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. 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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  2. 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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  3. 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
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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  5. Add ability to drag & drop multiple documents for upload

    We generate multiple documents and would like the option to upload all at once (drag & drop) instead of uploading one by one. This would significantly reduce work flow time.

    1 vote
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  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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  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
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  8. 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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  9. 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
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  10. 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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  11. Need integration with new Excel Array functions

    Excel has new array functions such as UNIQUE and FILTER. While these are currently in beta, they are available through the Insider program. Microsoft has not given a date for the release of this new functionality, but why wait. It would be great if Drawloop can incorporate these in sooner rather than later.

    1 vote
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. Have the ability to upload audio

    I would like to be able to upload audio as a source, we recorded audio negotiations for reference and cannot upload them.

    1 vote
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  14. 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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  15. "Manage MY Cases"

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

    1 vote
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  16. 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
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  17. Ability to Bullet Lists in Components/Component Groups

    We often use Bullets in our formatting and other HTML type improvements for our emails and letter templates. We are somewhat limited when using Component and Component Groups due to these restrictions.

    Line spacing is also not as ideal as preferred.

    1 vote
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  18. 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
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  19. Field Tagger option to display tags in ALL CAPS.

    Would like the ability to have the field tagger display tags in ALL CAPS for insurance/financial use cases where the generated document should have applicants info in ALL CAPS. Currently have to go into Fonts and set ALL CAPS on tags.

    1 vote
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  20. Use Files instead of Documents

    Files offers features like previews and version control, while Documents does not. I suggest switching so that we can take advantage of such features.

    0 votes
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