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. Dynamically controlling the Field codes conversion to text

    In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field codes to text. what this does is, it would also remove the hyperlinks, table of contents etc.. it would be nice to have a flag over the field tagger, that could decide whether a respective Field code has to be retained / converted to text...

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Adjust addendum functionality to support Salesforce Files

    Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

    15 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Control Image Size in Word Merge

    When merging images into a Word document there is no way to control the size of the image when the merged image is of an unknown size. The merged image is resized to be the same dimensions as the placeholder image which means that more often than not you end up with an image with the wrong aspect ratio.

    It would be useful if, when merging an image, you can nominate a height or width. DocGen could then resize the image to fit the height/width and preserves the aspect ratio by setting the relevant width/height.

    6 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Row Replication for Insert-Update Task's Field

    My DocGen Package has an Insert-Update that creates a Task. I'd like that Task's Description field to list data from multiple records related to the main object. Can row replication work for populating Fields, instead of just for templates? Thanks!

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Accept the record collection variable in the RecordIds variable of component Run Docgen Package

    Mass generation from the flow, requires to create an unnecessary iteration in order to stock ids in text. It's necessary to be able to add a Record Collection variable in the variable input "RecordIds" of the docgen component.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. condition templates based

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

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Enable "Delete Container if Empty" for PowerPoint

    Currently, Delete Container if Empty" works for MS Word, but not for PowerPoint. It would be great to enable that feature for PPT as well since we use this function a lot for generating documents.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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…

    71 votes
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    under review  ·  2 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Perform direct download to computer without extra clicks

    When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF.

    Can we get Drawloop to download directly, as Conga does?

    34 votes
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    planned  ·  1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow tags in option document names.

    Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included in the title would be helpful for storage purposes.

    24 votes
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    planned  ·  1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Preview document in browser

    Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to move further and send it for signature.

    5 votes
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  18. Generate Documents from Pages File Type (Mac)

    Would really like to get away from Microsoft products, as the only thing I really use is Word. Are there any plans to make Document Automation compatible with Mac’s Pages?

    1 vote
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  19. 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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  20. 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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