Migrate DocGen Packages

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 the Migrate DocGen Packages button to the DocGen Packages list view

  1. Navigate to Salesforce Setup.

  2. Search for Object Manager in the Quick Find box.

  3. Under Object Manager, select DocGen Package.

  4. Under Details, click List View Button Layout.

  5. Click Edit for the list view.

  6. Under Custom Buttons, from Available Buttons, click Migrate DocGen Packages and click Add.

  7. Click Save.

Migrate a DocGen Package

  1. Navigate to the App Launcher and select Nintex DocGen.

  2. Select the DocGen Packages tab.

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

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

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

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

  7. Select the DocGen Package to migrate.

  8. Click Next.

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

  10. Check the migration status under the Migrate DocGen Packages tab.

Add button to list view

Note: The instructions below apply to the Salesforce Classic experience.

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.