Tag templates for Connected Data

This topic describes how to tag a template that you can use with Connected Data. Nintex DocGen can connect your data from other sources, such as Salesforce Reports, runtime CSV/Excel files, and Excel files, and merge that data into a template. To merge the data into your template file, such as a Microsoft Word, Microsoft PowerPoint, or a Microsoft Excel file, you'll need to have a tagged template. For more information, see Manage Connected Data in Templates.

See below on how to do the following:

• Tag a template for Salesforce Reports

• Tag a template for Runtime CSV/Excel file

• Tag a template for Named Ranges from Excel Template

Tag a template for Salesforce Reports

Below are the instructions on how to tag a Word, Excel, or PowerPoint template so that Nintex DocGen can connect data from Salesforce Reports into your templates using a DocGen Package.

Tag a Word template

Do the following to tag a Word template to use with Salesforce Reports connected data:

1. Open the Word document, insert a table for row replication, and add tags that will use the range name. Use the tags in the File pane from when you connected your Salesforce Reports data. For more information, see Row Replication.

2. Do one of the following methods to tag a Word template by using a Alias Name that you configured when you connected your Salesforce report :

• Method 1: This method uses the Alias_Start tag (surrounded by angle brackets). This method simply connects data from the Salesforce Report into your Word table as it appears within Salesforce. Your Word table must contain the same number of columns that exist in your Salesforce Report.
• Method 2: This method uses the Alias_Start tag with column range tags. These column range tags merge specific columns from your Salesforce Report into specific columns of your Word table.
  This is the syntax to use for column ranges: (< Range Name> + col) + the Salesforce Report column number.

Example: <<AliasCol1>> is equal to column 1 from the Salesforce Report and <<AliasCol2>> is equal to column 2 from the Salesforce Report. Using column ranges allows you to have fewer columns in your Word table than there are in your Salesforce Report. In our example we will be merging columns 3, 2, 4, and 1 from the Salesforce Reports into columns 1, 2, 3, and 4 from the Word table respectively.

3. Once your Word document is tagged, upload the document in Salesforce. You're ready to connect data to your template. For more information, see Manage Connected Data in Templates.

Tag an Excel template

Since you will specify the Excel Sheet that the Salesforce Report data will be merged into, Nintex DocGen will place the data into your specified Excel Sheet starting in cell A1. The data will also be filled in the Excel Sheet columns and rows appropriately according to your Salesforce Report data.

Tag a PowerPoint template

Do the following to tag a PowerPoint template so that Nintex DocGen can connect data from an Excel file attached to a Salesforce Report, into your templates using a DocGen Package.

1. Open the PowerPoint document, insert a table for row replication, and add the tags that will use the Range Name that was created in your Excel file. Use the tags in the File pane.

   Note that if you have 6 rows in your Excel template, you'll want to create 6 rows or more for your table that you create in PowerPoint. For more information, see Row Replication.

2. Once your PowerPoint document is tagged, upload the document in Salesforce. You're ready to connect data to your template. For more information, see Manage Connected Data in Templates

Tag a template for Runtime CSV/Excel file

Below are the instructions on how to tag a Word or an Excel template so that Nintex DocGen can connect data from a CSV/Excel file from a runtime record report, into your templates using a DocGen Package. Be sure to upload a CSV/Excel file as an attachment to your record in Salesforce.

Tag a Word template

After you upload the CSV/Excel as an attachment to your record in Salesforce, do the following:

1. Open the Word document, insert a table for row replication, and add the start tag The process by which a user performs an explicit action to trigger a DocGen Run. generated from the Tag and End User Label field. that will use the alias name. Use the tags in the File pane. For more information, see Row Replication.
2. Once your Word document is tagged, upload the document in Salesforce. You're ready to connect data to your template. For more information, see Manage Connected Data in Templates.

Tag an Excel template

After you upload the CSV/Excel file as an attachment to your record in Salesforce, do the following:

1. Open the Excel template.

2. For the sheet that you want to be populated with data from your CSV/Excel file, change its name so that it matches the value in the Sheet name for End User field.

Example: If you enter Pizza for sheet name for end user, then your sheet name in the excel template must have a sheet name of Pizza.

You're ready to connect data to your template. For more information, see Manage Connected Data in Templates.

 

Tag a template for Named Ranges from Excel Template

Tag a Word template

Tag for multi-cell Named Range

Do the following to tag a Word template to use with Named Ranges from Excel Template connected data when pulling in data from a multi-cell range. Use a mullti-cell Named Ranges when you want to replicate data from multiple rows and columns from your Excel template.

1. Open the Word document, insert a table for row replication, and add tags that will use the range name. Use the tags in the File pane from when you connected your Excel template. For more information, see Row Replication.

2. Do one of the following methods to tag your Word template by using a Range Name that you configured when you connected your Excel template:

• Method 1: This method uses the start tag The process by which a user performs an explicit action to trigger a DocGen Run. that was generated from the Named Range for Tag field value (surrounded by angle brackets), for example, <<Pizza_Start>>. This method simply connects data from the Excel template into your Word table. Your Word table must contain the same number of columns that exist for the data in your excel template.
• Method 2: This method uses the start tag with column range tags. These column range tags merge specific columns from your Excel template into specific columns of your Word table.
  This is the syntax to use for column ranges: (< Range Name> + col) + the Excel column number.

Example: <<AliasCol1>> is equal to column 1 from the Excel template and <<AliasCol2>> is equal to column 2 from the Excel template. Using column ranges allows you to have fewer columns in your Word table than there are in your Excel template. In our example we will be merging columns 3, 2, 4, and 1 from the Excel template into columns 1, 2, 3, and 4 from the Word table respectively.

3. Once your Word document is tagged, upload the document in Salesforce. You're ready to connect data to your template. For more information, see Manage Connected Data in Templates.

Tag for a single-cell Named Range

Do the following to tag a Word template to use with a single-cell Named Ranges from Excel Template connected data. Use single-cell Named Ranges when you want to pull in data from a single cell in your Excel template.

1. Open the Word document, insert a the tag that will be used for the single-cell Named Range.

2. Remove _Start from the tag that you inserted in step 1. Note that when you use a single-cell Named Range while tagging your documents, you must remove _Start from the tag even though it currently displays as <<SalesTotal_Start>> in the file pane. For example, <<SalesTotal>>.

Tag a PowerPoint template

Tag for multi-cell Named Range

Below are the instructions on how to tag a PowerPoint template so that Nintex DocGen can connect data from an Excel file attached to a Named Range from Excel Template, into your templates using a DocGen Package. Use a mullti-cell Named Ranges when you want to replicate data from multiple rows and columns from your Excel template.

1. Open the PowerPoint document, insert a table for row replication, and add the tags that will use the Range Name that was created in your Excel file. Use the tags in the File pane.

   Note that if you have 6 rows in your Excel template, you'll want to create 6 rows or more for your table that you create in PowerPoint. For more information, see Row Replication.

2. Once your PowerPoint document is tagged, upload the document in Salesforce. You're ready to connect data to your template. For more information, see Manage Connected Data in Templates

Tag for a single-cell Named Range

Do the following to tag a PowerPoint template to use with a single-cell Named Ranges from Excel Template connected data. Use single-cell Named Ranges when you want to pull in data from a single cell in your Excel template.

1. Open the PowerPoint template, insert a the tag that will be used for the single-cell Named Range.

2. Remove _Start from the tag that you inserted in step 1. Note that when you use a single-cell Named Range, you must remove _Start from the tag even though it currently displays as <<SalesTotal_Start>> in the file pane. For example, <<SalesTotal>>.