Working with the component editor

Available only with Enterprise Edition

Use the component editor to create individual components for your organization. Add field tags and rich text to the body of a component, including links, lists and typographical emphasis (like bold, italic, and underline).

Component editor visual reference

Number

Element

Description

1 Component Name (Required) Specifies the name of the component. This name does not appear in output documents.
2 Toolbar

Specifies all the tools available for working in this rich text field.

  • Undo the last action.

  • Redo the last action.

  • Bold selected text.

  • Italicize selected text.

  • Underline selected text.

  • Strikethrough selected text.

  • Create numbered list.

    Tip: As a best practice, you should only add lists in the component or in the template, but not in both.

  • Create bulleted list.

    Tip: As a best practice, you should only add lists in the component or in the template, but not in both.

  • Indent selected text.

  • Outdent selected text.

  • Add link

  • Remove link

  • Create an anchor tag

3

Field Tagger

Opens an instance of Field Tagger with all the tags available for this component.

4

CancelCreate | Done

  • Cancel closes the editor, discarding unsaved work.

  • Create creates a component and adds it to the Selected list in component group editor.

  • Done closes the editor. The app preserves work in progress (in the current component group editor session), but does not save. To save your work, click Save or Quick Save in the component group editor.

Working with components

Create or edit components from the component group editor or the DocGen Components object.

To create or edit a component from the component group editor

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

    Tip: You can also select this from Lightning with the App Launcher.

  2. Open a DocGen Package.

  3. From the Component Groups related list, take one of the following actions:

    • Click New Component Group.

    • Click the name of a component group.

  4. From the component group editor, take one of the following actions: 

    • To create a new component, click New.

    • To edit a component, drag it into the selected list, then click the gear.

To create or edit a component from the DocGen Components object

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

    Tip: You can also select this from Lightning with the App Launcher.

  2. Click All Tabs.

  3. Click DocGen Components.

  4. From DocGen Components, Take one of the following actions: 

    • To create a component, click New .

    • To edit a component, click Component Name and then click Edit.

Working with lists and Component Library

You can create lists in components and in Component Library templates. However, you should only do lists in components or lists in templates, not both for the same DocGen Package.

You can't add a tag to a list in a component if that tag contains a list.

So, for example, this type of tag in a list isn't supported: 

But components do support tags that don't produce lists in lists: 

Related information

Working with the component group editor

Quick start

Component Library