8 - Nintex Drawloop DocGen™ for Salesforce

This is an open user-forum, giving you the opportunity to submit new ideas and feedback for Nintex Drawloop Document Generation for Salesforce. 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


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  1. Add Dynamic CONTACT as a recipient for Adobe Sign, for Community-Portal signing

    We need to be able to send to Adobe via a CONTACT, not an email.

    With Adobe you can have users sign their documents directly inside the SF-Community Portal. For this to work, we need DocGen to be able to send to a CONTACT in stead of an email.
    Currently one can only select a fixed CONTACT. We'd like this to be extended so that we can use a dynamic contact, from either a Relationship or via a button-parameter. Then enter that contact in the Recipient field with a Tag, just like dynamic name/email recipients.

    W/o this feature, we are…

    18 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  2. When email is sent through generate documents , thread Id in email is getting changed after mail is sent(in inbox). Need fix for this

    When email is sent through generate documents , thread Id in Email is getting changed after mail is sent(in inbox). When users reply to this mail the email wont be attached to existing case in salesforce as the thread ID on case is different than the one in mail..Need fix so that case thread id wont be changed after mail is sent.

    The issue wont happen if the mail is not sent through generate documents

    9 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  3. Edit Email using Document Templates

    Currently when using a DocGen template as an email, we are unable to edit the body of the email when previewing it.

    14 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  4. Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record.

    In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type value is T&M, I would like the only package available to be SOW T&M Cloud. How is this do-able?

    16 votes
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    2 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. adobe sign and doc gen

    It would great to have a more detailed integration between adobe sign and document generation. Right now the two work very seperate, and during a signature piece, there is no ability to modify something being signed unless it is created in the adobe suite.

    19 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  7. Send on behalf of to Adobe Sign

    We need a way to send agreements on behalf of another user. Ideally this could be allowed/dissalowed on the package level, and granted to specific users via permission set.

    3 votes
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    2 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  8. DocGen Form Date Formatting

    DDP Form date fields are currently hard coded to display in US date format (mm/dd/yyyy). We need date fields to show in the date format per our regional settings (ie dd/mm/yyyy for Aus users).

    29 votes
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    3 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  9. Lighting Component - Custom Object Contacts

    The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects.
    We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact look-up on a custom object.

    25 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow Files on DDP where Inclusion Type = Optional to be able to be included on a List in the merged document

    The DDP allows to select document(s) Inclusion Type as Optional, which a user can then select to be included in the document to be merged. However we would like to have also the ability of having these documents marked as optional to "print in a list" in the merged document.
    For example we have 2 endorsements marked as Optional:
    Endorsement 1
    Endorsement 2
    when checked we would like them to be listed on the merged document as i.e.

    INCLUDED ENDORSEMENTS

    Endorsement 1
    Endorsement 2

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Give admins the ability to control fields accessibility on the Send Email page

    We need the ability to customize which fields show on the Email page and their field level security, for example we would like to prevent users from editing the subject or adding emails to the bcc field due to compliance requirements

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to format dates to use st, nd, rd, th after day numbers

    We would like to be able to format dates so that for example you could generate dates like these in a document:

    1st January 2020
    2nd January 2020
    3rd January 2020
    4th January 2020

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. COMPONENTS

    Please check if you can add multiple word functions to your library as it helps editing and formatting text there only(such as color change,bordering,inserting tables,fonts etc). Currently you have very limited functions.

    1 vote
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
  14. Pre-define attachment order in salesforce

    An easy way to set attachment order when generating a package.

    Currently, attachments are ordered by the most recent attachment added to an object. End-users, then must manually re-sort the attachment to the correct order each time to generate a package.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. DocGen and Populating Secure PDFs

    Hi - it would be nice to have a feature that would allow us to populate secured pdfs. We are a financial services company so alot of our PDF forms come from our custodians (TD, Schwab, etc.) in a secured format. In order to populate the form we have to remove the security and form fields and save the file as a plain pdf. Then create a new pdf form and overlay the fields on the plain pdf. These pdfs are constantly updated by the custodians, so this creates a ton of work for our operations department to manage these…

    7 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  16. Field update for multiple records in scheduled report

    Hello,

    We are currently sending out a scheduled report with accounts and missing the possibility to use the field update on the package to update a field on all the records in the report.

    It is configurable but not working and Nintex Support already confirmed that this is not inteded to work.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Remove "Include Signature" checkbox from Nintex Email page

    "Include Signature" checkbox is Auto-selected and visible on Nintex Email VF page. Allow the ability to hide/show this button and configure it to default to false.

    3 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  18. Multiple columns in Forms

    It would be a very nice to feature to be able to fields in columns when using DocGen in Salesforce using the form feature.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Output Filename format for Single or Multi Document Output

    If a package produces a single document the output filename will adhere to the 'Output Filename' field format.

    If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Output Filename' field format.

    Problem arises where you get the output file format convention correct for a single file out but for multiple file it doesnt look right. Alternatively if you structure the output file name format correctly for multiple files it doesnt display the single file as you wish.

    It would be great if you could;


    • Force a…
    6 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Using DocGen need to refresh report in Salesforce

    Hi Team,

    We need an option to refresh report in Salesforce using DocGen packages.

    Note : After report refresh it should not send any report to email recipients.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
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