What is Project LEDD?
Project LEDD is a secret initiative that the genius team at Nintex has been working on recently. LEDD stands for ‘Lightning Experience DocGen Designer’ and just like the name states, you can now create DocGen Packages using Nintex’s new UI for Salesforce Lightning!
You’ll still be required to configure the same information for your DocGen Package: Data, Documents, and Delivery; and once complete, you will be able to test your DocGen Package. So, what’s different? The entire interface has been updated, verbiage has been changed to be able to better understand what features are available, and some hidden features are now automatically visible. Overall, the DocGen Package creation process should be faster and easier which will allow you to focus on business rather than documents.
Let’s take a look…
DocGen Package Details
Under the Data tab, you will see the same required information as previously: Name, Type, and Starting Object of the DocGen Package. You can also configure which users are able to generate the document under the Visibility section.
Once you’ve entered that basic information you will move down to the Relationship section. Nintex has updated this section to display standard relationships that come out of the box in Salesforce (think Opportunities and Opportunity Products). The best bit, there is now a visual graph of your data model. No more playing connect-the-dots while trying to figure out your relationships!
You can use the same templates, stored in the same location as always.
Rather than clicking a gear, once you upload a template to the DocGen Package you will be presented with different configuration options. Should this template file always be included? Which pages should merge into the generated document? And so on…
When configuring your Delivery method, you’ll now be able to disable ‘Convert Word Fields to Text’. This is particularly useful when troubleshooting IF statement used in Word templates. Insert-Updates are now renamed to ‘Create/Edit Records’ so it is easier for users to understand it’s purpose, and PDF Stamps are coming soon to this UI!
DocGen Package Steps & Test DocGen Package
DocGen Package Steps
As you are building your DocGen Package, you’ll notice the component on the right-hand side guides you to ensure you have configured your Data, Documents, and a Delivery method. As you complete each aspect of the package, these sections will be marked with a green checkbox.
Test DocGen Package
Once you’ve configured all aspects of the DocGen Package, the DocGen Package Steps component will update to the Test DocGen Package component. You can easily test your DocGen Package without leaving the page!
Hands On Tutorial
Note: We recommend using the tutorial below in full-screen mode.
Step 1: The first step is to open the DocGen Packages tab and click New
Step 2: Click Name
Step 3: Type Invoice in Name
Step 4: Click the Starting Object drop-down menu
Step 5: Select Opportunity
Step 6: Click the Type drop-down menu
Step 7: Select Invoice
Step 8: Click Save
Step 9: Click the down arrow on the Visibility section
Step 10: Click Add Visibility
Step 11: Click the Assign Visibility drop-down menu
Step 12: Select Profiles
Step 13: Click Standard User
Step 14: Click Save
Step 15: Click the down arrow on Opportunity under the Relationships from Opportunity section
Step 16: Click Add Child +
Step 17: Click the Object drop-down menu
Step 18: Select Opportunity Product
Step 19: Click the Related By drop-down menu
Step 20: Select Opportunity ID
Step 21: Click the Repeat By drop-down menu
Step 22: Select Row
Step 23: Click Delete Table
Step 24: Click Alias
Step 25: Type test in Alias
Step 26: Click Save
Step 27: Click Documents
Step 28: Click Salesforce Documents
Step 29: Click DocGen Files
Step 30: Select your File
Step 31: Click Select
Step 32: Click Microsoft Excel as Middleware
Step 33: Click Delivery
Step 34: Click Add Delivery Option
Step 35: Click Download
Step 36: Type Download PDF & Word File in Delivery Option Name
Step 37: Click Single PDF
Step 38: Select Single PDF and Same as Original
Step 39: Click Track Changes in Word Doc
Step 40: Click Save
Step 41: Click Irvine World Bank
Step 42: Click Duke Thompson
Step 43: Click Download PDF & Word File
Step 44: Click Run DocGen Package