set up your dynamic images in Salesforce first, before configuring your template. The configuration process may differ slightly depending on the program you're using, but this process works across all the supported Microsoft Office programs. You'll also need to enable connected apps with OAuth to use dynamic images.

Microsoft Word, Excel, and PowerPoint templates support this method of inserting images.

Complete the four steps below to add dynamic images to your templates:

1. Add Rich Text fields to objects

Add Rich Text fields A field where users can format the field content and add images and hyperlinks. to the object you want to generate documents with in Salesforce:

  1. From Setup, perform one of the following actions:
    • For standard objects, type the name of the object in the Quick Find box, then click Fields & Relationships.
      • For example, if you wanted to add a Rich Text field to the Account object, you would click Fields under Account.
    • For custom objects, type "Objects" in the Quick Find box, then click Object Manager.
      • For example, if you wanted to work with a custom object named Cases, you would select Cases.
  2. In Fields & Relationships, click New.
  3. Under Data Type, select Text Area (Rich), then click Next.
  4. Type in the required fields and/or any optional fields.
  5. Click Next.
  6. Establish the field-level security, then click Next.
  7. Select one or more page layout options to add to the Rich Text field.
  8. Click Save.

2. Add images to Rich Text fields

Add images to Rich Text fields in your accounts within your object. You can add images directly from your computer or an online image using a URL.

  1. Open the object that you added the Rich Text field to.

    Example: From Accounts, click Acme Co.

  2. In the Details tab, under Additional Information, click the pencil icon Edit to edit the Rich Text field.
  3. To insert an image, perform one of the following actions:

    • If you want to upload an image from your computer:

      1. Click the image icon .
      2. Select an image from your computer, then click Open.
      3. Your image will appear in the Rich Text field box.

    • If you want to add an image from the Internet:

      1. Click the link icon .

      2. Enter the URL for the image.

      3. Click Save.

3. Configure Microsoft templates

Add images to Microsoft Word, Microsoft Excel, and Microsoft PowerPoint templates. A generated document will take the placeholder and replace it with the image.

Configure Microsoft Word templates

  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.
    • To prevent the image from becoming skewed, the image must be the same size and orientation of the image in Salesforce.
  4. From the Field Tagger in the DocGen Package you're working with, in Main Object, select the object you added the Rich Text field.
  5. Select the Rich Text field that you added to the object. The field will have (Rich text) after the field name.
  6. In Document Type, select Word/PowerPoint.
  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_Rich_text__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.

Configure Microsoft Excel templates

  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. (To prevent the image from becoming skewed, the image must be the same size and orientation of the image in Salesforce.)
  1. From the Field Tagger in the DocGen Package you're working with, in Main Object, select the object you added the Rich Text field.
  2. Select the Rich Text field you added to the object. The field will have (Rich text) after the field name.
  3. 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.)
  1. Copy the tag from the Field Tags section under Tag in the Field Tagger.
  2. In Microsoft Excel, double-click the placeholder image.
  3. Click Selection Pane from the Arrange section.
  4. 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_Rich_text__image>>

  5. 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.

Configure Microsoft PowerPoint templates

  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. (To prevent the image from becoming skewed, the image must be the same size and orientation of the image in Salesforce.)
  1. From the Field Tagger in the DocGen Package you're working with, in Main Object, select the object you added the Rich Text field.
  2. Select the Rich Text field you added to the object. The field will have (Rich text) after the field name.
  3. 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.)
  1. Copy the tag from the Field Tags section under Tag in the Field Tagger.
  2. In Microsoft PowerPoint, double-click the placeholder image.
  3. Click Selection Pane from the Arrange section.
  4. 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_Rich_text__image>>

  5. 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.

4. Generate documents with images from the record

You can generate documents from a DocGen Package that contains templates with tags for images with Rich Text fields.

  1. Navigate to the App Launcher by selecting the app launcher in the upper left corner, select Nintex DocGen.
  2. Select the DocGen Packages tab.
  3. Select the DocGen Package you want to generate a document with images.
  4. Select the record that contains a Rich Text field in the template.
  5. Select a contact if necessary.
  6. Select Test Download.
  7. Click Run DocGen Package.
  8. Download the output file. The placeholder image will be replaced with the image from the Rich Text field.