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Nintex Drawloop DocGen for Salesforce - Archived Release Notes

Release Notes for our most recent updates can found on the Nintex Drawloop DocGen for Salesforce Release Notes page. 

Archived Release Notes for Nintex Drawloop DocGen for Salesforce

 

May 20, 2019 - Salesforce Package 15.7

Released May 20, 2019

 

Lightning Experience DocGen Package Designer Updates

  • You can now create Apex relationships in LEDD. Order By, Filtering, and Group or Hierarchy repeat by options are not currently support in this first release of Apex relationships.

  • Uh, dragging to sort templates had a slight malfunction. We're fine. We're all fine here, now, thank you. How are you?

  • Clicking the pencil icon to configure Ad Hoc document settings will actually put this control in Edit mode. 

  • The "Add Delivery Option" button is now disabled for brand new DocGen Packages when configuring the Delivery tab.

  • Both options for the "Make DocGen Package Available On" filter are selected by default when creating new DocGen Packages.

  • The DocGen Progress Steps indicator card will now transition more smoothly once all steps are completed.

  • A special animation will display when creating your first ever DocGen Package in LEDD. Keep an eye out for our celebration of you!

 

Updates

  • The "Connect Production Edition" button has been removed from the DocGen Admin Home > Configuration > Editions for Sandbox installations. We removed this feature as it is no longer required following our September 2018 update that provides all Sandbox will have access to all Enterprise features, but are limited to a total of 200 automated and 200 non-automated DocGen Runs per day. 

  • The user experience for scenarios involving iPads and Salesforce Lightning Console should be more seamless when running a DocGen Package using a DocuSign delivery option that has "Signing Preview & Edit", or "Embedded Signing" enabled.

 

Bug Fixes

  • Resolved an issue from our last release where Orgs with no value set for the Country address field on the Setup > Company Profile > Company Information page caused an error on the DocGen Admin tab.

  • The "Back to" links will now all display the correct ⪻ icons when running Mass DocGen packages

  • Resolved an issue that required DocGen Admins to authorize each time they visited certain pages on the DocGen Admin tab. In some cases you may need to authorize one last time, but no longer every time.

 

May 1, 2019 - DocGen Engine 15.5

Effective May 1, 2019 at 6.30a Pacific

 

Updates, Bugs, & Other Fixes

  • DocuSign Delivery options with an Editor signer type will no longer error if a blank recipient exists with a lower Signing Order than exists for the Editor.

  • Running docgen packages using the "Test - Download" delivery option in the Test DocGen Package Component will no longer perform Insert-Updates if the the setting is set to "None".

  • Migrating Scheduled DocGen Packages with a delivery option configured for the Scheduled Delivery Option setting will no longer result in an error.

  • Resolved an issue that caused some Right to Left text to be merged incorrectly into documents. Specifically in this fixes parentheses "( )" that should be placed correctly into documents as intended. 

 

April 22, 2019 - Salesforce Package 15.6.1

Released April 15, 2019

 

Bug Fixes

  • Resolved an issue from our last release where Orgs with no value set for the Country address field on the Setup > Company Profile > Company Information page caused an error on the DocGen Admin tab.

 

April 15, 2019 - Salesforce Package 15.6

Released April 15, 2019

 

Lightning Experience DocGen Designer updates

  • Attachment and Salesforce File storage location delivery methods can now be added to previously created non-attachment Delivery Options.
  • Updated the width of the Order By > Field option when creating / editing relationships to visually match the rest of the form it is contained in.
  • For DocGen Packages with a starting object that is disabled, such as Quotes or Orders, we now place them in a view only mode with appropriate messaging to the DocGen Admins. Because the starting object is disabled, we lock down editing to prevent errors or issues with the DocGen Package.

 

Updates

  • The labels for the Adobe Sign delivery have been updated to "Adobe / Nintex Sign" to reflect our new DocAutomation offering that includes Nintex Sign powered by Adobe Sign

  • The Lob delivery option has been deprecated, you can no longer create new Lob delivery options, or convert a previously non-Lob delivery option to Lob.

