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. 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 →
  2. 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 →
  3. DocGen Form Date Formatting

    DDP Form date fields are currently hard coded to display in US date format (mm/dd/yyyy). We need date fields to show in the date format per our regional settings (ie dd/mm/yyyy for Aus users).

    31 votes
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    3 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  4. Show the email address for the recipient in DocGen package Email delivery option

    When using Email as delivery option, the 'To' only displays the name of the Contact selected. Suggest that it also displays the email address to allow a final confirmation that the contact has an email address/it's a correct address. My client has a BCC set so the email always sends successfully (because the User is BCC'd) and there is no alert to suggest that the Contact may not have received the email.

    1 vote
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  5. Lightning Button in DocGen Queue to sort multi-file output from a single MassGen run consistently

    When a single DocGen package outputs a letter and its corresponding outer envelope, these need to be sorted consistently so that they can be handled efficiently in mailing. Currently this is only possible using a One Click Javascript button (code attached from Nintex Support), which is unavailable in Lightning.

    9 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  6. Hide flag on DDP - Delivery Option

    We've lot of SMTP delivery options for a given DDP which we use to trigger emails from backend. These delivery options we don't want to show on UI. It would be great if we have some king of flag to show/hide on UI.

    1 vote
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    1 comment  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow users to search for files (not documents) and attach them before delivering a generated document by email

    Our users are generating documents and then want to add flyers or other documents that are stored in Salesforce as content onto the same email. I see an option to add attachments, but this seems to go to Salesforce documents and does not offer user the option to search for files in our content libraries.

    1 vote
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to Save in the Middle of the Form

    For longer forms it would be beneficial if the user could save the document state and return to it later. This way if they needed to gather additional information or focus on something else for a bit they would not lose their progress.

    4 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  9. 'Preview' delivery option

    Currently, If a user wants to preview the file it has to be downloaded first. There shall be a 'preview' delivery option which opens the file directly in a new browser tab for preview without having the user to download the file followed by some extra clicks to open the same.

    9 votes
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    planned  ·  0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  10. Improved error message when viewing deleted DDPs in Salesforce.com

    When a DDP is deleted but then referenced by the URL by a user, Drawloop displays the error : List has no rows for assignment to SObject
    An unexpected error has occurred. Your solution provider has been notified. (Loop).

    Could this be changed to error message displayed for sub-objects of the DDP deleted which is : Data Not Available
    The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our…

    1 vote
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  11. Error Messages

    I would like to be able to see the error messages on the generation page. I don't need anything fancy, but just a way to see the generic error. You could keep the current page to contact support with the error code, but also display the Salesforce Error message on the page or a link to see the details. When I called support, they were able to respond with that error message, I was able to solve the issue in less than a minute.

    13 votes
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    planned  ·  1 comment  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
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