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. Time field on DDP should have helptext indicating it's the user's local time, even though it may have been created in another time zone

    User A is in PST, creates a DDP to run at 8am. DDP runs at 8am PST.
    User B is IST (~12 hour difference), saves DDP, deactivates, reactivates while not touching the TIme field. DDP then goes out at 8am IST, which is about 8pm the previous day.
    User A still sees 8am for the Time field

    There needs to be some help text on the Time field that describes this behavior, as the rest of SFDC doesnt work this way. Perhaps save and display the TIme Zone when editing a DDP?

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Suppress contact selection for Document Package

    Many of our Document Packages do not have a need for contact selection. It would be great if we could set the Document Package up so that the user is never prompted to select a contact (particularly in the lightning component).

    42 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add an option to add additional recipients in the “DDP Powered by Drawloop” page in Salesforce

    Add an option to add additional recipients in the “DDP Powered by Drawloop” page in Salesforce so that the user can select an additional contact as a recipient or a cc.

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make the field tagger work with a linked account

    We have a custom object which is linked to another custom object, which is then either linked to a contact or an account. When I use the field tagger search function to find an instance of the custom object that is attached to a contact then the field tagger displays the values of the fields for that contact. When I use an object that is attached to an account it doesn't display those fields. I was told that this isn't a bug, but I should submit a suggestion, so here it is!

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Adobe Sign Delivery option: Ability to set 'Days till Signing Expires' field dynamically

    Currently the 'Days till Signing Expires' field on the Adobe Sign Delivery option accepts only numerical values which are constants. It should be possible to use the field tagger to reference any field as a value for the same which will allow the users to have dynamic Expiry dates defined for the echosign agreements.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional attachments from Salesforce Documents.

    90 votes
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    6 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Multiple Conditions with 'contains' logic to include a file in the DDP

    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these multiple data field and value pair with AND/OR conditions which is currently not supported.

    83 votes
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    Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Table replication with page break

    In case of table replications, sometimes it is required to start the new table on a next page rather then continuing just after the end of previous table. This makes the content cleaner and more presentable on the final output document. This should be made possible via an optional configuration.

    58 votes
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    Under Review  ·  2 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Dedupe the Mass Recipient Report list

    I would like the ability to create a Scheduled Report DDP that can send out one copy of the report to anyone listed on the report, for example the Opportunity Owner. Today a Scheduled Report can send to anyone listed in the report however if they are listed more than once they will receive the Scheduled Report DDP more than once which is not a good end user experience.

    30 votes
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    14 votes
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    Under Review  ·  1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to place attachment between DDP templates

    My DDP has 10 template documents. I want to include an attachment from the record but it should appear in between the template documents rather than at the end of the generate document.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Visibility On Who "Activates/Deactivates" or "Tests" Report/Scheduled DDP's

    It would be nice to see who clicks on the "Test" button or who last "Activates" a Report DDP. At some random times, my Report DDP will send out when it is not activated, which means someone is clicking the "Test" button on it. It would be nice to track who is doing this.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Limit automatic attachment from parent records

    When you include attachments in your DDP, for default relationships, the DDP will find attachments related to the record the DDP runs on, as well as it's parent record.
    E.g. when running a DDP on Opportunity, attachments form the Opportunity AND it's parent Account will be available.
    I need to be able to exclude the Account level attachments from the selection list so that the Users do not see them when running an Opportunity level DDP

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow Form Steps to apply only to specific delivery Options

    When adding Insert Updates, you are able to select whether the update should take place for all or only specific delivery options.
    Similarly, I'd like to be able to specify Form Steps so that they are used for only specific delivery options.
    For example, if I'm prompting the user for information that is necessary for sending via email, I don;t need to capture that when sending the document directly to storage

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Set Mass Report recipients based ona text field in the Mass Recipient Report (comma separated emails).

    Right now the mass recipient report in a scheduled report can only go to a single contact/user/lead per line of the mass recipient report. Instead, I'd like to merge a column from the mass recipient report which consists of a list of emails, maybe into the Additional To: or CC: field, like you can do with Dynamic Addresses & the field tagger in the regular DDP.

    Without this, to send a single report to emails stored on our 180 chapters (custom objects), I either need to maintain 180 distribution lists and create contact records for them, or maintain 180 Scheduled…

    9 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Feature Request to get an External ID on the DDP Object

    In order for us to handle dynamic DDP better, we need an External ID on the Drawloop DDP object. We have encountered issues while deploying fields to a managed package object.

    1 vote
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Date tag formatted to German format (e.g. 31.12.2016) and similar German formats.

    Currently the German format for date tags is not supported. It would be really good to have that available to better generate documents for German (and other European) users / clients.

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Date tag formatted to only bring in the month and day in ## formatting

    The field tagger allows you to format the year as ## (09) but is missing the individual month (01) and day (02) tags.

    Example use case: wanting to format the date as 02.01.09 or 02 January 2009 in the generated template

    9 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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