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. Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional attachments from Salesforce Documents.

    81 votes
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    5 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multiple Conditions with 'contains' logic to include a file in the DDP

    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these multiple data field and value pair with AND/OR conditions which is currently not supported.

    74 votes
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    Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Suppress contact selection for Document Package

    Many of our Document Packages do not have a need for contact selection. It would be great if we could set the Document Package up so that the user is never prompted to select a contact (particularly in the lightning component).

    33 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Dedupe the Mass Recipient Report list

    I would like the ability to create a Scheduled Report DDP that can send out one copy of the report to anyone listed on the report, for example the Opportunity Owner. Today a Scheduled Report can send to anyone listed in the report however if they are listed more than once they will receive the Scheduled Report DDP more than once which is not a good end user experience.

    30 votes
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Use Files instead of Documents

    Files offers features like previews and version control, while Documents does not. I suggest switching so that we can take advantage of such features.

    26 votes
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    2 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  7. When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

    We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical business report within a multi-million dollar, two year project which is scheduled to go live in Jan 2018. Please place this request on high priority, thank you!

    22 votes
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Summary Relationships

    Drawloop doesn't make it too easy to summarize data from multiple records. It always involves writing a custom SOQL query; in itself not too hard but then it can't be easily combined with a Table/Row structure in multiple records.

    I'd love to see you guys add a declarative solution for aggregated data that fits within the Table/Row structure, please.

    20 votes
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    planned  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform certain goals throughout the quarter. Have asked for this report manually on a monthly basis, but it is not enough as the report request gets lost or someone forgets to ask for it.

    15 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add 'NOT' operator to the Filter

    Add 'NOT' operator to the Filter

    suppose you have a DDP for a generic contract and some DDPs for specific contracts, eg. a generic DDP 'Contract' and a specific DDP 'Contract Florida'.
    With a 'NOT' operator we could add a filter in the DDP for the Florida DDP 'Florida' and in the DDP for all other states we could use 'NOT Florida'

    14 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Update Existing Content

    I'm currently using 'Salesforce Files' which creates a content record for the DDP. Salesforce supports content versioning making it easy for users to 'attach a new version' however this isn't supported in Drawloop.

    It would be next level, if you could give us options to insert a new file, but if it exists, update the content. This would give us one static URL to the content and make navigating our Notes & Attachments sections much easier!

    12 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Row replication and Table replication should include iterator variable

    Row replication (i.e. <<CallsStart>> and Table replication (i.e. CallsTableStart>> should include an iterator variable (i.e. <<CallsIterator>>) so you know which row number or table number you are on (i.e. 0,1,2,3)

    12 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Enable Rich Text Fields in Drawloop Documents

    Drawloop Document Generation does not support tags of Rich Text Fields in a document template. This needs to be enabled as we use have large RTF data fields that need to be dropped in but cannot.

    11 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    11 votes
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    under review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no document is produced.

    If the generated document was sent to the queue as a file, we would be able to produce documents up to 2GB in size.

    10 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Discontinue use of Flash in template organizer

    Flash Player is fraught with security risks, and not everyone has it enabled in their browser. Please move to some other kind of template management component.

    10 votes
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    planned  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow calculations in form fields.

    It would be useful to have calculations performed by Drawloop from data input into form fields, without the need for using Excel as Middleware. This would expand the form capabilities and simplify the process. For example, if you have a contract price and you need a 10% deposit, the form should be able to calculate the deposit field from the contract price and % entered.

    10 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Apply validation rules to document generation

    We would like to be able to set up validation rules within the Nintex solution so that Users are prompted to complete data correctly before being able to generate the document output. For example, a User needs to ensure that the Billing Country has a value before they can generate an invoice. Using the Nintex component, we would like the application to display an validation message on selection of the template/package so that the User can complete the record information.

    9 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow prioritization of automated DDPs

    When documents are requested via Workflow and Outbound Message, they are queued up on the servers in the order that the messages are sent (FIFO).

    Where some of the requested documents are more time sensitive than others, it would be great to be able to flag to the OB Message so that the server would identify that request as high priority and generate it before the other (not high priority) documents in the queue.

    A possible deliverable could be a second parallel Queue whose documents would always generate before any in the main queue allowing for FIFO on the high…

    9 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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