Nintex Drawloop DocGen for Salesforce

Nintex performs two types of updates: back-end updates to our DocGen Engine and front-end package updates to the Nintex Drawloop DocGen for Salesforce managed package. The release notes will identify which enhancements or changes are related to DocGen Engine updates or Package updates.

DocGen Engine updates are scheduled for the first Wednesday of every month (except in December and when this falls on a US public holiday – this would be moved to the following week) and do not require an update to the installed package. However, we recommend keeping the package up to date to receive the latest features and bug fixes.

New package versions are typically available once a month. You can install these updates at your discretion from the AppExchange. As a best practice, we strongly recommend installing upgrades into a sandbox organization for testing prior to upgrading the app in your production org.

For more information on installing or oupgrading to the latest version, see Install or upgrade.

Note: Any unreleased services or features referenced in this or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.

Package release 17.4: 18 February 2021

New features

Lightning Experience DocGen Package Designer (LEDD)

  • Added further checks to capture improperly configured relationships. These relationships will be shown in the Invalid Relationships section for you to review. You can then reconfigure the relationships as you need.

  • Loading the Classic DocGen Package management user interface in Lightning will no longer display errors in rare cases.

  • Cloned or Migrated DocGen Packages will no longer show duplicate relationships.

  • Updated styling in the LEDD interface to match changes introduced in Spring '21.

  • Resolved an issue where Connected Data configurations stored in a really old format caused errors when loading a DocGen Package.

  • Resolved an issue that prevented DocGen Packages from saving due to long template names.

  • Invalid Relationships will now always be shown at the end of the Relationships section.

  • The following fields can no longer be saved with no value or with whitespaces as this causes issues with loading or running the DocGen Package:

    • Data Tab:

      • Data > DocGen Package Name

      • DDP Type > Other > Text field

    • Documents Tab:

      • Template > Name

      • Template > Include Template > Conditionally > Conditional Fields (first field)

      • Template > PDF Bookmark

    • Delivery:

      • Output Filename

      • Delivery Option Name

Performance improvements and resolved issues

  • Updated the application to now use Salesforce API version 50. This allows access to more objects and fields when creating DocGen Packages or relationships.

  • The viewable size for embedded eSign experiences, such as embedded signing or Signing Preview and Edit, has been increased to proportionally match the size of your browser window.

  • Resolved an issue that prevent users, namely Community Users, from generating documents that contained a Visualforce page as a template.

  • Security Fixes.

Previous releases