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. 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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  2. 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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  3. 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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  4. 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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  5. 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
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  6. 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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  7. 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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  8. Filter Delivery Options

    Ability to filter which delivery options appear based on filter criteria. This is helpful when there are multiple email templates being used. Unable to use component library due to dynamic link in email template.

    4 votes
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  9. Merging Secure PDFs using Loop.loopMessage.send or Loop.DocumentService.convertAndMerge methods

    Currently, in Drawloop, id the input pdf file for the DDP run is secured (content not available for modification), drawloop merge just throws out an error stating one or more file is password protected. As drawloop is completely handling the content related operations within salesforce package, it will be a nice to have feature to provide a placeholder to give the secured pdf file along with the password for the document so as to drawloop make the unlock the secured content and use it for merge or any other feature. This will be a great feature add for the existing…

    3 votes
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  10. Maintaining hyperlinks from Excel to PDF files

    When converting from Excel file to PDF, the hyperlink feature from Excel (=HYPERLINK(A7,"LINK") is no longer clickable in the PDF file.

    7 votes
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  11. 1 vote
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  12. 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
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  13. Option to not send reports if number of rows equals zero

    Add a checkbox to allow admin to not send scheduled reports if the number of rows returned is zero

    3 votes
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  14. Allow scheduled reports to send on a one-time date, or add start/stop dates to schedule

    Right now you have to hand activate/deactivate if you only want to send a scheduled report for a specific date or series of dates. Add 1-3 "one-time" date fields or add schedule start/stop dates to allow for non-regular scheduled sends.

    3 votes
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  15. 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
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