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. Maintaining hyperlinks from Excel to PDF files

    When converting from Excel file to PDF, the hyperlink feature from Excel (=HYPERLINK(A7,"LINK") is no longer clickable in the PDF file.

    7 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. 'Preview' delivery option

    Currently, If a user wants to preview the file it has to be downloaded first. There shall be a 'preview' delivery option which opens the file directly in a new browser tab for preview without having the user to download the file followed by some extra clicks to open the same.

    9 votes
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    planned  ·  0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  5. Improved error message when viewing deleted DDPs in Salesforce.com

    When a DDP is deleted but then referenced by the URL by a user, Drawloop displays the error : List has no rows for assignment to SObject
    An unexpected error has occurred. Your solution provider has been notified. (Loop).

    Could this be changed to error message displayed for sub-objects of the DDP deleted which is : Data Not Available
    The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our…

    1 vote
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Add 'Cloudforce' checkbox to the Button Wizard

    Add a checkbox to the Button Wizard to add the '&cloudforce=true' parameter to the generated syntax.

    2 votes
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    Released  ·  0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to place attachment between DDP templates

    My DDP has 10 template documents. I want to include an attachment from the record but it should appear in between the template documents rather than at the end of the generate document.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Visibility On Who "Activates/Deactivates" or "Tests" Report/Scheduled DDP's

    It would be nice to see who clicks on the "Test" button or who last "Activates" a Report DDP. At some random times, my Report DDP will send out when it is not activated, which means someone is clicking the "Test" button on it. It would be nice to track who is doing this.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Component Group Feature

    Quick feedback: As a user, i am unsure as to why we need to click on magnifying glass below for search when we have to attach the existing component group to selected DDP since we already have 1 magnifying next to where you type the search name

    Here are the best cases for UI:

    1) You start typing & it shows what's existing matching there (like google search autosuggestion)

    2) If not, then atleast have 1 magnifying glass next to where you are typing & user clicks it shows all the ones having containing the typed name

    3) Even if…

    2 votes
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
  11. Limit automatic attachment from parent records

    When you include attachments in your DDP, for default relationships, the DDP will find attachments related to the record the DDP runs on, as well as it's parent record.
    E.g. when running a DDP on Opportunity, attachments form the Opportunity AND it's parent Account will be available.
    I need to be able to exclude the Account level attachments from the selection list so that the Users do not see them when running an Opportunity level DDP

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow Form Steps to apply only to specific delivery Options

    When adding Insert Updates, you are able to select whether the update should take place for all or only specific delivery options.
    Similarly, I'd like to be able to specify Form Steps so that they are used for only specific delivery options.
    For example, if I'm prompting the user for information that is necessary for sending via email, I don;t need to capture that when sending the document directly to storage

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Hourly interval selection to the frequency of Daily, Weekly, Monthly, etc.

    We have a use case where certain periods, leadership team (who does not have access to Salesforce) needs the Salesforce reports multiple times during the day. Thus the ability to run hourly interval increments, once or more times throughout the day and deliver the report to their inbox would be a great feature.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Option to not send reports if number of rows equals zero

    Add a checkbox to allow admin to not send scheduled reports if the number of rows returned is zero

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow scheduled reports to send on a one-time date, or add start/stop dates to schedule

    Right now you have to hand activate/deactivate if you only want to send a scheduled report for a specific date or series of dates. Add 1-3 "one-time" date fields or add schedule start/stop dates to allow for non-regular scheduled sends.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Attaching document back to Salesforce

    Ability to send an email (Email Template in Salesforce) without having to attach a document to Salesforce. We use this feature to Mass Email using a Custom Object. Not really what Drawloop was intended to be used for, but it works great for us since this is not built in to Salesforce.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. DDP forms compatable with Lightning and Salesforce1

    the Ability to include Form steps on Salesforce1 and the Lightening experience.

    12 votes
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    planned  ·  3 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
  18. Set Mass Report recipients based ona text field in the Mass Recipient Report (comma separated emails).

    Right now the mass recipient report in a scheduled report can only go to a single contact/user/lead per line of the mass recipient report. Instead, I'd like to merge a column from the mass recipient report which consists of a list of emails, maybe into the Additional To: or CC: field, like you can do with Dynamic Addresses & the field tagger in the regular DDP.

    Without this, to send a single report to emails stored on our 180 chapters (custom objects), I either need to maintain 180 distribution lists and create contact records for them, or maintain 180 Scheduled…

    9 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Quarterly Report DDPs

    Ability to schedule a Report DDP to run quarterly.

    8 votes
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    1 comment  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  20. Second In person signer routed via LoopPlus

    Using Drawloop with DocuSign

    Able to add a 2nd recipient with In person Signing and routed via LoopPlus.

    i.e the 2nd signer is able to sign (within Salesforce) after the first signer

    10 votes
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    Open for voting  ·  0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
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