Table and Slide Replication

Use Table and Slide Replication to replicate tables and slides using Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. It's necessary to replicate tables and slide 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 tables of data in a document 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 tables in Microsoft Word

To replicate tables within Microsoft Word, you'll need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Table. 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 Table.
  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. Locate the child object's Replicate Table tag.
    • For our example, the tag would be: <<Case_Table_Start>>

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

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

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

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

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

Replicate rows and tables in Microsoft Word

To replicate rows and tables in Microsoft Word, you'll need a list of grandchild records Salesforce says, "A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record." related to your child records so you can use both levels of data. For more information, see Relationships.

In this example, we will be replicating rows and tables of data in a document for each Case number related to the Acme Co. Account, as well as when the account was created.

  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 basic child relationship and a Repeat By option of Row to your Object. Also, ensure there is a relationship between your child object and grandchild object with a Repeat By option of Table.

  3. Open the Field Tagger and locate the grandchild Replicate Row tag.

    For our example, it would be: <<CaseChangeEvent_Start>>

    This tag will prompt Nintex DocGen to create a new row of data for each grandchild record related to the child record. Once the tag is in your template, you can add additional child object tags to your table.

  4. The tagged document below is what we'll use for our Word document.

  5. Upload or replace the Word document to your Salesforce files. For more information, see Manage templates in DocGen Packages.
  6. The Microsoft Word output document is below. As you can see, three tables each containing rows of data that are related to the Acme Co. Account have been added into the document.

Replicate slides in Microsoft PowerPoint

To replicate slides within Microsoft PowerPoint, you'll need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Table. 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 Table.
  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 Table tag.
    • For our example, the tag would be: <<Case_Table_Start>>

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

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

  9. Below is the tagged document we will use for our PowerPoint example. When we run the DocGen Package, you should receive multiple slides with tables of data with the Case information.

  10. Upload or replace the PowerPoint document to your Salesforce files. For more information, see Manage templates in DocGen Packages.
  11. Once generated, three slides of data were inserted into the Microsoft PowerPoint document, like below.

Replicate slides in Microsoft Excel

To replicate tables with Microsoft Excel, you'll need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Table. 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 Table.
  3. Open the Field Tagger in the top right corner.
  4. Select the Excel/PDF Tags option.

  5. Under Relationships, select the child object.

  6. Locate the child object's Replicate Table tag and copy and paste or drag and drop the tags into your Excel document.
    • For example, the tag would be: <<Case_Table_Start>>
  7. Once the tag is placed in your Excel sheet, you can assign other child object tags to the Excel document.

These tags will prompt Nintex DocGen to produce a new table for each child record when you run your DocGen Package.