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. 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 →
  2. 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 →
  3. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. 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)

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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

    9 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. Field update for multiple records in scheduled report

    Hello,

    We are currently sending out a scheduled report with accounts and missing the possibility to use the field update on the package to update a field on all the records in the report.

    It is configurable but not working and Nintex Support already confirmed that this is not inteded to work.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Send on behalf of to Adobe Sign

    We need a way to send agreements on behalf of another user. Ideally this could be allowed/dissalowed on the package level, and granted to specific users via permission set.

    3 votes
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    2 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    3 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Edit Email using Document Templates

    Currently when using a DocGen template as an email, we are unable to edit the body of the email when previewing it.

    15 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  18. Using DocGen need to refresh report in Salesforce

    Hi Team,

    We need an option to refresh report in Salesforce using DocGen packages.

    Note : After report refresh it should not send any report to email recipients.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  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 →
  20. Multiple columns in Forms

    It would be a very nice to feature to be able to fields in columns when using DocGen in Salesforce using the form feature.

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