Nintex Drawloop DocGen for Salesforce

New features

Lightning Experience DocGen Package Designer (LEDD)Package 17.3

• Added a new info section at the top of the Delivery tab, calling out that not all features may be currently supported in the new Lightning Designer, and with a link to the DocGen Package details in Salesforce Classic in a new tab/window. The link will not change the Salesforce User’s context (whether they are in Salesforce Lightning or Classic), so Designers can make edits in the new tab/window, and then close to remain in Lightning to manage their DocGen Package.

• The appropriate User’s profile picture will now be displayed for the Created By and Modified By details in the Metadata Panel.

• Resolved an issue that prevented some Connected Excel file configurations (fka Excel as Middleware) from correctly displaying in LEDD.

• DocGen Packages with SOQL Relationships that contain a nested query will no longer error when navigating to the record for that package.

• The menu button for Relationship cards is no longer aligned to the middle vertically, it is once again in the top right where it belongs.

• You should no longer get errors when creating new DocGen Packages in LEDD after enabling the new Lightning Designer.

• Prevented saving Nintex Sign / Adobe Sign delivery options with no Sign Configuration defined, which would cause errors when generating and sending documents for esignature.

Performance improvements and resolved issues

• SMTP Third Party Configurations and Delivery Options can now use non-email based SMTP username credentials.

• Custom Console components enabled on Standard Object layouts will no longer prevent the DocGen Admin > Basic Buttons page from loading.

• Added access to the VisualforceSessionId Visualforce page in our managed package to the DocGen Admin and DocGen User permission sets.

• Resolved an issue that prevented DocGen Users from generating documents when using our Lightning Component in orgs with the following setup:

  • “Remove Instance Names From URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files” Release Update enabled

  • OAuth setting enabled, and had previously not authorized the Drawloop DocGen app

• Resolved an issue that caused errors when attempting to change the storage location for delivery options that stored generated documents to Content.

• Removed the Nintex Drawloop Customization Guide Document file included in our managed package, as this file was a URL reference to a long outdated and now unavailable Drawloop support site.

• Nintex Sign / Adobe Sign delivery options that are not configured to Autosend will no longer appear in the Drawloop DocGen Lightning Component added to Lightning Page layouts

• The DocuSign User label when configuring a DocuSign Third Party Integration is now properly visible, no longer trying to hide from view.

New features

• SMTP Third Party Configurations and Delivery Options can now use non-email based SMTP username credentials.

New features

Lightning Experience DocGen Package Designer (LEDD)

• DocGen Package template files with invalid page ranges will no longer cause errors in LEDD, or prevent all templates for not loading. We've also introduced validation to prevent saving templates with and End Range equal to 0, when the Start Range is 1 or larger.

• Implemented further updates to how Unsupported relationships are handled when parents are deleted. In this update, if you have a Broken Relation (no parent or link to a valid object), deleting it will not cause any of its dependent relationships to be deleted as well.

• The new Lightning Designer is now enabled by default on the DocGen Admin tab when upgrading to the latest version. The Lightning Designer can still be disabled if needed on the DocGen Admin, bit of a warning, this is a global change and will impact all DocGen Designers managing your DocGen Package Templates.

• The appropriate data replication start tag will now when configuring Connected Data.

• Resolved an issue that caused errors to appear when navigating between multiple DocGen Packages in the new Lightning Designer, or when navigating to a the record page for another Object from a DocGen Package.

• A warning will now display if the source or permission to a Connected Data file or Report is removed.

• DocGen Package templates that had their source file deleted or permission removed will no longer cause errors in LEDD.

Performance improvements and resolved issues

• Added the MetadataProviderController Apex class to the DocGen Admin permission set to address Salesforce security changes. The additional class is related to updates we made in v16.7.

• Security Fixes

Performance improvements and resolved issues

• Image replacement using a Salesforce Files record id saved in a custom Object field is now supported. I apologize, we don’t have proper documentation for this yet, but if you used this feature in the past hopefully you’re really excited by this news as it was previously limited to only Document and Attachment record id’s, or external URLs.

