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. 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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  2. 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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  3. 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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  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.

    15 votes
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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. Enable Nintex for orgs with limited API access to only allowlisted connected apps

    Orgs with higher demand for security that enable the API Access Control Setting: For admin-approved users, limit API access to only allowlisted connected apps (Setup->Security Controls->API Access Control) cannot use nintex docgen as this setting is currently not supported. The outbound communication fails.

    1 vote
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  6. 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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  7. 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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  8. 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))

    6 votes
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  9. DocGen and Populating Secure PDFs

    Hi - it would be nice to have a feature that would allow us to populate secured pdfs. We are a financial services company so alot of our PDF forms come from our custodians (TD, Schwab, etc.) in a secured format. In order to populate the form we have to remove the security and form fields and save the file as a plain pdf. Then create a new pdf form and overlay the fields on the plain pdf. These pdfs are constantly updated by the custodians, so this creates a ton of work for our operations department to manage these…

    17 votes
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  10. DocGen User assignment automation.

    I am working on a salesforce site that will have thousands of users and it would be very helpful if we could assign users the DocGen User permission set automatically, at the time of user creation as opposed to manually adding them individually via the DocGen Admin Tab.

    4 votes
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  11. Add the functionality for LAST_30_DAYS

    Add the functionality for LAST30DAYS to filter options. We run invoicing twice a month and need this for mid-month reporting.

    1 vote
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  12. Improve/Customise Error messages

    Currently the error messages are user unfriendly and full of unhelpful jargon. It would be a great improvement to translate the error messages into lament terms so Admins and Users can benefit alike.

    15 votes
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    Under Review  ·  2 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  13. No required object permissions to run DocGen.

    Do not require access to the contact object (or any standard SF object) to allow DocGen to run.

    We have been happily using DocGen/Drawloop for over a year and never had any issues until the most recent upgrade. Now we have been forced into granting permissions that we didn't want to give to allow employees the ability to continue to use DocGen as they have always been able to. Not all templates are going to require a contact record, so why do you need to force allow access to this object across the board?

    3 votes
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  14. Support Dynamic-Name Email recipients that are not 'required' with automated DDPs

    Use Case: You want to trigger the DDP via a workflow but the number of dynamic-name email recipients is dynamic.

    Issue: Currently this configuration works when triggering the DDP via a button but when using a WF/OBM all the recipients must be marked as 'required' otherwise the DocuSign envelope only displays/sends to one recipient rather than two.

    1 vote
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  15. Blind CC ONE email on email delivery option

    When emailing in MASS, it would be great to have one of the emails and attached documents carbon copied to the sender. This is an option that is standard in salesforce, but when emailing using LOOP, you only have the option to carbon copy every email, thus flooding the sender's inbox.

    4 votes
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  16. Find which Document packages a template is used in

    I frequently reuse the same template for more than one doucment package. This makes it easier to manage the branding by only updating a few templates.

    When making a change, it would be helpful to have a report showing which document packages the template file was used in.

    10 votes
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  17. filter contact

    Allow the Contacts shown in the "Specify the contact to use for the DDP:" drop down on the Launch Forms screen to be filtered based on fields available on the Contact object.

    16 votes
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  18. Quarterly Report DDPs

    Ability to schedule a Report DDP to run quarterly.

    8 votes
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