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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 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.



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, 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.


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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