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FORUM POSTS AND DISCUSSIONS

  • 547 Topics
  • 1,017 Replies
547 Topics
M
moriahgonzalez
posted in DocGen for Salesforce
Commas in form field list values?

In creating a form field, we need to display drop down list values that include list values with commas. An example of these drop down list values looks like:A and B A, B, and C A, B, and DCommas separate the display and passed value, but we want the end user to be able to view the display as it will be on the document. If there is not a workaround to this, why is this DDP functionality?

730
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7 years ago
G
gbrogan
posted in DocGen for Salesforce
How to keep leading zeroes when creating Drawloop DDPs?

I'm using Drawloop DDPs with Salesforce to pull information from our CRM into PDF forms.  When social security numbers have leading zeroes, they are dropped on the form.  So if a social security number is 012345678, it shows up on the form as 12345678.  What's the best way to address this?  Keep in mind our CRM has thousands of individuals, so changing the formatting of social security numbers isn't feasible.  And the idea of the DDP is to make it simpler to fill out the forms, so double-checking the social security number each time defeats the purpose.Jason Siebert‌ salesforce drawloop‌ ddp‌

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7 years ago
C
cbrehman
posted in DocGen for Salesforce
Does drawloop support pulling fields from external objects in salesforce?

We are trying to merge fields from an external object in SFDC into a document using drawloop. Is this something that is supported? And if so, is there documentation for this somewhere? I'm running into some issues when i try to POC it.

70
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7 years ago
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lhayes
posted in DocGen for Salesforce
How can you add Product Line Item Schedules with Date, Quantity and Revenue for each line?

I am trying to add Product Line Item Schedules into a table and need to include Product Code, Quanity, Revenue and Date for each line item (below). is there a way to do this from an Opportunity object? 

80
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7 years ago
H
hsingh1
posted in DocGen for Salesforce
Group Data Using Custom Fields

Hi Team, We are facing problems while generating DrawLoop document where custom object records are grouped by custom field. We have requirement where we need to show records of a custom object which are grouped by a custom field and we need to filter records using 13 different criteria. We cannot achieve this using DDP configuration since we can have at max 5 filters using 'Unrelated Data' relationship type. If we use DDP config approach and add just 5 filters, we are successfully able to group data using custom field and generate DrawLoop document. But as per the requirements, we need to apply 13 different criteria to filter data, we will have to use apex classes approach. But the problem is, we are not able to group data using custom fields when we generate DrawLoop documents with Apex Classes as data source. The DDP run wizard throws error. Now, if we use standard field to group data, everything works as expected. We are not sure if we are missing anything in code or in DDP configur

290
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7 years ago
J
john_stallings
posted in DocGen for Salesforce
General Error Message when authorizing Drawloop via the Salesforce Setup Wizard

I continue to see a generic red 'Error' with no message at the 'Authorize Nintex Drawloop' step in the Salesforce Setup Wizard. I'm using Drawloop for the first time. Is there a way to get around this or am I missing something?

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J
7 years ago
A
askebongsaxe
posted in DocGen for Salesforce
General error in Drawloop?

Hi everyone, I'm a Drawloop newbie. I posted a question in this forum yesterday, and got a very nice response - thank you for that. Now that I wanted to try and test the response I'm faced with 2 new issues in my sandbox. My application worked just fine yesterday, but today is a different story. When I click the Drawloop Admin tab I keep getting a blank page which keeps loading. This has been happening for the past hour:  ...and at the bottom of the white page area there is a text bit which shows up after about 5 seconds of loading: This page has an error. You might just need to refresh it. Error in $A.getCallback() [Cannot read property 'setParams' of null] Callback failed: apex://Loop.loopTools/ACTION$fetchServices Failing descriptor: {markup://Loop:DdpAdmin} I can load the "Drawloop Document Packages", "Documents" and "Drawloop Document Queue" tabs. It's only the admin tab which isn't working. When I try to generate a document I also get an error:I therefore suspect a general issue

400
A
7 years ago
P
peter_watteeuw
posted in DocGen for Salesforce
Filter a group in a group

Is it possible to generate a quote with a group relationship within a group relationship AND make the second group dependent on the first group? I am able to generate a document with the mentioned grouping, but the second group is never dependent on the first group. If I add a filter in the second group saying that the group name should be the same as the first group, it only filters the first group and duplicates it for all the other groups.

120
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7 years ago
E
elinapeltokoski
posted in DocGen for Salesforce
Is there a way to combing products from two opportunities to one document?

Would anyone know if there is a way to combing products from two different opportunities in Salesforce in one document? In this case - I'm looking to create a document that lists the products from a child and parent opportunity. Any ideas? I haven't been able to find any.

50
R
7 years ago
M
martin
posted in DocGen for Salesforce
email body

I want to create a Word template and then have it output as the email body, rather than an attachment. I have tried to set this up but failed. Is this possible? And will it copy over my branded images? Is there a video that demos?

