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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. condition templates based

    Condition Templates to be picked based on whether if Table returns any rows or not!

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Content version sharing type for Community user

    Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user.
    Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields related to that content version (like Name etc)

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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!

  4. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under Review  ·  0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Drawloop doesn't differentiate between Custom fields and standard field names

    Tried to set up a letter template and I wanted to use the contact's title (e.g. Mr) in the template, however the Drawloop Tag is identical to another Label and it’s therefore pulling back “Dear Monty” instead.

    Label Tag Value

    Salutation / Greeting <<Contact_Salutation>> Dear Monty
    Title <<Contact_Salutation>> Mr

    I’ve spoken to our developers who have said “The standard Salesforce field’s API name is “Contact.Salutation”. Our custom field’s API name is “Contact.Salutationc”. For some reason, the Drawlook field tagger doesn’t distinguish between standard and custom field names; it doesn’t observe the ‘c’ appendix.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Stetting default values on forms

    In form steps,when setting default values that are pulled from related objects the drop down displays a limited number of fields. Not to worry, you can filter for the field(s) you are looking for but when you do this, then save your form, the chosen values are not retained. When viewing the form steps you do see the values you selected but if you need to open the form for editing then the values are lost. You have to reset everything before saving again. Attached is what I got from Nintex support regarding this.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Clone Relationships without having to clone a DocGen Package

    DocGen does not allow an easy way to reuse Relationships within different Packages. It would be nice to be able to clone or copy relationships over to new DocGen packages being created.
    Right now, I have to clone an existing to be able to pull in ALL the relationships previously created; then when you want a different Output it is inefficient to have to modify.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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!

  11. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Time field on DDP should have helptext indicating it's the user's local time, even though it may have been created in another time zone

    User A is in PST, creates a DDP to run at 8am. DDP runs at 8am PST.
    User B is IST (~12 hour difference), saves DDP, deactivates, reactivates while not touching the TIme field. DDP then goes out at 8am IST, which is about 8pm the previous day.
    User A still sees 8am for the Time field

    There needs to be some help text on the Time field that describes this behavior, as the rest of SFDC doesnt work this way. Perhaps save and display the TIme Zone when editing a DDP?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. User Voice Site: Display number of people logged in/viewing/participating

    Display the number of people logged into this site for an inclination if/how soon someone might see/answer a question. I am trying to get answers... I've read the documentation, logged a case, spoke to a rep and now I'm turning to the community to find an answer.

    If no one is on this site at the given time I post a question, I won't have the expectation to receive an answer, quickly.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. "Manage MY Cases"

    Please add a Manage My Cases button/link to the Drawloop Admin tab.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Support Dynamic-Name Email recipients that are not 'required' with automated DDPs

    Use Case: You want to trigger the DDP via a workflow but the number of dynamic-name email recipients is dynamic.

    Issue: Currently this configuration works when triggering the DDP via a button but when using a WF/OBM all the recipients must be marked as 'required' otherwise the DocuSign envelope only displays/sends to one recipient rather than two.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. HTTP delivery: Support BASIC-AUTH in the HTTP delivery option.

    Passing credentials via Url parameters is not compatible with standard web servers, and we should always try to be compatible with standard web server behaviour when implementing web services, yes?
    This would permit securing the end-point for the Http delivery option so it does not sit open to the internet as the next underground 0-day warez site. Even if there are is no way to download files once uploaded to the end-point, and even if I wrote a robot or cron job to clean up unwanted files, I should not have to write a robot to clean up unwanted files;…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Font Embeddability level "Embeddable" to be able to convert the document into PDF.

    Hello,

    I was prompt to come here to address my issue. Initially when downloading chair contracts in sales force, when the contract was generated it would come up as the Mueso Sans Regular Font. For some unknown reason, when downloading contracts now it comes up as some other font. Need to get the original Mueso Sans Regular Font back. Contacted Sales force after weeks of investigating the cause of the issue, I was told that 'Our product team reviewed the issue and found that that it seems to be related to the Font Embeddability. This specific font does not allow…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Ability to create a DDP on an external object

    Currently, DocGen cannot pull data directly from an external object (i.e., odata) and would require additional steps to do this. Also there is no documentation on the additional steps.

    Would you consider providing a documentation on the additional steps and developing this feature?

    Thanks.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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!

  • Don't see your idea?

Feedback and Knowledge Base