8 - Nintex DocGen™ for Salesforce (formerly Drawloop)

This is an open user-forum, giving you the opportunity to submit new ideas and feedback for Nintex Document Generation for Salesforce (formerly Drawloop). It gives us direct user insight on our product, existing features, and may even influence future product releases. Your feedback is highly valued!

- The Nintex Team

How can we improve Nintex DocGen for Salesforce (formerly Drawloop)

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  1. Create ability to run Insert-Updates and compile documents in an order selected by the author.

    I have a case where I need to:
    1. Compile a document
    2. Create a case object
    3. Compile a final document with a link to the case that was created.

    This is not possible today because the system automatically compiles both documents first and then creates the case. So the final document that should link to the case that was created instead links to the last case that was created on an account. Please update Drawloop to allow us to set the order that items are compiled.

    3 votes
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      0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
    • Apply validation rules to document generation

      We would like to be able to set up validation rules within the Nintex solution so that Users are prompted to complete data correctly before being able to generate the document output. For example, a User needs to ensure that the Billing Country has a value before they can generate an invoice. Using the Nintex component, we would like the application to display an validation message on selection of the template/package so that the User can complete the record information.

      3 votes
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        0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
      • Improve/Customise Error messages

        Currently the error messages are user unfriendly and full of unhelpful jargon. It would be a great improvement to translate the error messages into lament terms so Admins and Users can benefit alike.

        2 votes
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          0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
        • Create ability to auto-open drawloop generated documents in browser (no longer require users to click on the rendered document)

          Create ability to auto-open drawloop generated documents in browser (no longer require users to click on the rendered document).

          Our users would like to interface with the drawloop created document less as a separate document and moreso as an integrated part of salesforce. They primarily use an Ipad to interface with SFDC. The render, click to download files, then opening the files seems a bit choppy.
          Would like to propose an option to, once rendered, immediately open the file in browser

          3 votes
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            0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
          • Add a feature to the DDP configuration to filter the Contacts that appear in the Contact selection list at document generation.

            Add a feature to the DDP configuration to filter the Contacts that appear in the Contact selection list at document generation. Filter by fields on the Contact or Account Contact Relationship records.

            7 votes
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              0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow users to run a DocGen Package with only an attachment (i.e. no file required on DDP)

              I'd like to be a ble to send a DDP with just an attachment from a Salesforce Record and without any 'base' file that currently is required on every DDP. A workaround, is that the required file on the DDP can become a 'coverpage' of sorts... but we'd like to omit that page all together in some cases.

              6 votes
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                0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
              • Insert Update for DocGen Package Outbound Message Error

                When DocGen packages that were initiated by an Outbound Message fail to process, the only indication that there was a failure is an email that is sent to the User that the OB Message sends as, or in the event that the Drawloop Next formula field failed to specify a DocGen Package, no indication is provided and it will only be found by navigating to the document Queue.

                It would be very helpful to update the failed record itself when there was an error.
                This would allow us to leverage standard Salesforce reports and dashboards to monitor any automated processes…

                3 votes
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                  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                • No required object permissions to run DocGen.

                  Do not require access to the contact object (or any standard SF object) to allow DocGen to run.

                  We have been happily using DocGen/Drawloop for over a year and never had any issues until the most recent upgrade. Now we have been forced into granting permissions that we didn't want to give to allow employees the ability to continue to use DocGen as they have always been able to. Not all templates are going to require a contact record, so why do you need to force allow access to this object across the board?

                  3 votes
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                    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
                  • Translation of Pop up Screen without creating VisualForce Page

                    The App layout (Pop up screen) when the user want to create a Document the Drawloop question do appear standard always in the English language.
                    In multiple Language companies this is not wished and also this questions should be showed in their own language.
                    It would be fine this questions could be translated by Translation WorkBench from Salesforce like you can do with fields etc.

                    The answer from Nintex = The Visualforce page from the screenshot cannot be currently translated. A workaround is to create your own Visualforce page or to automate the button so that the Document package, Contact…

                    3 votes
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                      0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create the ability to utilise DocuSign payments functionality via Drawloop

                      We currently use Drawloop to generate our documents and then submit them to Docusign for electronic signature. DocuSign now allow payments to be made when signing too, however we cannot utilise this function at present as you have not completed any testing with DocuSign Payments at this time. It would be good if you could please complete your testing so we can utilise this valuable payment tool when we issue orders to our customers

                      1 vote
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                        0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                      • Stetting default values on forms

                        In form steps,when setting default values that are pulled from related objects the drop down displays a limited number of fields. Not to worry, you can filter for the field(s) you are looking for but when you do this, then save your form, the chosen values are not retained. When viewing the form steps you do see the values you selected but if you need to open the form for editing then the values are lost. You have to reset everything before saving again. Attached is what I got from Nintex support regarding this.

                        2 votes
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                          0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                        • When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

                          We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical business report within a multi-million dollar, two year project which is scheduled to go live in Jan 2018. Please place this request on high priority, thank you!

                          21 votes
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                            Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                          • dynamically include templates

                            Add multiple filter criteria to dynamically include template files to Salesforce-DDP application for document generation.
                            Currently, only a single criteria for fetching the templates during RunDDP is available. It will be really useful when multiple criteria can be set up for template selection. This feature can reduce multiple document creation for the same object and process flow.

                            16 votes
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                              Open for voting  ·  0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
                            • Ability to create a DDP on an external object

                              Currently, DocGen cannot pull data directly from an external object (i.e., odata) and would require additional steps to do this. Also there is no documentation on the additional steps.

                              Would you consider providing a documentation on the additional steps and developing this feature?

                              Thanks.

                              1 vote
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                                0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                              • doc queue buttons not working in Lightning

                                None of the doc queue buttons work in Salesforce Lightning. All the Doc Queue buttons like the Download1PDF and few other custom buttons created using the button wizard still using the One Click Java script which is not at all an option in the Lightning. These need to be changed to support in Lightning.

                                13 votes
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                                  0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                • Use Files instead of Documents

                                  Files offers features like previews and version control, while Documents does not. I suggest switching so that we can take advantage of such features.

                                  10 votes
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                                    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Discontinue use of Flash in template organizer

                                    Flash Player is fraught with security risks, and not everyone has it enabled in their browser. Please move to some other kind of template management component.

                                    7 votes
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                                      0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Get DDP name in Field Tagger

                                      To keep the number of different file templates we use to a minimum, we often reuse the same template on different DDPs. It would be helpful to be able to get the DDP name in the field tagger, so we can add the DDP name to a template and identify which DDP created the file.

                                      3 votes
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                                        0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Email Delivery landing page should be lightning instead of classic

                                        The lightning version of app automatically switch to classic version when generating document with Email delivery option.

                                        1 vote
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                                          0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Font Embeddability level "Embeddable" to be able to convert the document into PDF.

                                          Hello,

                                          I was prompt to come here to address my issue. Initially when downloading chair contracts in sales force, when the contract was generated it would come up as the Mueso Sans Regular Font. For some unknown reason, when downloading contracts now it comes up as some other font. Need to get the original Mueso Sans Regular Font back. Contacted Sales force after weeks of investigating the cause of the issue, I was told that 'Our product team reviewed the issue and found that that it seems to be related to the Font Embeddability. This specific font does not allow…

                                          1 vote
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                                            0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
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                                          8 - Nintex DocGen™ for Salesforce (formerly Drawloop)

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