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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  2. 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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  3. 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,…

    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.

    16 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. 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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  6. 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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  7. 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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  8. 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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