 

Bug Fixes

  • Resolved an issue that prevented generating documents with the Drawloop Lightning Component in Salesforce Lightning Communities that have a custom domains. 

 

April 3, 2019 - DocGen Engine 15.4

Effective Apr. 3, 2019 at 6.30a Pacific

 

Updates, Bugs, & Other Fixes

  • oAuth is now supported for Outbound Messages when using Automated DocGen Packages

  • More than two (2) font decorations (bold, italic, underline, etc.) and a color applied to text in a Rich Text Field will no longer prevent the font color from being applied to the content in your final generated documents. 

  • The "Remove Instance Names From URLs for Visualforce, Community Builder, Site.com Studio, and Content Files" critical update will no longer cause Scheduled Report docgen package runs to result in an error.

  • Component Groups within a table with the "Delete Empty container if empty" option enabled will no longer result in an error.

 

March 26, 2019 - Package 15.5

Released Mar. 26, 2019

 

Lightning Experience DocGen Package Designer updates

  • Minor cosmetic and label changes to menu items in LEDD, specifically:
    • Changed "Top Level" to "Relationships from Other Objects"
    • Changed the "Delete" to "Remove" in a few spots
    • Add the Trash icon to the "Remove" option, and the Pencil icon to the "Edit" option, for Document Template menus
    • Changed the checkbox toggle to a checkbox for the "Convert Word Fields to Text" Delivery - Output Details option.
  • You can now view details for Broken Relationships, allowing the opportunity to view it's configuration before deleting it so that you can start re-create another (better) relationship appropriately.

 

New Features

  • Introduced new components to use run a docgen package with Salesforce Process Builder and Flow Designer.
  • Added support for Editor type recipients for DocuSign Delivery options.

 

Updates, Bugs, & Other Fixes

  • The CC and BCC fields will one display in the Lightning Component for Email and SMTP delivery options.
  • Security Fixes

 

March 13, 2019 - DocGen Engine 15.3

Effective Mar. 13, 2019 at 6.30a Pacific

 

Updates, Bugs, & Other Fixes

  • DocuSign Delivery options with an Agent signer type will no longer error if another blank recipient exists with a lower Signing Order than exists for the Agent.
  • Added a new error for Unrelated Data Relationships for cases where at least 1 filter is required.

 

March 6, 2019 - Package 15.4

Released Mar. 6, 2019

 

Lightning Experience DocGen Package Designer updates

  • Salesforce Email delivery methods can now be added to delivery options with an already configured storage location.
  • Creating new delivery options to store documents to Attachments or Salesforce Files (depends on DocGen Admin setting) is now supported.
  • Folders are now supported for DocGen Package templates stored in Salesforce Files.
  • Filtering is now supported for Stand Alone Data relationships, and child relationships from the DocGen Package starting object.
  • You can now edit the settings for Ad Hoc files.
  • Added helper text when viewing the settings for Ad Hoc files.
  • The "DocGen Package Button Wizard" button has been removed from the DocGen Package list view in Lightning.
  • Clicking the pencil icon or double clicking a field in the Microsoft Edge browser will no longer surface an error.
  • When creating a new DocGen Package, after saving the details the DocGen Package name is now displayed in the browser page title.
  • "Microsoft" has been removed from some labels in LEDD. Not that we don't love Microsoft, we really do, we need the space to accommodate some other text and give the UI some breathability.

 

Updates, Bugs, & Other Fixes

  • Security Fixes

 

February 19, 2019 - Package 15.3

Released Feb. 19, 2019

 

Lightning Experience DocGen Package Designer updates

  • Creating Salesforce Email delivery options is now available.
  • It is now possible to edit delivery methods for Salesforce Attachment or Salesforce Files storage locations.
  • When a DocGen Package has no templates added, the "Add Template" was clickable but did nothing. Instead we've disabled the button until at least 1 template has been added to your DocGen Package.
  • DocGen Packages created for Custom Objects will now display that object's label instead of its API name.
  • We no longer allow you to unintentionally create Stand Alone Data relationships four (4) levels deep. While it was possible to create this in in a DocGen package, data for the fourth level would not have surfaced in your generated documents.
  • DocGen Package Limit Availability options have been corrected. The options for this setting apply filters when generating documents under different experiences, namely single record vs mass (multiple record) views.

