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Nintex Drawloop DocGen for Salesforce Release Notes

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, see Install the app.   To get the latest version of the app, see Nintex DocGen for Salesforce on the AppExchange.  

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.

 

Releases

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.

 


Release notes archive

Please refer to the Nintex Drawloop DocGen for Salesforce - Release Notes Archive for previous updates. 

 

Please release refer to the Release Notes in our Help Documentation for updates prior to Nov 1, 2018.

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