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Workspace Documents
Created by Robert E
Created on Jan 6, 2026

Support Salesforce Reports when triggering via action links

We use a custom link to trigger a number of Nintex DocGen packages to a specific account.

We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message.

It would be great if we could use links to trigger a package with a report data source, or if not, that this limitation be more clearly identified in the error message and documentation.

Thank you!

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