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. 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 →
  2. 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.

    15 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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.

    6 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    1 vote
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    6 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. Row Replication for Insert-Update Task's Field

    My DocGen Package has an Insert-Update that creates a Task. I'd like that Task's Description field to list data from multiple records related to the main object. Can row replication work for populating Fields, instead of just for templates? Thanks!

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. O365 Admin Approval required in order to reauthroize 3rd party integration with Nintex Doc Gen

    When in Salesforce and trying to authorize the 3rd party integration with our O365/SharePoint instance we are presented with an admin approval required pop up message. Despite our O365 admins approving the request in O365 the same message is repeated if we go back and try to reauthorize the 3rd party integration. We would like Nintex to fix their product to address this issue with therelated to the admin consent workflow introduce by Microsoft

    1 vote
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  13. Search for Reports in Connected Data

    In LEDD, there is no functionality to be able to search for reports for connected data.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow Hyperlinks set as "Text to Display" to be clickable when Pdf Option is Basic

    Hyperlinks set as "Text to Display" are only clickable when the PDF Option is set to Enhanced. The same functionality needs to be available when Pdf Option is Basic.

    Most DDP are set to Pdf Option = Basic in order to keep the final rendered Pdf within the 5mb Salesforce email limit, therefore we need Basic to have the same functionality as Enhanced.

    3 votes
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Accept the record collection variable in the RecordIds variable of component Run Docgen Package

    Mass generation from the flow, requires to create an unnecessary iteration in order to stock ids in text. It's necessary to be able to add a Record Collection variable in the variable input "RecordIds" of the docgen component.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. apikey support for SMTP delivery option

    Cut-off Deadline for implementation is December 09, 2020

    Currently the SMTP delivery option works by entering the username (restricted to be an email address) and password

    Most SMTP email delivery services have moved or are moving to an apikey based approach to integration. SendGrid is disallowing user id/password based authentication on Dec 9, 2020

    Request to support apikey based integration with SMTP email services

    In this for SendGrid, the user name would be “apikey” so the form needs to accept a user name that is not in a email format

    Password needs to be able to support the api key…

    6 votes
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
    Released  ·  Samuel Sysum responded

    Support for non-email based usernames has now been release, you can upgrade to the latest version of Drawloop to continue using SendGrid.

    One note: when configuring your SMTP delivery option, you will see a new “From Email Address” field, you will want to provide an email address that will be displayed to email recipients when sending your emails through SendGrid. Previously we used the email address from your email based credentials as the From Address, now you will need to define this manually.

  17. clone

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

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow font size attribute to be passed to Docusign on Secure Fields

    When creating a Secure Field under a Recipient, we have the ability to specify font family, but not font size. font size is an attribute that is available via the docusign api. I tried to work around it but was unable to because of details I wont go into here.

    1 vote
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  19. I recently downloaded the most current version for DocGen in hopes that it would remove flash from the classic version of salesforce.

    The update removed flash from salesforce lightning only. My company has not migrated to lightning yet and it would be beneficial if flash was removed from the classic version of salesforce as well.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Default Setting should use Salesforce Files

    When installing DocGen new, for the first time. It is configured to use Attachments. Attachments are not supported in Lightning so all new customers must change the setting to be able to actually use DocGen

    6 votes
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    0 comments  ·  Installation  ·  Flag idea as inappropriate…  ·  Admin →
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