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KI-44

Fulfillment Generation Fails For .Doc Files

Key/Summary

KI-44 Fulfillment Generation Fails For .Doc Files

Status

Done

Created

11/20/2020

Updated

03/10/2021

Description

After a recent release of Nintex DocGen, document generation fails if files with a .doc extension are included in the fulfillment package. For example, an error occurs when trying to generate a fulfillment package that contains a cover letter that has a .doc extension. This error occurs because Medical Information Cloud incorrectly builds the Dynamic DDP used for fulfillment generation when the source document is a Salesforce file.

Impacted Capabilities

Inquiry Management

Affected Apps

Medical Information Cloud - Classic

Medical Information Cloud - Lightning

Affects Versions

V7, V8, V9

Fix Version

MIC V10

Steps to Reproduce

  1. Mark the checkbox in the "Use Files" field on the Global Setting custom metadata. When checked, Medical Information Cloud Inquiry Management uses Salesforce files instead of attachments to store documents.

  2. Create an Interaction record and a Request record.

  3. Upload a .doc file to the Request record using the Upload button. To upload files, you must have the Customize Response permission.

  4. Create a Fulfillment record.

  5. Click Generate Package on the Fulfillment record. A Nintex error occurs.

Workaround

To bypass this issue, create a Workflow Rule that sets {{loop__ddp_file__c.loop__type2__c = 'content'}} any time it is 'file'. To create the Workflow Rule:

  1. In Setup, navigate to Workflow Rules, and click New.

  2. Select DocGen Package Template in the Object field, and then click Next.

  3. Set the values listed below, and then click Next.

    • Name - DocGen Package Template: Type2

    • Description - Sets Type2 to 'content' to fix DocGen DDP issue

    • Evaluation criteria - created

    • Rule criteria

    • Field - DocGen Package Template: Type2

    • Operator - Equals

    • Value - file

  4. Select New Field Update from the Add Workflow Action dropdown menu.

  5. Set the values listed below, and then click Save.

    • Name - Set Type2 to content

    • Field to Update - DocGen Package Template: Type2

    • Text Options

    • Select Use a formula to set the new value

    • Enter this formula: "content"

  6. Click Activate on the Workflow Rule's detail page.