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 font size attribute to be passed to Docusign on Secure Fields

    When creating a Secure Field under a Recipient, we have the ability to specify font family, but not font size. font size is an attribute that is available via the docusign api. I tried to work around it but was unable to because of details I wont go into here.

    1 vote
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  2. I recently downloaded the most current version for DocGen in hopes that it would remove flash from the classic version of salesforce.

    The update removed flash from salesforce lightning only. My company has not migrated to lightning yet and it would be beneficial if flash was removed from the classic version of salesforce as well.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Default Setting should use Salesforce Files

    When installing DocGen new, for the first time. It is configured to use Attachments. Attachments are not supported in Lightning so all new customers must change the setting to be able to actually use DocGen

    6 votes
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    0 comments  ·  Installation  ·  Flag idea as inappropriate…  ·  Admin →
  4. We converted to Files from Notes and Attachments and would like the ability to have files show up first in the Attachments list for DocGen

    We converted to Files in Salesforce from Notes and Attachments and would like the ability to have files show up first in the Attachments list for the DocGen Package run.

    We have a lot of records with existing Notes and Attachments, since we are attaching files under Files related list, now when you go to loop a DocGen package the files show at the bottom of the list of attachments instead of showing by newest to oldest. In addition, the file order does not order from newest to oldest when it appears under the DocGen package.

    Could you please either…

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. condition templates based

    Condition Templates to be picked based on whether if Table returns any rows or not!

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow for SOQL Queries WITHIN a group or table using references to the current Row

    I was trying to use a table in a document for a client and was saddened to find out that it is impossible to use a SOQL query within the table even when referencing the row object's ID. This feature would be a GAME CHANGER. i.e. My client wanted to show the name of a bundle of products (a custom object model) as a row in a table with all of the other bundles - this part was achieved - but then they wanted to add the subtotal of the individual bundles. To do this, I needed to sum up…

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

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Deliver to Google Docs

    We would like to deliver documents straight to Google Docs

    10 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  10. Admin should be able to configure the visibility of packages upfront on Lightning component

    On the lightning record page ,using Lightning Doc gen component ,we need to control the visibility of the packages available for user to pick as by default all available packages shows up on the component by default,at least we want to disable based on some filter such that user may not pick up the wrong one.
    It seems we can restrict the generation of document using condition filter but not control visibility of the package on lightning component upfront

    9 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. Have activity show actual Email Body text instead of just "please see attached" in activity history timeline

    Currently if you send an email via Mass (or any automated email run) using a template for the email body (using the "Email as Body" option for the template), the logged activity in the activity history/timeline after send only shows "Please see attached" in the activity description in Lightning, instead of the actual merged text that went out in the email body.

    If you click into the activity record, you see the merged email language in the description - it is just not visible from the Salesforce account or contact 's activity history timeline, where you can usually expand the…

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Have the ability to upload audio

    I would like to be able to upload audio as a source, we recorded audio negotiations for reference and cannot upload them.

    1 vote
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  13. 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 →
  14. Only have the Insert-Update and/or Attachment to perform if the email is sent

    Using the email delivery option with insert-update and attach back to the record, there are sometimes the user will cancel the email. In this case, we do not want to have the insert-update and/or attachment to be performed on the running record.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Support TEXTJOIN function in Excel as Middleware

    Support the TEXTJOIN function in Excel so writing formulas is less work. Make work less work....?

    Formula using TEXTJOIN:
    =TEXTJOIN(“, “,TRUE,I17:I26)

    Formula without TEXTJOIN: =IF(L17=“”,“”,L17)&IF(L18=“”,“”,CONCATENATE(“, “&L18))&IF(L19=“”,“”,CONCATENATE(“, “&L19))&IF(L20=“”,“”,CONCATENATE(“, “&L20))&IF(L21=“”,“”,CONCATENATE(“, “&L21))&IF(L22=“”,“”,CONCATENATE(“, “&L22))&IF(L23=“”,“”,CONCATENATE(“, “&L23))&IF(L24=“”,“”,CONCATENATE(“, “&L24))&IF(L25=“”,“”,CONCATENATE(“, “&L25))

    6 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Dynamic CONTACT as a recipient for Adobe Sign, for Community-Portal signing

    We need to be able to send to Adobe via a CONTACT, not an email.

    With Adobe you can have users sign their documents directly inside the SF-Community Portal. For this to work, we need DocGen to be able to send to a CONTACT in stead of an email.
    Currently one can only select a fixed CONTACT. We'd like this to be extended so that we can use a dynamic contact, from either a Relationship or via a button-parameter. Then enter that contact in the Recipient field with a Tag, just like dynamic name/email recipients.

    W/o this feature, we are…

    18 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    7 votes
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  18. Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record.

    In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type value is T&M, I would like the only package available to be SOW T&M Cloud. How is this do-able?

    31 votes
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    4 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  20. Enable "Delete Container if Empty" for PowerPoint

    Currently, Delete Container if Empty" works for MS Word, but not for PowerPoint. It would be great to enable that feature for PPT as well since we use this function a lot for generating documents.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
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