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. 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…

    2 votes
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    Under Review  ·  0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Table replication with page break

    In case of table replications, sometimes it is required to start the new table on a next page rather then continuing just after the end of previous table. This makes the content cleaner and more presentable on the final output document. This should be made possible via an optional configuration.

    58 votes
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    Under Review  ·  2 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Implement a form of duplicate check when migrating DDP's across Salesforce environments

    It would be extremely helpful to add some form of duplicate check to the DDP Migration process. This will allow users the ability to make changes to a single environment and push the changes across an organization without having to log in to each environment or worry about duplication of records.

    14 votes
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    Under Review  ·  1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Dynamic Email Content Based On Salesforce Field Values

    Currently when DDPs are configured to send via DocuSign, you can only configure a static email template (with merge fields). If you want to send the same documents with different email content (based on for example a field in Salesforce called 'Product') you currently have to clone the existing DDP and change the email template.

    It would be extremely useful to be able to configure one DDP and have dynamic/conditional paragraphs for each product. For example:

    [IF Account.Product = Handheld Vaccuum Cleaner], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. As this is a small item, please come in and…

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

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  5. Ability to place attachment between DDP templates

    My DDP has 10 template documents. I want to include an attachment from the record but it should appear in between the template documents rather than at the end of the generate document.

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  6. Add Hourly interval selection to the frequency of Daily, Weekly, Monthly, etc.

    We have a use case where certain periods, leadership team (who does not have access to Salesforce) needs the Salesforce reports multiple times during the day. Thus the ability to run hourly interval increments, once or more times throughout the day and deliver the report to their inbox would be a great feature.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  7. Option to not send reports if number of rows equals zero

    Add a checkbox to allow admin to not send scheduled reports if the number of rows returned is zero

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  8. Allow scheduled reports to send on a one-time date, or add start/stop dates to schedule

    Right now you have to hand activate/deactivate if you only want to send a scheduled report for a specific date or series of dates. Add 1-3 "one-time" date fields or add schedule start/stop dates to allow for non-regular scheduled sends.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  9. Attaching document back to Salesforce

    Ability to send an email (Email Template in Salesforce) without having to attach a document to Salesforce. We use this feature to Mass Email using a Custom Object. Not really what Drawloop was intended to be used for, but it works great for us since this is not built in to Salesforce.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  10. Visibility On Who "Activates/Deactivates" or "Tests" Report/Scheduled DDP's

    It would be nice to see who clicks on the "Test" button or who last "Activates" a Report DDP. At some random times, my Report DDP will send out when it is not activated, which means someone is clicking the "Test" button on it. It would be nice to track who is doing this.

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  11. Component Group Feature

    Quick feedback: As a user, i am unsure as to why we need to click on magnifying glass below for search when we have to attach the existing component group to selected DDP since we already have 1 magnifying next to where you type the search name

    Here are the best cases for UI:

    1) You start typing & it shows what's existing matching there (like google search autosuggestion)

    2) If not, then atleast have 1 magnifying glass next to where you are typing & user clicks it shows all the ones having containing the typed name

    3) Even if…

    2 votes
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  12. 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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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  13. Limit automatic attachment from parent records

    When you include attachments in your DDP, for default relationships, the DDP will find attachments related to the record the DDP runs on, as well as it's parent record.
    E.g. when running a DDP on Opportunity, attachments form the Opportunity AND it's parent Account will be available.
    I need to be able to exclude the Account level attachments from the selection list so that the Users do not see them when running an Opportunity level DDP

    6 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  14. Allow Form Steps to apply only to specific delivery Options

    When adding Insert Updates, you are able to select whether the update should take place for all or only specific delivery options.
    Similarly, I'd like to be able to specify Form Steps so that they are used for only specific delivery options.
    For example, if I'm prompting the user for information that is necessary for sending via email, I don;t need to capture that when sending the document directly to storage

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

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  15. Set Mass Report recipients based ona text field in the Mass Recipient Report (comma separated emails).

    Right now the mass recipient report in a scheduled report can only go to a single contact/user/lead per line of the mass recipient report. Instead, I'd like to merge a column from the mass recipient report which consists of a list of emails, maybe into the Additional To: or CC: field, like you can do with Dynamic Addresses & the field tagger in the regular DDP.

    Without this, to send a single report to emails stored on our 180 chapters (custom objects), I either need to maintain 180 distribution lists and create contact records for them, or maintain 180 Scheduled…

    9 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  16. Quarterly Report DDPs

    Ability to schedule a Report DDP to run quarterly.

    8 votes
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    Under Review  ·  1 comment  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Feature Request to get an External ID on the DDP Object

    In order for us to handle dynamic DDP better, we need an External ID on the Drawloop DDP object. We have encountered issues while deploying fields to a managed package object.

    1 vote
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  18. Date tag formatted to German format (e.g. 31.12.2016) and similar German formats.

    Currently the German format for date tags is not supported. It would be really good to have that available to better generate documents for German (and other European) users / clients.

    7 votes
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  19. Date tag formatted to only bring in the month and day in ## formatting

    The field tagger allows you to format the year as ## (09) but is missing the individual month (01) and day (02) tags.

    Example use case: wanting to format the date as 02.01.09 or 02 January 2009 in the generated template

    9 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

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