Field Tagger

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.

  1. Open a configured DocGen Package.
  2. 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.

Field/Button

 Description
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.

Relationships

Displays the tags for the Relationships that are configured in your DocGen Package.
Defined Data

These sections only display if you have any of the following configured for the DocGen Package:

  • Component Groups*

  • Form Fields*

*Must be configured in the Salesforce Classic experience.

Generic Data

These sections will display on all DocGen Packages:

  • Dates - Tags that specify the date and/or time that a user generates a DocGen Package. Expand the Date section in Field Tagger and specify the type of date and/or time and any optional formats.

    Listed below are the tags with different suffixes you can use for the different date and time formats under the Dates section.

    Now

    Format

    		 Tag
    3/18/1999 5:32 PM* <<Now>>
    3/18/1999 5:32:31 PM* <<Now__a>>
    Thursday, March 18, 1999 5:32 PM* <<Now__b>>
    Thursday, March 18, 1999 5:32:31 PM* <<Now__c>>
    Thursday, March 18, 1999 1:32:31 AM* <<Now__d>>
    5:32 PM* <<Now__e>>
    5:32:31 PM* <<Now__f>>
    1999-03-18T17:32:31 <<Now__g>>
    1999-03-18 17:32:31Z <<Now__h>>

    Today

    Format

    		 Tag
    Month D, YYYY <<Today>>
    M/D/YYYY <<Today__a>>
    M/D/YY <<Today__b>>
    MM/DD/YY <<Today__c>>
    M/D/YYYY* <<Today__d>>
    MM/DD/YYYY <<Today__e>>
    Day, Month D, YYYY <<Today__f>>
    Day, Month DD, YYYY* <<Today__g>>
    D-MMM-YYYY <<Today__h>>
    D-MMM-YY <<Today__i>>
    DD-MMM-YY <<Today__j>>
    D-MMM <<Today__k>>
    MMM-YY <<Today__l>>
    Month DD* <<Today__m>>
    Month-YY <<Today__n>>
    Month YYYY <<Today__o>>
    D/M/YYYY <<Today__p>>
    D/M/YY <<Today__q>>
    DD/MM/YY <<Today__r>>
    DD/MM/YYYY <<Today__s>>
    Month ____, YYYY <<Today__t>>
    Month, YYYY* <<Today__u>>
    MM-DD-YYYY <<Today__v>>
    Month <<Today__w>>
    YYYY/MM/DD <<Today__x>>
    YYYY-MM-DD <<Today__y>>
    DDD MMM D, YYYY <<Today__z>>
    Day <<Today__aa>>
    DDD <<Today__ab>>
    Dth <<Today__ac>>
    MMM <<Today__ad>>
    YY <<Today__ae>>
    M-D-YYYY <<Today__af>>
    M-D-YY <<Today__ag>>
    YYYY <<Today__ah>>
    D <<Today__ai>>
    M <<Today__aj>>
    DD <<Today__ak>>
    MM <<Today__al>>

    Yesterday

    Format

    		 Tag
    Month D, YYYY <<Yesterday>>
    M/D/YYYY <<Yesterday__a>>
    M/D/YY <<Yesterday__b>>
    MM/DD/YY <<Yesterday__c>>
    M/D/YYYY* <<Yesterday__d>>
    MM/DD/YYYY <<Yesterday__e>>
    Day, Month D, YYYY <<Yesterday__f>>
    Day, Month DD, YYYY* <<Yesterday__g>>
    D-MMM-YYYY <<Yesterday__h>>
    D-MMM-YY <<Yesterday__i>>
    DD-MMM-YY <<Yesterday__j>>
    D-MMM <<Yesterday__k>>
    MMM-YY <<Yesterday__l>>
    Month DD* <<Yesterday__m>>
    Month-YY <<Yesterday__n>>
    Month YYYY <<Yesterday__o>>
    D/M/YYYY <<Yesterday__p>>
    D/M/YY <<Yesterday__q>>
    DD/MM/YY <<Yesterday__r>>
    DD/MM/YYYY <<Yesterday__s>>
    Month ____, YYYY <<Yesterday__t>>
    Month, YYYY* <<Yesterday__u>>
    MM-DD-YYYY <<Yesterday__v>>
    Month <<Yesterday__w>>
    YYYY/MM/DD <<Yesterday__x>>
    YYYY-MM-DD <<Yesterday__y>>
    DDD MMM D, YYYY <<Yesterday__z>>
    Day <<Yesterday__aa>>
    DDD <<Yesterday__ab>>
    Dth <<Yesterday__ac>>
    MMM <<Yesterday__ad>>
    YY <<Yesterday__ae>>
    M-D-YYYY <<Yesterday__af>>
    M-D-YY <<Yesterday__ag>>
    YYYY <<Yesterday__ah>>
    D <<Yesterday__ai>>
    M <<Yesterday__aj>>
    DD <<Yesterday__ak>>
    MM <<Yesterday__al>>

  • DocGen Metadata - Tags based on the metadata of a DocGen Package. See DocGen metadata.

  • Organization - Tags based on the fields of the Salesforce org

  • User - Tags based on the user object. At run time, this field is based off the running user's details.
Recipients

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.

  • Nintex eSign

    Note: The tags for Nintex eSign Delivery Option are based on eSign JotBlock information. See the Nintex eSign Delivery Option topic for more details.

  • Adobe Sign - These tags are based on template information.

  • DocuSign**

  • OneSpan Sign**

  • Sertifi **

  • SignNow**

**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.
Lookup Field

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.