• Resolved an issue that caused the wrong value to be displayed when using the Pause to Edit feature to view Word documents with Merge fields.

• Added a new error message in the case of after three (3) we can’t complete the process of combining PDFs to a Single PDF.

New features

Lightning Experience DocGen Package Designer (LEDD)

With this release, you can now manage all of your DocGen Package templates within the Lightning Designer, which does not require the use of Adobe Flash.

• Connecting Salesforce Reports, Excel Templates (aka Excel as Middleware), and Runtime CSV or Excel files to your DocGen Package template is now supported.

• Template management is available for Scheduled DocGen Packages, however to manage timing and activation, and your desired delivery settings you will need to continue using the Classic UI. To make it a little easier for you, Scheduled DocGen Packages now have a button that will open the Classic UI in another tab/window without requiring you to switch to Salesforce Classic or disable the Lightning Designer.

• Invalid Relationships will now be shown in a new section in the Relationship Forest on the Data tab. These relationships will be shown in a grid without displaying Parent-Child or Lookup connections. Invalid relationships are are typically a Lookup off a Lookup, or a child relationship that is four (4) or more levels deep.

  • Note: Invalid relationships are those that are not explicitly supported by Nintex Drawloop DocGen. These relationships may work for you now, and will continue to work even after upgrading, we are making no immediate changes to cause data from "working" invalid relationships to stop filling data. However, you will want to review these relationships as we may make changes in the future that could cause these invalid relationships to stop working.

  • Previously when you delete a relationship with children, all child relationships were also deleted. As we do not show the parent-child or lookup connections for Invalid relationships, deleting parent relationships will not delete its children. We made this update so you can can continue to review your invalid relationships before making appropriate changes to replace them with supported relationships.

• When removing a template from your DocGen Package, we've updated the messaging where appropriate to warn that your template may be referenced by another template, applies mainly to Excel template used as middleware and connected to a Word or Powerpoint template.

• Added better error handling in case of any issues loading Relationships. This will address cases for Orgs with loads of Objects and relationships that may have caused ugly component errors to surface.

• Relationship filters will now show all the same fields you would find in the Classic UI, such as "Name" fields that were lookups to others Object records.

New features

Lightning Experience DocGen Package Designer (LEDD)

• In DocGen Admin, the "New" has been removed from next to the control to enable the Lightning Designer, and we have stripped any "Beta" messaging from the Help text. The Lightning Designer is now officially out of Beta.

• New Installations for Nintex Drawloop DocGen for Salesforce have the Lightning Designer enabled for them. DocGen Admins still have the option to disable the Designer on the DocGen Admin Tab > Home page.

Performance improvements and resolved issues

• In Salesforce Classic, DocGen Packages will once again load for orgs that have a large number of applications installed. The root cause was an attempt to check the version of Drawloop DocGen that is currently installed, and then provide a helpful notice to upgrade when a new version exists. Instead, if we can not determine the version installed the notice will no longer appear. DocGen Admins will want to check the Nintex Drawloop DocGen for Salesforce AppExchange listing every so often to see if a newer version is available.

• To address Salesforce permission updates, we've updated the included DocGen Admin and DocGen User permission sets and profiles to provide access to additional packaged Apex classes. If you currently use your own custom Permission Sets for managing access to objects and fields included in Nintex Drawloop DocGen, you will want to make updates according to the lists found on our knowledge article for Required Apex Classes.

• Security Fixes

Performance improvements and resolved issues

• Having Salesforce Document and Salesforce Reports folders with the same name will no longer cause errors when using the DocGen Package Migration tool.

New features

• The message field is now supported for OneSpan Sign delivery options. The field only allows plains text, supports field tags, and will be sent to all recipient/signers of the OneSpan Sign Package.

• PDF's generated from Word or Powerpoint files will now have their document title set to match the title configured in their respective source template file.

New Features

• Improved how we retrieve images from Rich Text Fields for Dynamic image replacement.

