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. Have activity show actual Email Body text instead of just "please see attached" in activity history timeline

    Currently if you send an email via Mass (or any automated email run) using a template for the email body (using the "Email as Body" option for the template), the logged activity in the activity history/timeline after send only shows "Please see attached" in the activity description in Lightning, instead of the actual merged text that went out in the email body.

    If you click into the activity record, you see the merged email language in the description - it is just not visible from the Salesforce account or contact 's activity history timeline, where you can usually expand the…

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow for SOQL Queries WITHIN a group or table using references to the current Row

    I was trying to use a table in a document for a client and was saddened to find out that it is impossible to use a SOQL query within the table even when referencing the row object's ID. This feature would be a GAME CHANGER. i.e. My client wanted to show the name of a bundle of products (a custom object model) as a row in a table with all of the other bundles - this part was achieved - but then they wanted to add the subtotal of the individual bundles. To do this, I needed to sum up…

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Update Descriptions on Components like Perm Sets and Delete old Permission Sets with package update

    I have 3 old permission sets which were part of your managed packaged which are prefixed with [Deprecated] but I can't delete them. Also, the new permission sets do not have a description, and I can't update them. It would be helpful if your next update could remedy this for us, as these are org standards that we require for all developers in our instance.

    3 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Include document based on two number values

    In the advanced optional section of the templates, we'd like for it to evaluate two numbers such as "greater than 50 but less than 200"

    1 vote
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  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

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. Deliver to Google Docs

    We would like to deliver documents straight to Google Docs

    4 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  10. Only have the Insert-Update and/or Attachment to perform if the email is sent

    Using the email delivery option with insert-update and attach back to the record, there are sometimes the user will cancel the email. In this case, we do not want to have the insert-update and/or attachment to be performed on the running record.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Attach documents to outbound email from Cases

    From a Case record, when sending an email with multiple generated documents, I would the documents to be attached to the outbound email messages for that record

    0 votes
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  12. 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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))

    3 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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)

    4 votes
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow Files on DDP where Inclusion Type = Optional to be able to be included on a List in the merged document

    The DDP allows to select document(s) Inclusion Type as Optional, which a user can then select to be included in the document to be merged. However we would like to have also the ability of having these documents marked as optional to "print in a list" in the merged document.
    For example we have 2 endorsements marked as Optional:
    Endorsement 1
    Endorsement 2
    when checked we would like them to be listed on the merged document as i.e.

    INCLUDED ENDORSEMENTS

    Endorsement 1
    Endorsement 2

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Give admins the ability to control fields accessibility on the Send Email page

    We need the ability to customize which fields show on the Email page and their field level security, for example we would like to prevent users from editing the subject or adding emails to the bcc field due to compliance requirements

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 2020

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. When email is sent through generate documents , thread Id in email is getting changed after mail is sent(in inbox). Need fix for this

    When email is sent through generate documents , thread Id in Email is getting changed after mail is sent(in inbox). When users reply to this mail the email wont be attached to existing case in salesforce as the thread ID on case is different than the one in mail..Need fix so that case thread id wont be changed after mail is sent.

    The issue wont happen if the mail is not sent through generate documents

    12 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  19. COMPONENTS

    Please check if you can add multiple word functions to your library as it helps editing and formatting text there only(such as color change,bordering,inserting tables,fonts etc). Currently you have very limited functions.

    1 vote
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Dynamic CONTACT as a recipient for Adobe Sign, for Community-Portal signing

    We need to be able to send to Adobe via a CONTACT, not an email.

    With Adobe you can have users sign their documents directly inside the SF-Community Portal. For this to work, we need DocGen to be able to send to a CONTACT in stead of an email.
    Currently one can only select a fixed CONTACT. We'd like this to be extended so that we can use a dynamic contact, from either a Relationship or via a button-parameter. Then enter that contact in the Recipient field with a Tag, just like dynamic name/email recipients.

    W/o this feature, we are…

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