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

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  2. Implement DocuSign Email+SMSDelivery

    DocuSign released an option to send a document to a phone, as an SMS message. User can sign on the phone.
    The current DS integration does not support that feature.
    Please consider to implement this DS delivery option.

    7 votes
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Lookup Relationship from Child Object

    When converting over to the Lightning experience, the ability to form lookup relationships from child relationship disappeared. For our organization, this was a commonly used pathway to relationships. It would be helpful to have it return.

    9 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Salesforce Mobile Preview and Edit for Docusign

    The salesforce mobile app should be able to replicate all sending options for docusign, and should allow for preview and edit send options for docusign.

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

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    Thank you for providing this  feedback. We are currently evaluating preview and edit features for our signing experience. Feedback like this is critical for our long-term planning. Please share any details that could help us improve. Thanks!

  5. Search for Reports in Connected Data

    In LEDD, there is no functionality to be able to search for reports for connected data.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  6. I recently downloaded the most current version for DocGen in hopes that it would remove flash from the classic version of salesforce.

    The update removed flash from salesforce lightning only. My company has not migrated to lightning yet and it would be beneficial if flash was removed from the classic version of salesforce as well.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Allow for SOQL Queries WITHIN a group or table using references to the current Row

    I was trying to use a table in a document for a client and was saddened to find out that it is impossible to use a SOQL query within the table even when referencing the row object's ID. This feature would be a GAME CHANGER. i.e. My client wanted to show the name of a bundle of products (a custom object model) as a row in a table with all of the other bundles - this part was achieved - but then they wanted to add the subtotal of the individual bundles. To do this, I needed to sum up…

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Only have the Insert-Update and/or Attachment to perform if the email is sent

    Using the email delivery option with insert-update and attach back to the record, there are sometimes the user will cancel the email. In this case, we do not want to have the insert-update and/or attachment to be performed on the running record.

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

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  9. 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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  10. 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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  11. COMPONENTS

    Please check if you can add multiple word functions to your library as it helps editing and formatting text there only(such as color change,bordering,inserting tables,fonts etc). Currently you have very limited functions.

    1 vote
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Add Dropbox Integration

    Add Dropbox to the list of 3rd Party Integrations

    6 votes
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  14. Lightning Button in DocGen Queue to sort multi-file output from a single MassGen run consistently

    When a single DocGen package outputs a letter and its corresponding outer envelope, these need to be sorted consistently so that they can be handled efficiently in mailing. Currently this is only possible using a One Click Javascript button (code attached from Nintex Support), which is unavailable in Lightning.

    9 votes
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  15. Lightning Console Compatability

    There is no way to use the lightning console navigation with DocGen without using the lightning component. The lightning component for DocGen cannot sort files, but going through the button allows it. Salesforce does NOT allow javascript buttons on lightning. Please upgrade this feature as it's been neglected since the release of lightning console navigation.

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Field Tagger option to display tags in ALL CAPS.

    Would like the ability to have the field tagger display tags in ALL CAPS for insurance/financial use cases where the generated document should have applicants info in ALL CAPS. Currently have to go into Fonts and set ALL CAPS on tags.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 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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  18. Email Delivery landing page should be lightning instead of classic

    The lightning version of app automatically switch to classic version when generating document with Email delivery option.

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

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  19. 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 →

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  20. allow preview of mass document packages

    We use the mass document feature to send multiple certificates of completion. We would like to ensure that the document looks correct before sending (i.e. that a long name hasn't forced text to overflow to a new page).

    6 votes
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