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Default Dynamic Document Packages

DocGen Dynamic Document Packages contain the configuration and templates that tell Nintex DocGen how to generate documents in your Salesforce.com environment. Medical Information Cloud Inquiry Management uses Dynamic Document Packages to generate Fulfillment Packages and create Snapshots of Medical Information Cloud Inquiry Management records. In addition, Dynamic Document Packages make these Medical Information Cloud Inquiry Management buttons work: Generate Package, Generate Snapshot, and Send to Safety.

Special considerations

Keep these considerations in mind when generating PDFs with Nintex DocGen:

  • File types that can be converted to PDF include:

    • Microsoft Word (.doc, .docx)

    • Microsoft Excel (.xls, .xlsx, .xlsm)

    • Microsoft PowerPoint (.ppt, .pptx)

    • PDF

    • Plain Text (.txt)

    • CSV

  • If a generated PDF has font issues, embed the fonts in the Microsoft document(s), and generate the PDF again.

Load Dynamic Document Packages

You can either use the Medical Information Cloud Inquiry Management default Dynamic Document Packages or create your own Dynamic Document Packages, which must include specific tags.

To load the Medical Information Cloud Inquiry Management default Dynamic Document Packages into your Salesforce environments:

  1. Run the following code via Execute Anonymous in a developer sandbox. Visit Salesforce's documentation.

    {
    {
        // default values to integrate nintex
        new MED_DataLoader(new List<String>{
            'LoadDddpDocuments',
            'LoadDDPs',
            'LoadDdpDeliveryOptions',
            'LoadDdpRelatedObjects',
            'LoadDdpFiles',
            'LoadDdpInsertUpdate'
        });
    }
}

  2. (Optional) Make any changes that you would like to the Dynamic Document Packages.

  3. Migrate the changes to your test and production environments as part of your customizations deployment/release.

A third-party service that Medical Information Cloud Inquiry Management uses to generate documents, such as snapshots and Fulfillment Packages in your Salesforce environment.