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 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform certain goals throughout the quarter. Have asked for this report manually on a monthly basis, but it is not enough as the report request gets lost or someone forgets to ask for it.

    15 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Multiple Conditions with 'contains' logic to include a file in the DDP

    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these multiple data field and value pair with AND/OR conditions which is currently not supported.

    74 votes
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    Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Enhance Lookup Relationships

    As is, the lookup relationship type doesn't have much value. It only works in a single record scenario. Please consider enhancing lookup relationships so that if they're part of a table or row the lookup relationship automatically replicates. This would allow us to tag records to reference the correct lookup record.

    Today, if a lookup relationship is part of a table or row, all tables/rows only reference the first lookup record making them have very little value.

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

    I have Drawloop Document Packages that generate multiple files. The users become frustrated though because they're all attached a single downloadable files. It would be great, if Drawloop had the option to attach as a Zip file.

    The download option in the document queue does not meet our business needs due to collaboration, unfortunately.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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'

    14 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    11 votes
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    under review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Dynamic Email Content Based On Salesforce Field Values

    Currently when DDPs are configured to send via DocuSign, you can only configure a static email template (with merge fields). If you want to send the same documents with different email content (based on for example a field in Salesforce called 'Product') you currently have to clone the existing DDP and change the email template.

    It would be extremely useful to be able to configure one DDP and have dynamic/conditional paragraphs for each product. For example:

    [IF Account.Product = Handheld Vaccuum Cleaner], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. As this is a small item, please come in and…

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Displaying additional details about Contacts in the Contact Selection

    Currently only the name of the Contact is displayed , we would suggest that along with the name it would really be helpful if additional details related to Contact object(e.g.:contact email ID or Contact type) are displayed in the "Specify the contact to use for the DDP:" section on the 'DDP Powered by Drawloop' page.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Row replication and Table replication should include iterator variable

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

    12 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Enable the "Pause to Edit" feature for MassLoop.

    The existing "Pause to Edit" functionality would be valuable for use with MassLoop. Our users wish to make final custom wording edits with pre-filled data fields already in place .

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Apply validation rules to document generation

    We would like to be able to set up validation rules within the Nintex solution so that Users are prompted to complete data correctly before being able to generate the document output. For example, a User needs to ensure that the Billing Country has a value before they can generate an invoice. Using the Nintex component, we would like the application to display an validation message on selection of the template/package so that the User can complete the record information.

    9 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add a feature to the DDP configuration to filter the Contacts that appear in the Contact selection list at document generation.

    Add a feature to the DDP configuration to filter the Contacts that appear in the Contact selection list at document generation. Filter by fields on the Contact or Account Contact Relationship records.

    8 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Insert Update for DocGen Package Outbound Message Error

    When DocGen packages that were initiated by an Outbound Message fail to process, the only indication that there was a failure is an email that is sent to the User that the OB Message sends as, or in the event that the Drawloop Next formula field failed to specify a DocGen Package, no indication is provided and it will only be found by navigating to the document Queue.

    It would be very helpful to update the failed record itself when there was an error.
    This would allow us to leverage standard Salesforce reports and dashboards to monitor any automated processes…

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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…

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create the ability to utilise DocuSign payments functionality via Drawloop

    We currently use Drawloop to generate our documents and then submit them to Docusign for electronic signature. DocuSign now allow payments to be made when signing too, however we cannot utilise this function at present as you have not completed any testing with DocuSign Payments at this time. It would be good if you could please complete your testing so we can utilise this valuable payment tool when we issue orders to our customers

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Stetting default values on forms

    In form steps,when setting default values that are pulled from related objects the drop down displays a limited number of fields. Not to worry, you can filter for the field(s) you are looking for but when you do this, then save your form, the chosen values are not retained. When viewing the form steps you do see the values you selected but if you need to open the form for editing then the values are lost. You have to reset everything before saving again. Attached is what I got from Nintex support regarding this.

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