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Nintex Drawloop Error: a request was made without prior authorization
Error An error has occurred: a request was made without prior authorization. Please have your administrator reauthorize the document generation app. (AuthInvalid) What is the problem? A system administrators credentials are no longer stored in the DocGen Admin tab for Nintex Drawloop to use in order to run the...
Troubleshooting: Why can my user manually run a Doc Package but not via workflow?
Problem: Your user is able to manually run a Document Package via button click but unable to run a Document Package via workflow (automated document package). Solution: Typically this occurs when there is a permissions issue. Navigate to the Profile for the user(s) experiencing this issue and ensure you...
Automated Document Generation with Nintex Drawloop
Many people would like to automate the document generation process when an action is taken such as a field is updated. This can be done by configuring Nintex Drawloop to use a workflow and outbound message. This is often called at automated DDP. Use the detailed guide below to...
Drawloop Button: Specific error for multiple criteria
Problem: Members of the Sales Team must fill in the Next Step and Campaign fields on an Opportunity in order to generate a Quote document using Nintex Drawloop Document Generation. If the ‘Generate Documents’ button is clicked and one of the fields is blank an error message specifying the...
Drawloop Button: Lock ‘Generate Document’ button until approval is given via an approval process
Problem: You would like Users to generate a document ONLY after the record has gone through an approval process. Solution: After configuring the Salesforce approval process, create a custom button using the sample syntax below:...