Migrate DocGen Packages

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.

If you've created DocGen Packages in one Salesforce organization, you can migrate those DocGen Packages to another organization. You can migrate DocGen Packages from both your old sandbox or production environment and retain nearly all DocGen Package settings.

Limitations

  • You can't overwrite a DocGen Package that already exists in the target organization.
  • You can't migrate a DocGen Package to an organization that is on the same Salesforce instance as the organization that's sending the migrated DocGen Package. If both organizations are on the same Salesforce instance, you must first migrate to an organization on a different instance, then migrate to the target organization.

    • Tip: For more information about how to determine your Salesforce instance, see View instance information for your Salesforce organization.

Add button to list view

Add a migrate button to the list view on the DocGen Packages object:

  1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Packages.

  2. From the Force.com Quick Access Menu and select View Object.

  3. In Search Layouts, next to DocGen Packages List View, and click Edit.

  4. Under Available Buttons, click Migrate DocGen Packages, and then click Add.

  5. With Migrate DocGen Packages on the right hand side, click Save.

Choose DocGen Packages to migrate

Choose a DocGen Package that you want to migrate to another organization:

  1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Packages.

  2. Select a list view in the drop-down list or click Go.

  3. Choose the DocGen Packages that you want to migrate, then click Migrate DocGen Packages.

  4. Choose the type of organization for which you want to migrate to.

  5. Type the User Name and Password for the organization to migrate your DocGen Packages.

  6. (Optional) Select Copy DocGen Package Security to transfer your security settings to the new organization.

  7. (Optional) Select Update Component Data to update Component text for Components with the same name in the target organization.

  8. Click Next.

  9. On the Migration Options tab, select the location to store the files in the destination organization and click Migrate.