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. Content version sharing type for Community user

    Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user.
    Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields related to that content version (like Name etc)

    3 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Enable Nintex for orgs with limited API access to only allowlisted connected apps

    Orgs with higher demand for security that enable the API Access Control Setting: For admin-approved users, limit API access to only allowlisted connected apps (Setup->Security Controls->API Access Control) cannot use nintex docgen as this setting is currently not supported. The outbound communication fails.

    1 vote
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  3. Update Descriptions on Components like Perm Sets and Delete old Permission Sets with package update

    I have 3 old permission sets which were part of your managed packaged which are prefixed with [Deprecated] but I can't delete them. Also, the new permission sets do not have a description, and I can't update them. It would be helpful if your next update could remedy this for us, as these are org standards that we require for all developers in our instance.

    3 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  4. Include document based on two number values

    In the advanced optional section of the templates, we'd like for it to evaluate two numbers such as "greater than 50 but less than 200"

    1 vote
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  5. Improve/Customise Error messages

    Currently the error messages are user unfriendly and full of unhelpful jargon. It would be a great improvement to translate the error messages into lament terms so Admins and Users can benefit alike.

    15 votes
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    Under Review  ·  2 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Add the functionality for LAST_30_DAYS

    Add the functionality for LAST30DAYS to filter options. We run invoicing twice a month and need this for mid-month reporting.

    1 vote
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  7. No required object permissions to run DocGen.

    Do not require access to the contact object (or any standard SF object) to allow DocGen to run.

    We have been happily using DocGen/Drawloop for over a year and never had any issues until the most recent upgrade. Now we have been forced into granting permissions that we didn't want to give to allow employees the ability to continue to use DocGen as they have always been able to. Not all templates are going to require a contact record, so why do you need to force allow access to this object across the board?

    3 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  8. Find which Document packages a template is used in

    I frequently reuse the same template for more than one doucment package. This makes it easier to manage the branding by only updating a few templates.

    When making a change, it would be helpful to have a report showing which document packages the template file was used in.

    10 votes
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  9. Support Dynamic-Name Email recipients that are not 'required' with automated DDPs

    Use Case: You want to trigger the DDP via a workflow but the number of dynamic-name email recipients is dynamic.

    Issue: Currently this configuration works when triggering the DDP via a button but when using a WF/OBM all the recipients must be marked as 'required' otherwise the DocuSign envelope only displays/sends to one recipient rather than two.

    1 vote
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  10. filter contact

    Allow the Contacts shown in the "Specify the contact to use for the DDP:" drop down on the Launch Forms screen to be filtered based on fields available on the Contact object.

    16 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  11. Quarterly Report DDPs

    Ability to schedule a Report DDP to run quarterly.

    8 votes
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