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. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Accept the record collection variable in the RecordIds variable of component Run Docgen Package

    Mass generation from the flow, requires to create an unnecessary iteration in order to stock ids in text. It's necessary to be able to add a Record Collection variable in the variable input "RecordIds" of the docgen component.

    3 votes
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  8. 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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    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!

  9. condition templates based

    Condition Templates to be picked based on whether if Table returns any rows or not!

    3 votes
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  10. 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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  11. 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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  12. 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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  13. Option on Mass DocGen to Merge All Output

    While Mass DocGen from a report allows us to create a large number of documents at once, printing these efficiently involves a lot of babysitting.

    Say you generate 2,000 documents that need to be printed and mailed. Your documents are output into the DocGen Queue. Because Lightning list views only allow the selection of 200 items, you have to repeat this process ten times:
    1. Scroll DocGen Queue list view down to expose 200 or more records.
    2. Select 200 records.
    3. Click Download 1 PDF button to merge them into a single PDF.
    4. Wait 5-6 minutes for the…

    15 votes
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  14. Send email notification when delivery via FTP or SFTP

    Add ability to send an email notification when delivering a document by FTP or SFTP. The email notification should not contain the document attached. This should be fore manual DDPs and for automated/scheduled DDPs

    3 votes
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  15. Generate Documents from Pages File Type (Mac)

    Would really like to get away from Microsoft products, as the only thing I really use is Word. Are there any plans to make Document Automation compatible with Mac’s Pages?

    1 vote
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  16. 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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  17. Resize image in photo table data

    When adding a table data of photos, define the size for it to be rendered within the document.

    3 votes
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  18. Create ability to auto-open drawloop generated documents in browser (no longer require users to click on the rendered document)

    Create ability to auto-open drawloop generated documents in browser (no longer require users to click on the rendered document).

    Our users would like to interface with the drawloop created document less as a separate document and moreso as an integrated part of salesforce. They primarily use an Ipad to interface with SFDC. The render, click to download files, then opening the files seems a bit choppy.

    Would like to propose an option to, once rendered, immediately open the file in browser

    3 votes
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  19. 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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  20. Possiblity to iterate the records and display it column wise instead of row? Currently the iteration is only row wise, some reports requi

    Possibility to iterate the records and display it column wise instead of row. Currently records are iterated row wise, it could be a nice option if we can have it iterated column wise.

    Record A Status A Description A
    Record B Status B Description B
    Record C Status C Description C

    Record A Record B Record C
    Status A Status B Status
    Description A Description B Description C

    3 votes
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