Replication

Nintex DocGen has the capability to replicate rows, tables, or both for your Salesforce child A relationship between two objects established by a lookup or a master-detail field. relationships Salesforce says, "A connection between two objects, used to create related lists in page layouts and detail levels in reports." inside of Microsoft Word, Microsoft Excel, and Microsoft PowerPoint documents. In order to do this, you will need a child relationship and a replication tag. Using the Field Tagger A tool that displays tags for your template based on the object you're working with and easily inserts the field tags into your templates for your DocGen Package., you can add 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. to rows and tables within your templates A document/file that can be added to a DocGen Package. Data can be filled into the document/file.. Nintex DocGen will use these tags and automatically replicate where necessary.

Note: For information on copy types and copy type limitations, refer to the Relationships topic.

There are different compatibilities depending on which Microsoft program you are using. For more information, see one of the topics below: