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. Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

    Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select the correct contact for email.

    23 votes
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    2 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there! We so appreciate the time you take to give thoughtful feedback and help us improve your experience. 


    Thus, we are opening this up for voting so we can determine how many users are affected. Please share your thoughts with us!

  2. Allow for export of Lightning Dashboards -- currently Classic-only

    Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.

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

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  3. Please upgrade the use of static Ids on the formula fields

    Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.

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

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  4. Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.
    We would like to request you to add access to the Permission Set Group as well.

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

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    Thank you for this suggestion! Voting will stay open a little longer while we gather information


    It looks like a few customers feel like this would improve their experience. 


    If you've voted for this, can you please tell us more about how you would use this? You can always message me privately if you'd like to share in more detail. Thanks!

  5. prevent unhandleable attachments from appearing in list of ad hoc files

    allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item).

    As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected.

    E.g.:
    "No Unknown record found matching id: 0D51T00006w0****** (MetadataInvalid)
    Include this Error Id if you contact support: b1cd6aff-f788-43e0-8e7f-328112ed3e9d"

    The user has to engage in a process of trial and error in order to avoid the attachment options that will produce errors. this becomes unworkable when dealing with large numbers of attachments

    1 vote
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

    Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch.

    The general benefit to this is having an attribute that can be used to help keep track of how many pages there are in the system as well as a way to track general traffic in the system. If you pole on this new attribute and see that they processed 500k pages when the norm is 50k, that could raise a flag for you to look into and determine what could be the reason. Additionally,…

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

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  7. 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"
    etc

    So 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 vote
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    1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Nintex DocGen for Salesforce should have an option to stop sending scheduled report email when the report contains no records.

    There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other words, the Nintex DocGen should initiate mail communication only when the baseline report contains some data.

    1 vote
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    Open for voting  ·  0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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
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    Open for voting  ·  0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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

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  11. Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on them being compatible with DocGen.

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

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  12. Pass parameters to Drawloop through a lightning compatible form

    Working with parameters is easy at the DDP level but if an end user wishes to pass through parameters as part of their "query" to create a document, their experience isn't as seamless as what it could be.

    A common method is to create a Salesforce form but this form is presented in the classic interface.

    This request is either to pass parameters directly via the DocGen widget or to work with custom forms using the Lightning interface.

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

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  13. 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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

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  15. Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered PDF

    Request is to implement the ability to specify where the document(s) get merged into the final PDF in the case where you do not want to have it go at the end.

    The most flexible way would be to have the ability to specify an addendum doc id field on an entry of a doc gen…

    20 votes
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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 and comments so we can understand this better. It looks like quite a few customers would like to see this take shape.


    Is there anything else you'd like to share with us? If not, please pass this on to other users who would also like to vote for this feature.


    Thanks!

  16. Support indents in rich text fields when merged into Word

    On the Salesforce rich text field, if you create text and format using the indent function (either on classic or lightning), when merged into Word the indent of text is not applied in Word.

    Have it so all formatting in the Salesforce rich text field equally gets applied in Word like it does for bold, center, etc.

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

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  17. Allow for user authentication with High Assurance in Saleforce.

    Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.

    13 votes
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    3 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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

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    We 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!

  19. 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 votes
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  20. clone

    Have the Clone button visible in Lightning on Doc Gen Packages.

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

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