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. 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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    Open for voting  ·  0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  2. We converted to Files from Notes and Attachments and would like the ability to have files show up first in the Attachments list for DocGen

    We converted to Files in Salesforce from Notes and Attachments and would like the ability to have files show up first in the Attachments list for the DocGen Package run.

    We have a lot of records existing with Note and Attachments, since we are attaching files under Files when you go to loop a DocGen package the files show at the bottom on the list of attachments instead of showing by newest to oldest. In addition, the file order does not order from newest to oldest when it appears

    Could you please either create a related area under for Files…

    5 votes
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    1 comment  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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 →

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    We are reopening this for voting so that we can gather more information. 


    Can you please share with us how this would improve your experience? 


    Please also pass this on to other users who might like to vote and comment. Thanks!

  4. 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 →

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  5. 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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    Open for voting  ·  0 comments  ·  Installation  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Allow for Versioned Document Generation in Salesforce

    Salesforce Files (ConventVersion) out of the box supports the ability to upload multiple versions of the same document such that the end user in Salesforce only see the current version of the document.

    It would be a useful feature if DocGen when generating the same document more than once would upload subsequent documents as additioinal versions of the initial document instead of creating a new document on each generation.

    Our use case is that we use docGen for sending quotes to our customers. We typically go through multiple iterations of a quote with a customer. Each time we send a…

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Deliver to Google Docs

    We would like to deliver documents straight to Google Docs

    10 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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    Thank you for this feedback!


    We are reopening voting on this so that we can gather more information about document delivery preferences. Please add any additional thoughts to this thread. We'd be happy to hear more about this.

  8. Admin should be able to configure the visibility of packages upfront on Lightning component

    On the lightning record page ,using Lightning Doc gen component ,we need to control the visibility of the packages available for user to pick as by default all available packages shows up on the component by default,at least we want to disable based on some filter such that user may not pick up the wrong one.
    It seems we can restrict the generation of document using condition filter but not control visibility of the package on lightning component upfront

    9 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Support TEXTJOIN function in Excel as Middleware

    Support the TEXTJOIN function in Excel so writing formulas is less work. Make work less work....?

    Formula using TEXTJOIN:
    =TEXTJOIN(“, “,TRUE,I17:I26)

    Formula without TEXTJOIN: =IF(L17=“”,“”,L17)&IF(L18=“”,“”,CONCATENATE(“, “&L18))&IF(L19=“”,“”,CONCATENATE(“, “&L19))&IF(L20=“”,“”,CONCATENATE(“, “&L20))&IF(L21=“”,“”,CONCATENATE(“, “&L21))&IF(L22=“”,“”,CONCATENATE(“, “&L22))&IF(L23=“”,“”,CONCATENATE(“, “&L23))&IF(L24=“”,“”,CONCATENATE(“, “&L24))&IF(L25=“”,“”,CONCATENATE(“, “&L25))

    6 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    7 votes
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record.

    In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type value is T&M, I would like the only package available to be SOW T&M Cloud. How is this do-able?

    31 votes
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    4 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  12. DocGen and Populating Secure PDFs

    Hi - it would be nice to have a feature that would allow us to populate secured pdfs. We are a financial services company so alot of our PDF forms come from our custodians (TD, Schwab, etc.) in a secured format. In order to populate the form we have to remove the security and form fields and save the file as a plain pdf. Then create a new pdf form and overlay the fields on the plain pdf. These pdfs are constantly updated by the custodians, so this creates a ton of work for our operations department to manage these…

    17 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Lighting Component - Custom Object Contacts

    The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects.
    We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact look-up on a custom object.

    26 votes
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  14. Pre-define attachment order in salesforce

    An easy way to set attachment order when generating a package.

    Currently, attachments are ordered by the most recent attachment added to an object. End-users, then must manually re-sort the attachment to the correct order each time to generate a package.

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Output Filename format for Single or Multi Document Output

    If a package produces a single document the output filename will adhere to the 'Output Filename' field format.

    If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Output Filename' field format.

    Problem arises where you get the output file format convention correct for a single file out but for multiple file it doesnt look right. Alternatively if you structure the output file name format correctly for multiple files it doesnt display the single file as you wish.

    It would be great if you could;

    • Force a…
    16 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Remove "Include Signature" checkbox from Nintex Email page

    "Include Signature" checkbox is Auto-selected and visible on Nintex Email VF page. Allow the ability to hide/show this button and configure it to default to false.

    5 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Ability to select Additional To and BCC in Lightning

    In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails and paste in Additional To field. Also, in lightning BCC field is blank it should populate with users email like in classic

    31 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  18. DocGen User assignment automation.

    I am working on a salesforce site that will have thousands of users and it would be very helpful if we could assign users the DocGen User permission set automatically, at the time of user creation as opposed to manually adding them individually via the DocGen Admin Tab.

    4 votes
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  19. 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 →

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  20. Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no document is produced.

    If the generated document was sent to the queue as a file, we would be able to produce documents up to 2GB in size.

    13 votes
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