Performance improvements and resolved issues

• Resolved an issue where sometimes the Mass DocGen Status emails wouldn't be sent. This scenario differs from the one fixed by v16.7.9

• Fullname, Title, Datesign, and other secure fields for OneSpan Sign delivery options will once again be assigned to the proper recipient.

• Sertifi delivery options should no longer result in a timeout error.

Performance improvements and resolved issues

• Resolved an issue that caused some Mass DocGen status emails to not be delivered.

New features

Lightning Experience DocGen Package Designer (LEDD)

• Viewing, Editing, Deleting, and Adding New DocGen Package templates from Sharepoint Online (labeled as Office 365) is now available.

Performance improvements and resolved issues

• Resolved an issue that caused some the document generation process using the processDdp component to sometimes unexpected stop, or result in an Invalid Session Id error.

New features

• When using the Classic run experience, SMTP delivery options with the Preview Step enabled, allowing you to download the generate documents before clicking the button to send the email, will once again redirect Users back to the Salesforce Record they initiated to docgen process from.

• Security Fixes

New Features

Lightning Experience DocGen Package Designer (LEDD)

• You can now upload new template files directly from the Documents tab. You will have the option to select which Salesforce Files Library (recommended) or Salesforce Documents Folder you wish to store them.

Relationship Validation Updates

• Relationship Alias names will now be validated against all Standard and Custom Object API names. This means for a Custom Object with an API Name of "ACME__c", we will now validate and prevent using the alias of "ACME". This also applied to Objects from any managed package.

• In cases where a DocGen Package contains a relationship with an existing Alias that matches a newly enabled Salesforce Object, Designers will see now a validation warning navigating to that DocGen Package, prompting them to update their Alias.

General Updates

• We've updated how the Relationship Container and Relationship Object Cards are sorted and displayed in both the Relationships section of the a DocGen Package, and the Metadata Panel.

  • Relationship Object cards, those that display the Object Name (and Alias), and Repeat by type, will be shown in order of most recently created at the top, to oldest created at the bottom.

  • Relationship Container cards, larger cards that contain all the Relationship Object Card cards (label as "Relationships from Starting Object, or "Relationships from Objects") will now be shown chronologically with the oldest created towards the top, and more recently created at the bottom.

• DocGen Packages with more than 100 document templates will no longer error when navigating to the Documents tab.

• Aliased fields in SOQL Relationships will no longer have the wrong tag in the Field Tagger.

• The Restrict Reflective Access to Non-Global Controller Constructors in Packages critical update when enabled will no longer cause an error when saving Delivery Options.

Performance improvements and resolved issues

• Added a loading spinner when editing Component Group Filters, this will prevent issues in case where it takes some time for the page load before allowing you to properly save any changes.

• Users without permissions to Delivery Options will now an informative error message in Flows utilizing the Preview Component. This typically surfaces with users without the included DocGen User or DocGen Admin permission set (assigned when granting the user a Drawloop DocGen License), or when using a custom permission set that may have missed this object.

• The email preview screen in Lightning will no longer show the body field in a shrunken state, you can once again view more than 1 line at a time.

• Email attachments stored temporarily in a user's "My Personal Documents" folders will once be properly deleted, no longer taking up storage space long after the emails have been sent.

• Salesforce Users assigned the the included DocGen Admin permission set will no longer encounter errors when navigating to the DocGen Admin tab.

• Security Fixes

Performance improvements and resolved issues

• The Status Reports for Mass DocGen runs will now include the following information when applicable: Starting Object, DocGen Package Id, Delivery Option Id, Contact ID

• Clicking the options to open and view template files stored in Office 365 should now open new windows to the correct URL. This applies to any templates files added to DocGen Packages following the June 2020 release. Previously added templates files unfortunately will not have their reference URLs updated, if you wish to have the links take you to the proper URL you'll need to remove and re-add them.

• Security Fixes

Performance improvements and resolved issues

• Resolved an issue that caused docgen runs to error if they utilized a Visualforce page as document template.

• Using both Forms and including Attachments should no cause docgen runs to error when run from Case records.

New features

Lightning Experience DocGen Package Designer (LEDD)

• New Validations Rules for Relationships Aliases.

