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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Use Excel as Middleware to export to Excel or CSV file
It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv
3 votes -
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.
3 votesThis idea is open for voting. Please share your thoughts with us. Thanks!
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Build API into Drawloop that can be called by using apex only
It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either.
So the API would just pass the id of the document template, and the data to be mapped to it, perhaps in a map or json structure where you could have a matchup like this:
"<<field1>>" : "Fred"
"<<Filed2>>" : "Smith"
etcSo that given an document template, the data to go on it and the field tags could be sent via the apex API without requiring involvement from a Salesforce object or needing…
1 voteThis is an interesting suggestion! Can you tell us more about how you would use this?
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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 votesThank you! We appreciate your feedback.
We are reopening this idea for voting so we can consider this idea more fully.
Please do share any additional thoughts you have. Thanks!
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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 votesWe are reopening this for voting to gather more information about this. If you've voted for this, can you share a little more about how you would use this? If not, please share with other users you think would like to vote for this feature.
Thanks!
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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 votesThank you! We appreciate your feedback.
We are reopening this idea for voting so we can consider this idea more fully.
Please do share any additional thoughts you have. Thanks!
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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 voteWe are currently evaluating this for inclusion in our next development cycle. Please share with us how this would improve your experience, and pass this on to other users who might like to vote and comment. Thanks!
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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 -
condition templates based
Condition Templates to be picked based on whether if Table returns any rows or not!
3 votes -
Enable "Delete Container if Empty" for PowerPoint
Currently, Delete Container if Empty" works for MS Word, but not for PowerPoint. It would be great to enable that feature for PPT as well since we use this function a lot for generating documents.
1 vote -
Option on Mass DocGen to Merge All Output
While Mass DocGen from a report allows us to create a large number of documents at once, printing these efficiently involves a lot of babysitting.
Say you generate 2,000 documents that need to be printed and mailed. Your documents are output into the DocGen Queue. Because Lightning list views only allow the selection of 200 items, you have to repeat this process ten times:
1. Scroll DocGen Queue list view down to expose 200 or more records.
2. Select 200 records.
3. Click Download 1 PDF button to merge them into a single PDF.
4. Wait 5-6 minutes for the…15 votesWe are evaluating this for our next round of development. Please share any information with us that can help us improve your experience!
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Ability to format dates to use st, nd, rd, th after day numbers
We would like to be able to format dates so that for example you could generate dates like these in a document:
1st January 2020
2nd January 2020
3rd January 2020
4th January 20203 votes -
Using DocGen need to refresh report in Salesforce
Hi Team,
We need an option to refresh report in Salesforce using DocGen packages.
Note : After report refresh it should not send any report to email recipients.
3 votes -
Send email notification when delivery via FTP or SFTP
Add ability to send an email notification when delivering a document by FTP or SFTP. The email notification should not contain the document attached. This should be fore manual DDPs and for automated/scheduled DDPs
3 votes -
Get DDP name in Field Tagger
To keep the number of different file templates we use to a minimum, we often reuse the same template on different DDPs. It would be helpful to be able to get the DDP name in the field tagger, so we can add the DDP name to a template and identify which DDP created the file.
6 votes -
Allow Addition of Metadata & Extraction of Doc ID
We use Document Generation in SharePoint to turn submitted forms into DOCX & PDFs. Works well. What I'd like to be able to do is associate metadata to my newly generated document in the same step - AND/OR - get the ID of the newly generated document upon it's generation, so I don't have to go back and query for something I've just created and add a pause.
23 votes -
Use translation workbench values for merge documents in multiple languages
Currently the field tags for merge documents pull the information from picklist fields directly from the list of available values in the field definition. This is problematic in an work environment where multiple languages are used for the merge documents as the merged values appear only in the one language used to define the picklist values. It is also problematic when tagging picklist fields that are populated by an external (3rd) system. At such integrations, the picklist values of a field usually contain some "abbreviations" instead of the real value. The real value of the field is displayed using translation…
74 votes -
Perform direct download to computer without extra clicks
When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF.
Can we get Drawloop to download directly, as Conga does?
34 votes -
Allow tags in option document names.
Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included in the title would be helpful for storage purposes.
24 votes -
Preview document in browser
Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to move further and send it for signature.
5 votes
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