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…

    74 votes
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    Under Review  ·  2 comments  ·  Document Automation  ·  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. DocGen Form Date Formatting

    DDP Form date fields are currently hard coded to display in US date format (mm/dd/yyyy). We need date fields to show in the date format per our regional settings (ie dd/mm/yyyy for Aus users).

    35 votes
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    3 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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  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.

    23 votes
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    1 comment  ·  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. 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'

    17 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. 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!

  7. Make the field tagger get field label value instead of the API value

    We had noticed that the field taggers return the API value of the picklist field instead of the actual label value, hence any changes to the actual value on the field doesn't replicate on the field tagger and the value returned is incorrect.

    15 votes
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    1 comment  ·  Documentation  ·  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. Improve/Customise Error messages

    Currently the error messages are user unfriendly and full of unhelpful jargon. It would be a great improvement to translate the error messages into lament terms so Admins and Users can benefit alike.

    15 votes
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    Under Review  ·  2 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Row replication and Table replication should include iterator variable

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

    15 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!

  10. Docusign Signing Preview and Edit option in Salesforce Lightning

    DDP includes a feature for "Signing Preview and Edit", however, it is not supported in Lightning Experience. Please enable this feature.

    15 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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…

    15 votes
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    1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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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  13. 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 →

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  14. When email is sent through generate documents , thread Id in email is getting changed after mail is sent(in inbox). Need fix for this

    When email is sent through generate documents , thread Id in Email is getting changed after mail is sent(in inbox). When users reply to this mail the email wont be attached to existing case in salesforce as the thread ID on case is different than the one in mail..Need fix so that case thread id wont be changed after mail is sent.

    The issue wont happen if the mail is not sent through generate documents

    12 votes
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    0 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!

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

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  16. Find which Document packages a template is used in

    I frequently reuse the same template for more than one doucment package. This makes it easier to manage the branding by only updating a few templates.

    When making a change, it would be helpful to have a report showing which document packages the template file was used in.

    10 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 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!

  18. 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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    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!

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

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  20. Translation of Pop up Screen without creating VisualForce Page

    The App layout (Pop up screen) when the user want to create a Document the Drawloop question do appear standard always in the English language.
    In multiple Language companies this is not wished and also this questions should be showed in their own language.
    It would be fine this questions could be translated by Translation WorkBench from Salesforce like you can do with fields etc.

    The answer from Nintex = The Visualforce page from the screenshot cannot be currently translated. A workaround is to create your own Visualforce page or to automate the button so that the Document package, Contact…

    9 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!

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