Section Replication

Use Section Replication to repeat sections of data in a Microsoft Word document, with each section populated with unique data from related records. For example, you can create a document that displays different sections of employee information for each case related to an account.

Note: This workflow requires the user to alternate between DocGen for Salesforce and Microsoft Word. Section Replication is only available in Microsoft Word and using the Microsoft Windows operating system. Section Replication cannot be created on iOS. However, users on iOS can still run packages that are using Section Replication in the document template.

Before you begin, you will need a DocGen Package with a basic child relationship with the Repeat By option set to Section. If you do not have one, see Set up relationships in DocGen Packages to add the relationship.

To replicate rows within Microsoft Word:

1. Navigate to the App Launcher by selecting and select Nintex DocGen.
2. Select the DocGen Packages tab.

3. Open the DocGen Package you want to work with.
4. Open the Field Tagger.
5. Click Word/PowerPoint Tags.

6. Under Relationships, expand the relationship you want to copy tags from. For example, expand Contacts to see all tags related to the Contacts object

7. Locate the Replicate Section tag and click Copy. You will need this for later.
8. Navigate to the Microsoft Word document and ensure the Developer tab is visible in the ribbon. For more information, see Show the developer tab.
9. Select the Developer tab.
10. In the Controls section, insert an Add a Rich Text Content Control to your document. A text box is inserted into your Word document.



11. In this example, we want to use a table to replicate the section. In the text box created from the previous step, insert a table.
12. In the table, paste the Replicate Section tag you copied earlier, followed by the information you want to use with their corresponding tags.
    • For this example, start with the Replicate Section 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. : <<Case_Table_Start>>. Then, include the tags from the field tagger along with basic employee information tags and the case number tag.

    

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

13. In the Word document, click Rich Text Content Control to highlight all the fields.
14. From the Controls section, select Properties.
15. In the Content Control Properties window, insert the Replicate Section tag into the Tag field. Do not include the angled bracket. For example, Case_Table_Start.
16. Click OK.
17. Upload or replace the Word document in your Salesforce files. For more information, see Manage templates in DocGen Packages.

18. When the document is generated, the output should look like the screenshot below. Each table contains data related to the account and has been automatically replicated based on the tags set in the template.