 

Updates, Bugs, & Other Fixes

  • Added support for Lightning Console using the classic run experience from a button.
  • The Log a Case button on the DocGen Admin Home Page has been updated to direct customers to https://customer.nintex.com, the Nintex Customer Central portal to help you manage cases and product subscriptions.
  • In the event an error occurs when loading the DocGen Admin tab, we made adjustments such that not all of the options for this tab area unusable, and we not display more appropriate and helpful error messages.   
  • Security Fixes

 

February 11, 2019 - Package 15.2.2

Released Feb. 11, 2019

 

Updates, Bugs, & Other Fixes

  • Resolved an error that prevented users from loading the docgen interface in a Lightning Community.  
  • Selecting an attachment in the Lightning Component will not longer cause the browser to freeze following the Salesforce Spring '19 release.

 

February 6, 2019 - DocGen Engine 15.2

Effective Feb. 6, 2019 at 7a Pacific

 

Updates, Bugs, & Other Fixes

  • Unordered lists will no longer display a ? or  ⃞ symbol for each list item in web-based or modern desktop email clients when using our Email Merge feature. Note: ? or other icons may appear still appear in older desktop based clients due to lack of support for the appropriate unordered list symbols.
  • Removed support for Salesforce Files sync with Pause to Edit. Any DocGen settings currently configured to use Files Sync on the DocGen Admin > Settings page will now default to the Upload option. File Sync support was removed following Salesforce retiring Files Sync on May 25, 2018.
  • Fixed an issue with dynamic hyperlinks for certain rare hyperlinks in Word.
  • Corrected an issue that sometimes prevented strikethrough content in Rich Text fields from accurately shown as strikethrough in generated documents.
  • Added a new error message in case where a template file could not be retrieved during the docgen process.

 

January 26, 2019 - Salesforce Package 15.2

Released Jan. 26, 2019

 

Lightning Experience DocGen Designer updates

  • Added the ability to edit Salesforce Email delivery methods.
  • You can now use drag and drop to sort document templates under the DocGen Package > Template tab.
  • We no longer let you save invalid queries for SOQL relationships.
  • Implemented X-ray vision to catch menus in the Relationship Forest that were hiding behind trees (aka other Relationships).
  • In app helpful guides for the Lightning Experience DocGen Designer are coming.

 

Updates, Bugs & Other fixes

  • Community users generating documents via a button should longer get an error when attempting to download the final output files. 
  • Popup blockers should no longer prevent users from download generated documents when using the processDdp component.

 

January 25, 2019 - Salesforce Package 15.1.3

Released Jan. 25, 2019

 

Updates, Bugs, & Other Fixes

  • Resolved an issue where some users were presented with a blank white page after running their docgen package.

 

January 22, 2019 - Salesforce Package 15.1.2

Released Jan. 22, 2019

 

Updates, Bugs, & Other Fixes

  • Users on a Salesforce Platform license generating documents in Salesforce Lighting using a button are now be able to select a Contact recipient using the "To:" field on the email preview screen.
  • Resolved an issue that prevented some users from configuring a DocuSign Third Party Integration with SOBO (Send On Behalf Of) enabled.

 

January 16, 2019 - Salesforce Package 15.1.1

Released Jan. 17, 2019

 

Updates, Bugs, & Other Fixes

 

January 16, 2019 - DocGen Engine 15.1.1

Effective Jan. 16, 2019 at 3p Pacific

 

Updates, Bugs, & Other Fixes

  • Empty elements such as paragraphs or list items will no longer always be removed from generated document if the "Delete Container If Empty" setting for a Component Group is enabled. For more information on this feature, see our help documentation for Remove empty spaces from output documents.

 

January 14, 2019 - Salesforce Package 15.1

Released Jan. 14, 2019

 

Updates, Bugs, & Other Fixes

  • Correct an issue that prevented some users from for being able to send generated documents via Salesforce Email or SMTP.
  • Embedded Signing for DocuSign delivery options will once again work for users on an iPad. 