• We have implemented validation rules and visual indicators when creating relationships that can be aliased, these rules will help prevent issues in the docgen process that can occur with tags and data fill conflicts. The following are now enforced when working with Relationships:

  • An Alias is required when two Relationships refer to the same object

  • Aliases can only contain underscores and alphanumeric characters. Aliases must be unique, begin with a letter, not start or end with an underscore, and not contain consecutive underscores.

  • Aliases can not match Object API Names, which mostly applies to Salesforce Standard Objects. Examples of Salesforce Standard Objects are, but not limited to, the following: Account, ActionPlan, Address, Case, Contact, Contract, Leads, Opportunity, User.

  • Aliases must be unique, you cannot use the same alias for multiple relationships within a DocGen Package.

• The DocGen Package Metadata Panel now displays Created and Modified info for Relationships and Templates.

• Removed the record Created By, Modified By, and Owner information in the header, this data can found in the new Metadata Panel.

• Objects with no label, such as ChannelProgramMemberFeed will now display their API instead for all appropriate picklist's, such as when creating Relationships.

• Apex Data Relationships will now display as errored if their associated Apex is class has been removed/deleted, or if the Object configured in the relationship is no longer available.

• Starting Objects will no longer appear in picklists when creating new Relationships from Other Objects.

• Added informational popover messages when creating Relationships from Other Objects for cases when they have previously added an Object for the one they are selecting, or the desired Object has been used in another type of relationship (SOQL, Apex, Stand Alone).

• Editing a DocGen Package template from Optional to Advanced Optional in Classic will no longer result in that template always showing as optional when generating documents, they will now correctly be evaluated according to the Advanced Optional logic and displayed at the appropriate times.

• Creating DocGen Packages in LEDD with Availability that has Profiles and Roles configured, the Security Type is not correct set to "Match Profile OR Role", previously this was set to an "AND" which meant an End User had to have both the Profile AND Role to view the DocGen Package. Remediation steps in case a customer comes across this: Edit the docgen package in Classic and set to "Match Profile OR Role."

Performance improvements and resolved issues

• In the Salesforce Mobile app, when generating documents using a button or action, the download link no longer results in a blank page and no downloaded file.

• Removed unnecessary text artifacts that showed up when using the Drawloop DocGen Lightning Component in Salesforce Mobile.

• Resolved an issue that caused errors running docgen packages that included a form when the User's language was changed to a non-English language.

• Security Fixes

Performance improvements and resolved issues

• Resolved that caused the content of one component group to places in the middle of another that contained a list if their tags were placed immediately next to each other in a template file.

Performance improvements and resolved issues

• Generated documents sent to SignNow should no longer error.

• Security Fixes

New features

Lightning Experience DocGen Package Designer (LEDD)

• For DocGen Packages with two (2) or more document templates, you now have access to a Sort Mode for easier re-arranging the order of your templates.

• Introducing a new DocGen Metadata slide in panel, with access to the Record Ids, and Created, and Modified information for your DocGen Package and Delivery options. This will greatly assist DocGen Designers and Salesforce Admins when configuring Process Builder or Flow workflows that make use of our Run DocGen Apex Action.

Performance improvements and resolved issues

• Following the Salesforce Spring '20 release, there was an issue when creating new relationships due to the selection for Repeat By not actually being set correctly. We fixed that issue, you're all good to create your relationships again.

Other Updates

• Customers utilizing the RunDocGen Package Apex Action in their Salesforce Flows will now have access to a new Record IDs field. The Record IDs is available for submitting a batch of records id to generate documents, and accepts a Text Collection Variable.

• The convertAndMerge method in our DocumentServices Apex class is now supported for cases when DocGen runs are initiated in Salesforce Lightning.

• Removed an unnecessary permission for Visualforce page templates that would cause docgen runs to fail.

• Resolved an issue where some DocGen Users who did not have access to a handful objects and fields in our application caused an error to surface when attempting to generate document with our Lightning Components. The appropriate access to those objects and fields are now part of our bundled permission sets.