Ideas

Showing 130 of 2953

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

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest over 7 years ago in Documents / Document Automation 1 Under Review

2 VOTE

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...

Lauren K over 1 year ago in Documents / UX/UI 0 Open for voting

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest almost 7 years ago in Documents / DDP Management and Creation 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 over 1 year ago in Documents / Setup and Configuration 1 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 about 4 years ago in Documents / Setup and Configuration 0 Open for voting

7 VOTE

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...

Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

8 VOTE

Possibility to customize the iFrames of the process maps

It would be great if it is possible to do additional settings on the sharing links. We use the Promapp maps on SharePoint pages but sometimes we have troubles to fit the maps in the iFrame.

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Integrations / Process Map 3 Open for voting

12 VOTE

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...

Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

1 VOTE

Reinstate ability to upload multiple images at once

We used to have the ability to upload multiple images in one go, but this has recently been removed. Uploading many images now takes an age

Guest 9 months ago in Documents / UX/UI 0 Not Planned

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