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. Allow Files on DDP where Inclusion Type = Optional to be able to be included on a List in the merged document

    The DDP allows to select document(s) Inclusion Type as Optional, which a user can then select to be included in the document to be merged. However we would like to have also the ability of having these documents marked as optional to "print in a list" in the merged document.
    For example we have 2 endorsements marked as Optional:
    Endorsement 1
    Endorsement 2
    when checked we would like them to be listed on the merged document as i.e.

    INCLUDED ENDORSEMENTS

    Endorsement 1
    Endorsement 2

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pre-define attachment order in salesforce

    An easy way to set attachment order when generating a package.

    Currently, attachments are ordered by the most recent attachment added to an object. End-users, then must manually re-sort the attachment to the correct order each time to generate a package.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Field update for multiple records in scheduled report

    Hello,

    We are currently sending out a scheduled report with accounts and missing the possibility to use the field update on the package to update a field on all the records in the report.

    It is configurable but not working and Nintex Support already confirmed that this is not inteded to work.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Multiple columns in Forms

    It would be a very nice to feature to be able to fields in columns when using DocGen in Salesforce using the form feature.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Output Filename format for Single or Multi Document Output

    If a package produces a single document the output filename will adhere to the 'Output Filename' field format.

    If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Output Filename' field format.

    Problem arises where you get the output file format convention correct for a single file out but for multiple file it doesnt look right. Alternatively if you structure the output file name format correctly for multiple files it doesnt display the single file as you wish.

    It would be great if you could;


    • Force a…
    6 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Need integration with new Excel Array functions

    Excel has new array functions such as UNIQUE and FILTER. While these are currently in beta, they are available through the Insider program. Microsoft has not given a date for the release of this new functionality, but why wait. It would be great if Drawloop can incorporate these in sooner rather than later.

    1 vote
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to filter to specific Files attached to a record

    I need the ability to filter to a subset of Files linked to a particular record based off custom fields on the Files

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no document is produced.

    If the generated document was sent to the queue as a file, we would be able to produce documents up to 2GB in size.

    10 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Sub-Totals on table replication

    We use DocGen (Drawloop) on Opportunities. The DocGen can create multiple tables great, but there is not way to create a sub-total on each total.
    For instance a Quote with Table 1 for Products and Table 2 for Services. We have the ability to make the tables, but we cannot create sub-totals of each table.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to Bullet Lists in Components/Component Groups

    We often use Bullets in our formatting and other HTML type improvements for our emails and letter templates. We are somewhat limited when using Component and Component Groups due to these restrictions.

    Line spacing is also not as ideal as preferred.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Option to merge an object's attachments seperate from templates

    I have a DDP that needs an excel template, and multiple files pulled from an object. This is not an issue, however, there is no way to have the excel template to be its own file and have a merged PDF of multiple files on an object record. It's only possible to either merge everything into a PDF output, or have the output use the originals and a combined PDF.

    My proposed solution to this problem is to add a "Template Output Type" selection field in the template's options, the same as the "Document Output Type" picklist in the delivery…

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Use Files instead of Documents

    Files offers features like previews and version control, while Documents does not. I suggest switching so that we can take advantage of such features.

    26 votes
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    2 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow users to run a DocGen Package with only an attachment (i.e. no file required on DDP)

    I'd like to be a ble to send a DDP with just an attachment from a Salesforce Record and without any 'base' file that currently is required on every DDP. A workaround, is that the required file on the DDP can become a 'coverpage' of sorts... but we'd like to omit that page all together in some cases.

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Discontinue use of Flash in template organizer

    Flash Player is fraught with security risks, and not everyone has it enabled in their browser. Please move to some other kind of template management component.

    10 votes
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    planned  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Where a formula text field has internal carriage returns, i.e. the user has entered something like

    Where a formula text field has internal carriage returns, i.e. the user has entered
    line 1
    line 2
    line 3
    a DDP currently renders that at line 1 line 2 line 3

    Salesforce respects the internal breaks and it would be better if a DDP did the same.

    This has become an issue for us where the formula field contains an address with multiple lines. Having all the lines flow into one means that we cannot produce a properly formatted address on a letter.

    5 votes
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  17. Summary Relationships

    Drawloop doesn't make it too easy to summarize data from multiple records. It always involves writing a custom SOQL query; in itself not too hard but then it can't be easily combined with a Table/Row structure in multiple records.

    I'd love to see you guys add a declarative solution for aggregated data that fits within the Table/Row structure, please.

    20 votes
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    planned  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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  19. Suppress contact selection for Document Package

    Many of our Document Packages do not have a need for contact selection. It would be great if we could set the Document Package up so that the user is never prompted to select a contact (particularly in the lightning component).

    33 votes
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  20. Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional attachments from Salesforce Documents.

    81 votes
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    5 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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