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. 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 →

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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!

  2. Feature Request: Create Relationship from existing Relationships

    Currently, you can create relationships based on the same object by using aliases, but if one is a direct subset of another, you must create it with redundant filters and poll the database for a whole new query. Instead, it would be useful to create relationships based on ones that are already created. This would avoid redundant filters and potentially improve performance.

    Example of current functionality:
    Alias 1: Pull Accounts matching filters A and B from entire database.
    Alias 2: Pull Accounts matching filters A and C from entire database.

    Example of desired functionality:
    Alias 1: Pull Accounts matching filters…

    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!

  3. More Flexible Expiration Options for DDPs

    There should be more flexibility in assigning expiration dates to individual DDPs. Right now, you can only specify the number of days until expiration. What if we could choose a specific day of the month the package would expire on? What if we could specify document expiration on the first day of each month or the last day of each month? I think this would be incredibly helpful to a lot of users.

    3 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!

  4. 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 →

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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!

  5. Ability to include pulling feed attachments from multiple objects

    When creating a DDP, we need files across multiple objects to be combined and rendered as distinct pages in a consolidated document. This has been confirmed as a known issue.

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

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  6. 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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    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!

  7. No required object permissions to run DocGen.

    Do not require access to the contact object (or any standard SF object) to allow DocGen to run.

    We have been happily using DocGen/Drawloop for over a year and never had any issues until the most recent upgrade. Now we have been forced into granting permissions that we didn't want to give to allow employees the ability to continue to use DocGen as they have always been able to. Not all templates are going to require a contact record, so why do you need to force allow access to this object across the board?

    3 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!

  8. 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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    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!

  9. 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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    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!

  10. Option to merge an object's attachments seperate from templates

    I have a DDP that needs an excel template, and multiple files pulled from an object. This is not an issue, however, there is no way to have the excel template to be its own file and have a merged PDF of multiple files on an object record. It's only possible to either merge everything into a PDF output, or have the output use the originals and a combined PDF.

    My proposed solution to this problem is to add a "Template Output Type" selection field in the template's options, the same as the "Document Output Type" picklist in the delivery…

    3 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!

  11. Console app navigation

    After sending email through email delivery option, it should redirect the origin record tab/sub-tab in the Console app.

    3 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!

  12. 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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    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. Ability to filter to specific Files attached to a record

    I need the ability to filter to a subset of Files linked to a particular record based off custom fields on the Files

    3 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. Ability to have clickable links in Form Steps for a DocGen Package

    It would be useful to be able to have clickable links in Form Steps on DocGen Packages. If I create a step in the Form Step that contains a link, it should have the option to make that link a hyperlink. Then, once a user runs the DocGen package and is presented with the step, they would have the option to simply click the link instead of copy/pasting it into a new tab on their browser.

    In our case, we have a field on the Contact object called "lookup my Representatives", which is a URL field. The Field is then…

    3 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!

  15. 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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    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. Send on behalf of to Adobe Sign

    We need a way to send agreements on behalf of another user. Ideally this could be allowed/dissalowed on the package level, and granted to specific users via permission set.

    3 votes
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    2 comments  ·  3rd Party Integration  ·  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!

  17. Field update for multiple records in scheduled report

    Hello,

    We are currently sending out a scheduled report with accounts and missing the possibility to use the field update on the package to update a field on all the records in the report.

    It is configurable but not working and Nintex Support already confirmed that this is not inteded to work.

    3 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!

  18. 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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    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!

  19. Allow Files on DDP where Inclusion Type = Optional to be able to be included on a List in the merged document

    The DDP allows to select document(s) Inclusion Type as Optional, which a user can then select to be included in the document to be merged. However we would like to have also the ability of having these documents marked as optional to "print in a list" in the merged document.
    For example we have 2 endorsements marked as Optional:
    Endorsement 1
    Endorsement 2
    when checked we would like them to be listed on the merged document as i.e.

    INCLUDED ENDORSEMENTS

    Endorsement 1
    Endorsement 2

    3 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!

  20. Update Descriptions on Components like Perm Sets and Delete old Permission Sets with package update

    I have 3 old permission sets which were part of your managed packaged which are prefixed with [Deprecated] but I can't delete them. Also, the new permission sets do not have a description, and I can't update them. It would be helpful if your next update could remedy this for us, as these are org standards that we require for all developers in our instance.

    3 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!

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