The Field Tagger displays tags from your DocGen Package fields to get a dynamic value A stored value that is found on any record field within Salesforce. when the document is generated. Use the Field Tagger to copy tags A prefilled word block that DocGen selects for fields in your DocGen Package. The tag is a placeholder for the value being retrieved from Salesforce and it gets replaced with the relevant information when the document is generated. from fields in your DocGen Package and paste them into your templates A document/file that can be added to a DocGen Package. Data can be filled into the document/file. or DocGen Package fields. The tags are replaced with information from your Salesforce org.
In the Field Tagger, you can add, view, and maintain tags for your DocGen Packages. You can choose a starting object that you want to work with, then insert the field tags into your templates.
Access the Field Tagger
Before you access the Field Tagger to display your tags that you want to use, configure your DocGen Package with the information that you want. To access the field tagger, do the following.
- Open a configured DocGen Package.
- Click Field Tagger in the top-right corner. The Field Tagger panel displays.
Add tags from Relationships
When a Relationship is created for your DocGen Package, you'll be able to find the Relationship tags in the Field Tagger.
Each time you add or delete a Relationship, or if you update an alias or the Repeat By field, the Field Tagger panel will refresh to show your updated tags.
|Refresh||Updates the Field Tagger to display the latest changes made to the current DocGen Package.|
|Pop Out||When clicked, the Field tagger panel detaches from the window of your org.|
|Pop In||This button displays in the Field Tagger panel after it has been popped out. Click Pop In so that it reattaches into the Nintex DocGen interface.|
|Search||A field to type a record and preview the tags that you want to find within the Field Tagger.|
|Word/PowerPoint Tags||Specifies the document type. This option returns Field Tags with angle brackets (<< >>) for a Word or PowerPoint template. Word/PowerPoint Tags is the default view.|
|Excel/PDF Tags||Specifies the document type. This option returns Field Tags without angle brackets when tagging an Excel or PDF file.|
Displays the tags for the Relationships that are configured in your DocGen Package.
These sections only display if you have any of the following configured for the DocGen Package:
*Must be configured in the Salesforce Classic experience.
These sections will display on all DocGen Packages:
This section displays when the delivery options for one of these Signing Apps has been configured. The Field Tags that display are associated with the signing app's records.
**Tags for these signing apps are based on Recipient Objects that are set up on their respective delivery options excluding Nintex eSign and Adobe Sign.
When a DocGen Package has a lookup relationship configured, you can access data and tags on the Lookup Object. In the Field Tagger, the Lookup Field displays under your Lookup Object. For example, if you have an Account from Opportunity, the Lookup field will display under Account from Opportunity. Specify the Lookup Field from the associated Lookup Object. Once that is selected the appropriate tags will update.