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. Row replication and Table replication should include iterator variable

    Row replication (i.e. <<Calls_Start>> and Table replication (i.e. CallsTableStart>> should include an iterator variable (i.e. <<Calls_Iterator>>) so you know which row number or table number you are on (i.e. 0,1,2,3)

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  2. Allow users to run a DocGen Package with only an attachment (i.e. no file required on DDP)

    I'd like to be a ble to send a DDP with just an attachment from a Salesforce Record and without any 'base' file that currently is required on every DDP. A workaround, is that the required file on the DDP can become a 'coverpage' of sorts... but we'd like to omit that page all together in some cases.

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  3. Translation of Pop up Screen without creating VisualForce Page

    The App layout (Pop up screen) when the user want to create a Document the Drawloop question do appear standard always in the English language.
    In multiple Language companies this is not wished and also this questions should be showed in their own language.
    It would be fine this questions could be translated by Translation WorkBench from Salesforce like you can do with fields etc.

    The answer from Nintex = The Visualforce page from the screenshot cannot be currently translated. A workaround is to create your own Visualforce page or to automate the button so that the Document package, Contact…

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  4. Email Delivery landing page should be lightning instead of classic

    The lightning version of app automatically switch to classic version when generating document with Email delivery option.

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

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  5. Where a formula text field has internal carriage returns, i.e. the user has entered something like

    Where a formula text field has internal carriage returns, i.e. the user has entered
    line 1
    line 2
    line 3
    a DDP currently renders that at line 1 line 2 line 3

    Salesforce respects the internal breaks and it would be better if a DDP did the same.

    This has become an issue for us where the formula field contains an address with multiple lines. Having all the lines flow into one means that we cannot produce a properly formatted address on a letter.

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  6. 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
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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
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    1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  8. allow preview of mass document packages

    We use the mass document feature to send multiple certificates of completion. We would like to ensure that the document looks correct before sending (i.e. that a long name hasn't forced text to overflow to a new page).

    6 votes
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  9. Add sum row as merge fields when using Report as data source.

    Currently, using Reports as a data source only allows you to pull in a tabular column of data (further calculation requires using Excel as middleware). I would like to see the summary row at the bottom of a tabular report be made available as a series of merge fields as well. For example, the current syntax for a report column is <<AnyRangecol1>>; the sum for that column could be <<AnyRangecolsum>>.

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  10. Enable Rich Text Fields in Drawloop Documents

    Drawloop Document Generation does not support tags of Rich Text Fields in a document template. This needs to be enabled as we use have large RTF data fields that need to be dropped in but cannot.

    11 votes
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    Under Review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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
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    Under Review  ·  2 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Make the field tagger get field label value instead of the API value

    We had noticed that the field taggers return the API value of the picklist field instead of the actual label value, hence any changes to the actual value on the field doesn't replicate on the field tagger and the value returned is incorrect.

    15 votes
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    1 comment  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  13. Attach as Zip

    I have Drawloop Document Packages that generate multiple files. The users become frustrated though because they're all attached a single downloadable files. It would be great, if Drawloop had the option to attach as a Zip file.

    The download option in the document queue does not meet our business needs due to collaboration, unfortunately.

    7 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  14. 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
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  15. 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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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  16. 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 →

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  17. Improved error message when viewing deleted DDPs in Salesforce.com

    When a DDP is deleted but then referenced by the URL by a user, Drawloop displays the error : List has no rows for assignment to SObject
    An unexpected error has occurred. Your solution provider has been notified. (Loop).

    Could this be changed to error message displayed for sub-objects of the DDP deleted which is : Data Not Available
    The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our…

    2 votes
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    Under Review  ·  0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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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  19. 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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  20. 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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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

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