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. Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

    Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select the correct contact for email.

    6 votes
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    2 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.
    We would like to request you to add access to the Permission Set Group as well.

    15 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  3. How to select Contact while sending the email for Person Account

    We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Content version sharing type for Community user

    Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user.
    Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields related to that content version (like Name etc)

    3 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pass parameters to Drawloop through a lightning compatible form

    Working with parameters is easy at the DDP level but if an end user wishes to pass through parameters as part of their "query" to create a document, their experience isn't as seamless as what it could be.

    A common method is to create a Salesforce form but this form is presented in the classic interface.

    This request is either to pass parameters directly via the DocGen widget or to work with custom forms using the Lightning interface.

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Opportunity Contact Role to serve as starting object

    Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Port the package migration wizard to Lightning

    We use the Migration wizard to move packages between Salesforce environments - but it is currently only available in Classic. Could this be ported to Lightning please.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Dynamically controlling the Field codes conversion to text

    In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field codes to text. what this does is, it would also remove the hyperlinks, table of contents etc.. it would be nice to have a flag over the field tagger, that could decide whether a respective Field code has to be retained / converted to text...

    4 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on them being compatible with DocGen.

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered PDF

    Request is to implement the ability to specify where the document(s) get merged into the final PDF in the case where you do not want to have it go at the end.

    The most flexible way would be to have the ability to specify an addendum doc id field on an entry of a doc gen…

    20 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Support indents in rich text fields when merged into Word

    On the Salesforce rich text field, if you create text and format using the indent function (either on classic or lightning), when merged into Word the indent of text is not applied in Word.

    Have it so all formatting in the Salesforce rich text field equally gets applied in Word like it does for bold, center, etc.

    16 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Implement DocuSign Email+SMSDelivery

    DocuSign released an option to send a document to a phone, as an SMS message. User can sign on the phone.
    The current DS integration does not support that feature.
    Please consider to implement this DS delivery option.

    7 votes
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  13. Adjust addendum functionality to support Salesforce Files

    Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

    15 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Control Image Size in Word Merge

    When merging images into a Word document there is no way to control the size of the image when the merged image is of an unknown size. The merged image is resized to be the same dimensions as the placeholder image which means that more often than not you end up with an image with the wrong aspect ratio.

    It would be useful if, when merging an image, you can nominate a height or width. DocGen could then resize the image to fit the height/width and preserves the aspect ratio by setting the relevant width/height.

    12 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Lookup Relationship from Child Object

    When converting over to the Lightning experience, the ability to form lookup relationships from child relationship disappeared. For our organization, this was a commonly used pathway to relationships. It would be helpful to have it return.

    9 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow for user authentication with High Assurance in Saleforce.

    Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.

    4 votes
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    2 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  17. clone

    Have the Clone button visible in Lightning on Doc Gen Packages.

    5 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow multi-factor authentication in the OneSpan integration

    Allowing for specification of a contact and cell phone number for SMS authentication would greatly enhance the integration with OneSpan.

    1 vote
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  19. Salesforce Mobile Preview and Edit for Docusign

    The salesforce mobile app should be able to replicate all sending options for docusign, and should allow for preview and edit send options for docusign.

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to set metadata on generated file

    It would be very beneficial to be able to set some metadata for example, Document Status = Draft when a new document is generated. This is on the ContentDelivery object.

    So when the object sets the Status to Approved, and generates a new file, then the metadata should be updated to reflect the Document Status as Approved.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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