80
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7 years ago
T
tcolonna
posted in DocGen for Salesforce
Having an issues assigning permissions

I have just installed drawloop for the 30 day trial.  I create a package and can run it no problem.  We I move to a users I have added them to the users area of drawloop admin and also added the drawloop permission sets.  When I click on the button to generate the DDP  it starts and then I get an error e8e88b93-99c0-4806-820a-734a9d490ba6. this is when its starts to loop the document. Any help would be appreciated Thanks

90
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7 years ago
J
joseph_corradoNovice
posted in DocGen for Salesforce
DDP Form Checkbox Responses within SOQL WHERE IN clause

I am using a DDP Form step as a filter for my DDP.  One of the Form Fields is a Checkbox where the user can select 1 to many values as a filter.  I then (want to) pass in the user's selections as a parameter into the WHERE clause of my SOQL query.  This works fine if only 1 response is selected, but if more are selected, the SOQL's WHERE IN clause expects each response to be single quoted and comma separated.  Is there anyway to properly format the string to place single quotes around each response and as well as comma separated between each response?  Or another method to achieve this requirement of selecting 1 to many values and using that in a the SOQL? Thanks in Advance.

30
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7 years ago
R
rayban
posted in DocGen for Salesforce
We have a custom object button which initiates drawloop. We want to send the drawloop generated documetn to docusign where recepient should be retrieved from one of the fied on custom object field(Eg field namei s Email__c on My_Custom_Object__c)

We have a custom object button which initiates drawloop.We want to send the drawloop generated documetn to docusign where recepient should be retrieved from one of the fied on  custom object field(Eg field namei s  Email__c  on My_Custom_Object__c)So in recipient we have taken 'Dynamic Name & Email' but we are not sure what needs to be sent as'Recipient Parameter'.

250
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7 years ago
E
erik50
posted in DocGen for Salesforce
how group data in Excel, similar to Salesforce's summary report

What's the best way format an Excel file to mimick Salesforce's grouping feature in reports? 

260
rhia
7 years ago
N
nintex_sm
posted in DocGen for Salesforce
Is Drawloop available for Nintex installed on SharePoint 2013 (On Premise)? If not, is there a similar product?

Is Drawloop available for Nintex installed on SharePoint 2013 (On Premise)? If not, is there a similar product?

20
rawalam
8 years ago
J
jdeitz
posted in DocGen for Salesforce
How to Order DDPs on the Run screen?

On the DDP Run screen, is there a way to order the DDPs in the selection list?

40
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8 years ago
M
moriahgonzalez
posted in DocGen for Salesforce
Role and profile error on custom button?

We've creating a custom button on the Opportunity to run a defaulted DDP given specific criteria. We've combined this criteria into a formula field, Certificate_Agreement__c, that is intended to set the Filter on the DDP. Our button URL looks like this: /apex/loop__looplus?eid={!Opportunity.Id}&accountId={!Opportunity.AccountId}&sessionId={!$Api.Session_ID}=true&filter={!Opportunity.Certificate_Agreement__c} We've ensured that the Filter is set on our DDP. When we attempt to test our button on the Opportunity object with said filter, an error message returns that reads "There are no DDPs for you to run for this object based on your profile or role." Has anyone encountered this error or have awareness of what we might be missing?

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M
8 years ago
P
pimgmoon
posted in DocGen for Salesforce
using different objects in single form

Can you use different object pages into a single from. Example, need info from Contact and Accounts.How do I do that?

20
P
8 years ago
B
boconnell
posted in DocGen for Salesforce
How can I determine which template is used for a specific Run DDP action?

Trying to make an edit to an existing Run DDP action, but cannot find the template used.

40
R
8 years ago
K
kevin_crews
posted in DocGen for Salesforce
DocuSign Delivery Method - DocuSign password?

When I set DocuSign as a delivery option in the Drawloop DDP, the user has to enter their password every time that they use that delivery method. Is there a way to configure this so that the user doesn't have to enter their DocuSign password?

380
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8 years ago
G
greg1
posted in DocGen for Salesforce
External Document HyperLink in Salesforce rather than storing document in Salesforce

Rather than physically storing a document in Salesforce (DDP Generated) is it possible to create a Hyperlink in Salesforce (Opportunity, Account and/or Contact Documents) to documents held on a local server. Thanks, Greg

30
S
8 years ago
V
vidya
posted in DocGen for Salesforce
The pause to edit feature is not enabled for your account

Hi,I am getting the below error and not able to find solution to enable this feature.Referred release notes: I created a custom setting for Loop settings- it didn't work.Can anyone please help me to enable pause to edit feature?Any kind of help would be appreciated. Thanks,Vidya

100
V
8 years ago

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