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 translation workbench values for merge documents in multiple languages

    Currently the field tags for merge documents pull the information from picklist fields directly from the list of available values in the field definition. This is problematic in an work environment where multiple languages are used for the merge documents as the merged values appear only in the one language used to define the picklist values. It is also problematic when tagging picklist fields that are populated by an external (3rd) system. At such integrations, the picklist values of a field usually contain some "abbreviations" instead of the real value. The real value of the field is displayed using translation…

    65 votes
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    under review  ·  2 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Perform direct download to computer without extra clicks

    When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF.

    Can we get Drawloop to download directly, as Conga does?

    28 votes
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    planned  ·  0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included in the title would be helpful for storage purposes.

    24 votes
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    planned  ·  0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Addition of Metadata & Extraction of Doc ID

    We use Document Generation in SharePoint to turn submitted forms into DOCX & PDFs. Works well. What I'd like to be able to do is associate metadata to my newly generated document in the same step - AND/OR - get the ID of the newly generated document upon it's generation, so I don't have to go back and query for something I've just created and add a pause.

    20 votes
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    1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    9 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Maintaining hyperlinks from Excel to PDF files

    When converting from Excel file to PDF, the hyperlink feature from Excel (=HYPERLINK(A7,"LINK") is no longer clickable in the PDF file.

    7 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Filter Delivery Options

    Ability to filter which delivery options appear based on filter criteria. This is helpful when there are multiple email templates being used. Unable to use component library due to dynamic link in email template.

    4 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Offline document genertation in conjunction with DocuSign/Salesforce

    We currently use Drawloop with ServiceMax/Saleforce with DocuSign configured via custom button logic. This is only used on a laptop connected to a Topaz signature pad at this time.

    I'm wondering if it's possible for the DocuSign offline to work together with Drawloop. Our tech's our often faced with no internet connection making it impossible for them to retrieve a signature on a DDP since the entire process must be done online in real-time. That said if ServiceMax/SF is also inaccessible then they can't do anything either.

    With DocuSign offline you can sign docs, obtain signatures and initiate transactions to…

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Use an entry from an earlier answer to populate a question

    It would be beneficial if a user could enter in an answer to a question early in the form and then that entry could be auto populated as part of a question later on in the form.

    For example if one of the drop down answers was Other and we then asked them to specify who the other is it would be beneficial if the questions following that answer could specify that we are talking about their entry for other. Example: How many hours a week does [Other] use our product?

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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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  17. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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  19. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Merging Secure PDFs using Loop.loopMessage.send or Loop.DocumentService.convertAndMerge methods

    Currently, in Drawloop, id the input pdf file for the DDP run is secured (content not available for modification), drawloop merge just throws out an error stating one or more file is password protected. As drawloop is completely handling the content related operations within salesforce package, it will be a nice to have feature to provide a placeholder to give the secured pdf file along with the password for the document so as to drawloop make the unlock the secured content and use it for merge or any other feature. This will be a great feature add for the existing…

    3 votes
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