Row Replication

Use Row Replication to replicate rows using Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. It's necessary to replicate rows when you have 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." that are related to your DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate..

For example, say you want to create multiple rows of data in a table for each Case number related to the Acme Co. Account. Below will show detailed instructions depending on which Microsoft program you are using.

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

Replicate rows in Microsoft Word

To replicate rows within Microsoft Word, you will need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Row. For more information, see Relationships.

  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.
  1. Open the DocGen Package you want to work with.
  2. Confirm there is a child relationship and a Repeat By option of Row.
  3. Open the Field Tagger in the top right corner.

  4. In the Main Object field, select Case.

  5. In the Document Type field, select Word/PowerPoint.
  6. Insert the tags you want to use. Simply copy and paste or drag and drop the tags into your document.
  7. Locate the child object's Replicate Row tag.

    Example: The tag 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. would be: <<Case_Start>>

    This tag will prompt Nintex DocGen to produce a new row of data for each child record related to your DocGen Package main object.

  8. Once the tag is placed in your Word document, you can assign other child object tags to the columns within your table.

  9. The tagged document below is what we'll use for our Word example. When we run the DocGen Package, you should receive multiple rows of data with the Case information.

  10. Upload or replace the Word document to your Salesforce files. For more information, see Manage templates in DocGen Packages.

  11. The Microsoft Word output is below. As you can see, three rows of data that was related to the Acme Co. Account was added into the document.

Replicate rows in Microsoft Excel

To replicate rows within Microsoft Excel, you will need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Row. For more information, see Relationships.

  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.
  1. Open the DocGen Package you want to work with.
  2. Confirm there is a child relationship and a Repeat By option of Row.
  3. Open the Field Tagger in the top right corner.

  4. In the Main Object field, select Case.

  5. In the Document Type field, select Excel/PDF.
  6. Insert the tags you want to use. Simply copy and paste or drag and drop the tags into your document.
  7. Locate the child object's Replicate Row tag.

    Example: The tag 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. would be: Case_Start

    This tag will prompt Nintex DocGen to produce a new row of data for each child record related to your DocGen Package main object.

  8. Once the tag is placed in your Excel document, you can assign other child object tags to the columns within your table.

  9. Optional: Add headers to your Microsoft Excel document. The headers will assign where the child field tags will go in the column. When we run the DocGen Package, you should receive multiple rows of data with the Case information.

  10. Add tags from the field tagger into the columns by copy and pasting or drag and dropping into the Excel document.

  1. Select the Replicate Rows tag from the field tagger, highlight all the columns you would like to be replicated in Microsoft Excel and insert the Start Tag into the Excel range for all the highlighted columns.

  1. Upload or replace the Excel document to your Salesforce files. For more information, see Manage templates in DocGen Packages.
  2. The Microsoft Excel output is below. As you can see, three rows of data that was related to the Acme Co. Account was added into the document.

Replicate rows in Microsoft PowerPoint

To replicate rows within Microsoft PowerPoint, you will need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Row. For more information, see Relationships.

  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.
  1. Open the DocGen Package you want to work with.
  2. Confirm there is a child relationship and a Repeat By option of Row.
  3. Open the Field Tagger in the top right corner.

  4. In the Main Object field, select Case.

  5. In the Document Type field, select Word/PowerPoint.
  6. Insert the tags you want to use. Simply copy and paste or drag and drop the tags into your document.
  7. Locate the child object's Replicate Row tag.

    Example: The tag 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. would be: <<Case_Start>>

    This tag will prompt Nintex DocGen to produce a new row of data for each child record related to your DocGen Package main object.

    Important: If you have two or more rows in your excel template, create two or more rows in your table in your slide in PowerPoint.

    For example, if you have six rows in your data that you want to replicate, you'll want to create six rows or more in your table. Nintex DocGen will create extra slides if you have more data than the rows that are displayed in your table.

  8. Once the tag is placed in your PowerPoint document, you can assign other child object tags to the columns within your table. When a document is generated, the PowerPoint file receives three rows of data.

  9. Upload or replace the PowerPoint document to your Salesforce files. For more information, see Manage templates in DocGen Packages.
  10. Once the document is generated, the rows should fill with data and appear like below.