This topic describes how to access the Basic Buttons and Button Wizard pages. Both tools do similar tasks, but the Basic Buttons page streamlines getting single-record buttons onto page layouts.
Access Basic Buttons
Add single-record buttons to page layouts on standard or custom objects. Users that click the button see the default Classic Experience.
To access Basic Buttons
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.
Tip: You can also select this from Lightning with the
App Launcher. -
On DocGen Admin, click Add Basic Buttons.
Access the Button Wizard
Create single-record or Mass DocGen Package elements (buttons, links, or tabs). You can customize the Classic Experience users see when they run the button.
To access the Button Wizard
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.
Tip: You can also select this from Lightning with the
App Launcher. -
On DocGen Admin, click Create Advanced Buttons.