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. 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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  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. 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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  4. 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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  5. 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,…

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

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

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  7. 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!

  8. 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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  9. Content version sharing type for Community user

    Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user.
    Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields related to that content version (like Name etc)

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

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  10. 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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  11. 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.

    15 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!

  12. 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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  13. Port the package migration wizard to Lightning

    We use the Migration wizard to move packages between Salesforce environments - but it is currently only available in Classic. Could this be ported to Lightning please.

    7 votes
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  14. 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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  15. 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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  16. 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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  17. Salesforce Mobile Preview and Edit for Docusign

    The salesforce mobile app should be able to replicate all sending options for docusign, and should allow for preview and edit send options for docusign.

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

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    Thank you for providing this  feedback. We are currently evaluating preview and edit features for our signing experience. Feedback like this is critical for our long-term planning. Please share any details that could help us improve. Thanks!

  18. Implement DocuSign Email+SMSDelivery

    DocuSign released an option to send a document to a phone, as an SMS message. User can sign on the phone.
    The current DS integration does not support that feature.
    Please consider to implement this DS delivery option.

    7 votes
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 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!

  20. 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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