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 for export of Lightning Dashboards -- currently Classic-only

    Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.

    2 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Please upgrade the use of static Ids on the formula fields

    Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.

    3 votes
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  3. Allow Opportunity Contact Role to serve as starting object

    Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.

    1 vote
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  4. Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered PDF

    Request is to implement the ability to specify where the document(s) get merged into the final PDF in the case where you do not want to have it go at the end.

    The most flexible way would be to have the ability to specify an addendum doc id field on an entry of a doc gen…

    20 votes
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    We are reopening this for voting and comments so we can understand this better. It looks like quite a few customers would like to see this take shape.


    Is there anything else you'd like to share with us? If not, please pass this on to other users who would also like to vote for this feature.


    Thanks!

  5. Support indents in rich text fields when merged into Word

    On the Salesforce rich text field, if you create text and format using the indent function (either on classic or lightning), when merged into Word the indent of text is not applied in Word.

    Have it so all formatting in the Salesforce rich text field equally gets applied in Word like it does for bold, center, etc.

    16 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Ability to set metadata on generated file

    It would be very beneficial to be able to set some metadata for example, Document Status = Draft when a new document is generated. This is on the ContentDelivery object.

    So when the object sets the Status to Approved, and generates a new file, then the metadata should be updated to reflect the Document Status as Approved.

    1 vote
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    We are reopening this for voting so that we can gather more information. 


    Can you please share with us how this would improve your experience? 


    Please also pass this on to other users who might like to vote and comment. Thanks!

  7. Allow for Versioned Document Generation in Salesforce

    Salesforce Files (ConventVersion) out of the box supports the ability to upload multiple versions of the same document such that the end user in Salesforce only see the current version of the document.

    It would be a useful feature if DocGen when generating the same document more than once would upload subsequent documents as additioinal versions of the initial document instead of creating a new document on each generation.

    Our use case is that we use docGen for sending quotes to our customers. We typically go through multiple iterations of a quote with a customer. Each time we send a…

    7 votes
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  8. 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.

    7 votes
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  9. 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…
    16 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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 →

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  11. 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.

    13 votes
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  12. 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…

    13 votes
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  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.

    33 votes
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  14. When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

    We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical business report within a multi-million dollar, two year project which is scheduled to go live in Jan 2018. Please place this request on high priority, thank you!

    22 votes
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Allow calculations in form fields.

    It would be useful to have calculations performed by Drawloop from data input into form fields, without the need for using Excel as Middleware. This would expand the form capabilities and simplify the process. For example, if you have a contract price and you need a 10% deposit, the form should be able to calculate the deposit field from the contract price and % entered.

    13 votes
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  16. 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).

    48 votes
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  17. 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.

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

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  18. 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.

    86 votes
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    Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Ability to generate document to upload to SharePoint and also store a copy as attachment at same time ?

    My requirement is to every time when user selects "Office 365" delivery option. A copy of the generated document should also be attached to the record from which the document package was run is Salesforce.

    8 votes
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  20. Dedupe the Mass Recipient Report list

    I would like the ability to create a Scheduled Report DDP that can send out one copy of the report to anyone listed on the report, for example the Opportunity Owner. Today a Scheduled Report can send to anyone listed in the report however if they are listed more than once they will receive the Scheduled Report DDP more than once which is not a good end user experience.

    30 votes
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