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. 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.

    9 votes
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    1 comment  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  4. Resize image in photo table data

    When adding a table data of photos, define the size for it to be rendered within the document.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Fix formatting with Component Groups and PowerPoint tables

    I learned recently that using Component Groups in conjunction with a PowerPoint template, and having the Component Group tags within a table cell of PowerPoint causes indenting on the subsequent lines of the output text after the first line. There is nothing today that can stop this indenting. It is not part of the PowerPoint template settings, but found to be due to the combination of Component Groups tagging and PowerPoint tables.

    If you take the same PowerPoint template and place the Component Group tab into the slide without a table, it works fine. If you use the Component Group…

    1 vote
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Create ability to auto-open drawloop generated documents in browser (no longer require users to click on the rendered document)

    Create ability to auto-open drawloop generated documents in browser (no longer require users to click on the rendered document).

    Our users would like to interface with the drawloop created document less as a separate document and moreso as an integrated part of salesforce. They primarily use an Ipad to interface with SFDC. The render, click to download files, then opening the files seems a bit choppy.

    Would like to propose an option to, once rendered, immediately open the file in browser

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. 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 →
  13. Ability to create a DDP on an external object

    Currently, DocGen cannot pull data directly from an external object (i.e., odata) and would require additional steps to do this. Also there is no documentation on the additional steps.

    Would you consider providing a documentation on the additional steps and developing this feature?

    Thanks.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Possiblity to iterate the records and display it column wise instead of row? Currently the iteration is only row wise, some reports requi

    Possibility to iterate the records and display it column wise instead of row. Currently records are iterated row wise, it could be a nice option if we can have it iterated column wise.

    Record A Status A Description A
    Record B Status B Description B
    Record C Status C Description C

    Record A Record B Record C
    Status A Status B Status
    Description A Description B Description C

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow prioritization of automated DDPs

    When documents are requested via Workflow and Outbound Message, they are queued up on the servers in the order that the messages are sent (FIFO).

    Where some of the requested documents are more time sensitive than others, it would be great to be able to flag to the OB Message so that the server would identify that request as high priority and generate it before the other (not high priority) documents in the queue.

    A possible deliverable could be a second parallel Queue whose documents would always generate before any in the main queue allowing for FIFO on the high…

    9 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Font Embeddability level "Embeddable" to be able to convert the document into PDF.

    Hello,

    I was prompt to come here to address my issue. Initially when downloading chair contracts in sales force, when the contract was generated it would come up as the Mueso Sans Regular Font. For some unknown reason, when downloading contracts now it comes up as some other font. Need to get the original Mueso Sans Regular Font back. Contacted Sales force after weeks of investigating the cause of the issue, I was told that 'Our product team reviewed the issue and found that that it seems to be related to the Font Embeddability. This specific font does not allow…

    1 vote
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    10 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create ability to run Insert-Updates and compile documents in an order selected by the author.

    I have a case where I need to:
    1. Compile a document
    2. Create a case object
    3. Compile a final document with a link to the case that was created.

    This is not possible today because the system automatically compiles both documents first and then creates the case. So the final document that should link to the case that was created instead links to the last case that was created on an account. Please update Drawloop to allow us to set the order that items are compiled.

    4 votes
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  19. Ability to include pulling feed attachments from multiple objects

    When creating a DDP, we need files across multiple objects to be combined and rendered as distinct pages in a consolidated document. This has been confirmed as a known issue.

    3 votes
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  20. 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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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
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