Problem with SOQL Query relationship

Issue

You run a DocGen Package and see this message:

There is a problem with one or more document package Relationships. (MetadataInvalid)

Cause

You could get this message if there is a problem with a SOQL Query relationship in your DocGen Package. Typically these type issues involve a problem with Field Level Security or the query has a tag that produces a value that causes a problem. For example, the query might require access to a field that the user running the DocGen Package doesn't have permission to access. Or the query might be set up to compare a date field with a value produced by a tag, but the record that supplies the data for the tag contributes a value that is not a date.

Resolution

Troubleshoot any SOQL Query relationships on the DocGen Package.

  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 that generated the error, note any Salesforce fields to which the query requires access, then verify access to those fields.

    2. For more information, see Verify Access for a Particular Field.

  1. Evaluate any tags in the query.
  • Using the record that generated the error, look at the values that any tag produces. Does it seem like an appropriate value for where it appears in the query? If not, can you change the values on the record? Alternatively, you may have to reevaluate the SOQL statement to use some other tag.

Tip: In Field tagger, it may be possible to use Lookup Account to load the record that produced the error.