Setup and Configuration

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 1 Open for voting

3 VOTE

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...

Guest over 2 years ago in Documents / Setup and Configuration 0 Open for voting

6 VOTE

Allow Drawloop Access to be given to the Permission Set Group Level.

Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.

Guest almost 5 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.

Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.

Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>

Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...

Guest about 2 years ago in Documents / Setup and Configuration 1 Open for voting

3 VOTE

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 relate...

Guest almost 5 years ago in Documents / Setup and Configuration 0 Under Review

1 VOTE

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

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))&...

Guest over 6 years ago in Documents / Setup and Configuration 0 Open for voting

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