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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Enhance Lookup Relationships

    As is, the lookup relationship type doesn't have much value. It only works in a single record scenario. Please consider enhancing lookup relationships so that if they're part of a table or row the lookup relationship automatically replicates. This would allow us to tag records to reference the correct lookup record.

    Today, if a lookup relationship is part of a table or row, all tables/rows only reference the first lookup record making them have very little value.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to generate document to upload to SharePoint and also store a copy as attachment at same time ?

    My requirement is to every time when user selects "Office 365" delivery option. A copy of the generated document should also be attached to the record from which the document package was run is Salesforce.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add 'NOT' operator to the Filter

    Add 'NOT' operator to the Filter

    suppose you have a DDP for a generic contract and some DDPs for specific contracts, eg. a generic DDP 'Contract' and a specific DDP 'Contract Florida'.
    With a 'NOT' operator we could add a filter in the DDP for the Florida DDP 'Florida' and in the DDP for all other states we could use 'NOT Florida'

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Implement a form of duplicate check when migrating DDP's across Salesforce environments

    It would be extremely helpful to add some form of duplicate check to the DDP Migration process. This will allow users the ability to make changes to a single environment and push the changes across an organization without having to log in to each environment or worry about duplication of records.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Dynamic Email Content Based On Salesforce Field Values

    Currently when DDPs are configured to send via DocuSign, you can only configure a static email template (with merge fields). If you want to send the same documents with different email content (based on for example a field in Salesforce called 'Product') you currently have to clone the existing DDP and change the email template.

    It would be extremely useful to be able to configure one DDP and have dynamic/conditional paragraphs for each product. For example:

    [IF Account.Product = Handheld Vaccuum Cleaner], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. As this is a small item, please come in and…

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Displaying additional details about Contacts in the Contact Selection

    Currently only the name of the Contact is displayed , we would suggest that along with the name it would really be helpful if additional details related to Contact object(e.g.:contact email ID or Contact type) are displayed in the "Specify the contact to use for the DDP:" section on the 'DDP Powered by Drawloop' page.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Enable the "Pause to Edit" feature for MassLoop.

    The existing "Pause to Edit" functionality would be valuable for use with MassLoop. Our users wish to make final custom wording edits with pre-filled data fields already in place .

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow prioritization of automated DDPs

    When documents are requested via Workflow and Outbound Message, they are queued up on the servers in the order that the messages are sent (FIFO).

    Where some of the requested documents are more time sensitive than others, it would be great to be able to flag to the OB Message so that the server would identify that request as high priority and generate it before the other (not high priority) documents in the queue.

    A possible deliverable could be a second parallel Queue whose documents would always generate before any in the main queue allowing for FIFO on the high…

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to include pulling feed attachments from multiple objects

    When creating a DDP, we need files across multiple objects to be combined and rendered as distinct pages in a consolidated document. This has been confirmed as a known issue.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Drawloop doesn't differentiate between Custom fields and standard field names

    Tried to set up a letter template and I wanted to use the contact's title (e.g. Mr) in the template, however the Drawloop Tag is identical to another Label and it’s therefore pulling back “Dear Monty” instead.

    Label Tag Value

    Salutation / Greeting <<Contact_Salutation>> Dear Monty
    Title <<Contact_Salutation>> Mr

    I’ve spoken to our developers who have said “The standard Salesforce field’s API name is “Contact.Salutation”. Our custom field’s API name is “Contact.Salutationc”. For some reason, the Drawlook field tagger doesn’t distinguish between standard and custom field names; it doesn’t observe the ‘c’ appendix.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Update Existing Content

    I'm currently using 'Salesforce Files' which creates a content record for the DDP. Salesforce supports content versioning making it easy for users to 'attach a new version' however this isn't supported in Drawloop.

    It would be next level, if you could give us options to insert a new file, but if it exists, update the content. This would give us one static URL to the content and make navigating our Notes & Attachments sections much easier!

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. More Flexible Expiration Options for DDPs

    There should be more flexibility in assigning expiration dates to individual DDPs. Right now, you can only specify the number of days until expiration. What if we could choose a specific day of the month the package would expire on? What if we could specify document expiration on the first day of each month or the last day of each month? I think this would be incredibly helpful to a lot of users.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. "Manage MY Cases"

    Please add a Manage My Cases button/link to the Drawloop Admin tab.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Feature Request: Create Relationship from existing Relationships

    Currently, you can create relationships based on the same object by using aliases, but if one is a direct subset of another, you must create it with redundant filters and poll the database for a whole new query. Instead, it would be useful to create relationships based on ones that are already created. This would avoid redundant filters and potentially improve performance.

    Example of current functionality:
    Alias 1: Pull Accounts matching filters A and B from entire database.
    Alias 2: Pull Accounts matching filters A and C from entire database.

    Example of desired functionality:
    Alias 1: Pull Accounts matching filters…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base