 

January 9, 2019 - DocGen Engine 15.1

Effective Jan. 9, 2019 at 6.30am Pacific

This release is a backend update to our DocGen Engine. 

 

Updates, Bugs, & Other Fixes

  • Automated DocGen Packages that include Salesforce Reports are now supported in Salesforce Lightning. 
  • DocGen Packages that include template documents stored in Office 365 will once again work when generating documents with our Lightning Component.
  • Retrieving template documents stored in Veeva Vault is now supported with the latest versions of the Veeva Vault API.
  • The feature to remove empty spaces in generated documents if a Component Group is dynamically filtered out was misbehaving, it has been shown the error of its ways and will now correctly delete list items or paragraphs as it was intended to. If you are new to this feature you can read more about here: Remove empty spaces from output documents.
  • Embedded Signing for DocuSign delivery options will once again work for users on an iPad. 
  • Error message improvements:
    • Added a new error in the event that data replication would cause the output file to exceed maximum file size limits. 
    • Added an error message for scenarios when template documents can not be downloaded from Salesforce.
    • Corrected the error code that is displayed in cases where a DocGen run is initiated but the Nintex Drawloop DocGen app has been uninstalled.

 

December 21, 2018 - Salesforce Package 15.0

Released Dec. 21, 2018

This release is an update to the Nintex DocGen for Salesforce package.

 

Updates, Bugs, & Other Fixes

  • The new Lightning Experience DocGen Designer is available as a beta release. DocGen Admins can enable the new Designer on the DocGen Admin Home page. Enabling the new Designer with sign you up for beta program, terms the program can be found here: https://community.nintex.com/docs/DOC-7062.
  • Running a DocGen package with the prodessDDP component in IE11 and Edge works again.

 

December 14, 2018 - Salesforce Package 14.11

Released Dec. 14, 2018

This release is an update to the Nintex DocGen for Salesforce package.

 

Updates, Bugs, & Other Fixes

  • For sandboxes of organizations created after the Salesforce Winter '19 release, or if the "Stabilize the Hostname for My Domain URLs in Sandboxes" Critical Update is in enabled in pre-Winter '19 sandbox orgs, redirects on document generation completion will no longer take users to the login page.
  • Component Groups connected to multiple DocGen Packages should no longer error when attempting to load the Component Group.
  • Users assigned the DocGen Admin or DocGen User permission set from the User's details will now show up on the DocGen Admin > Users Permissions page.

 

December 5, 2018 - DocGen Engine 15.0.1

Effective Dec. 5, 2018 at 6.30am Pacific

This release is a backend update to our DocGen Engine. 

 

Updates, Bugs, & Other Fixes

  • Unordered lists in rich text fields should no longer result misaligned bullets in generated documents.

 

November 7, 2018 - DocGen Engine 15.0

Effective Nov. 7, 2018 at 6.30am Pacific

This release is a backend update to our DocGen Engine. 

 

Updates, Bugs, & Other Fixes

  • Using the "Specify credential for Send On Behalf Of" Authentication for DocuSign will no longer result in all envelopes being sent as the DocuSign user specified in Third Party Integrations. 
  • Ordered lists from Rich Text Fields will once again have their numbers in the correct sequence in document generated.
  • SMTP delivery options configured for "PDF & Originals" output should no longer result in corrupted original output documents.
  • Optimized how folders are stored to Box. DocGen runs should see faster performance in cases where your Box account may have many folders with the same name. 
  • Optimized how we retrieve information for Objects in Salesforce.
  • The LOOP delivery option is being discontinued. Delivery options that are configured to use LOOP will display a message indicating the feature is no longer available. 
  • Sending generated documents to Lob is being discontinued. Delivery options that are configured to use Lob will display a message indicating Lob is no longer available during DocGen Package runs. 
  • Security Fixes

 

November 1, 2018 - Salesforce Package 14.10.4

Released Nov. 1, 2018

This release is an update to the Nintex DocGen for Salesforce package. 

 

Updates, Bugs, & Other Fixes

  • The Nintex DocGen for Salesforce Lightning Component will no longer stall at 0% when attempting to generate documents.
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