In Salesforce Setup, navigate to Manage Users > Profiles or Permissions sets Click the name of your desired Profile or Permission Set Further down the page click on Custom Setting Definitions Click the Edit button Locate and add the Loop.Nintex DocGen option
- In Salesforce Lightning, click > View All > Visit AppExchange. The AppExchange Home screen appears.
- Type Nintex Drawloop DocGen in the Search AppExchange field and select Enter.
- Select and download the Nintex Drawloop DocGen app.
What kind of updates does Nintex perform for drawloop?
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.
How does docgen work with drawloop?
Nintex Drawloop DocGen gathers your data from Salesforce and incorporates it into the documents in your DocGen Package. You'll find the following tabs in your DocGen Package:
What is docgen package in Salesforce?
Once you create a DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate. , upload a template or documents to the package, and customize your delivery or storage method for your documents. See DocGen Packages to learn how to create one.
What happened to drawloop docgen Lightning component in Salesforce mobile?
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.
DocGen Engine release 16.7: 27 July 2020
Resolved an issue that caused an error to appear on the Select DocGen Package, but did not prevent initiating the DocGen process.
Previous releases
Upgraded to using Salesforce API version 47. This upgrade grants us access to more objects and fields within in Salesforce, allowing for their data to be used in DocGen Packages.
What is changing?
In 2017, Adobe announced the End of Life plans for Adobe Flash. Multiple web browsers have announced that at the end of 2020 they will be removing support for Adobe Flash (Chrome, Firefox, Microsoft Edge , Safari). You will need to upgrade to the latest version of Nintex Drawloop DocGen to maintain full functionality.
What does the removal of Flash support mean for Nintex Drawloop?
Flash is utilized when navigating to Drawloop in Salesforce Classic, where it is used only for the management of Document Package templates including features for:
What should you do?
Please upgrade to the latest version of Nintex Drawloop DocGen to maintain the ability to manage DocGen package templates. The Drawloop team has been working on a new and improved interface for Salesforce Lightning, named Lightning Experience DocGen Package Designer (LEDD) that does not rely on the use of Flash for template management.
What else can you tell me about LEDD?
The LEDD interface was first released in Nov 2017 in Drawloop DocGen version 15.0 and is available only in Salesforce Lightning. LEDD is a User Interface (UI) and Experience (UX) refresh, every effort has been made to not alter the underlying data model and configurations of DocGen Packages.
What will Partners need to do?
We are sending notifications to all Customers and Partners regarding the End of Life for Flash. We recommend you follow-up with your Nintex Drawloop customers and upgrade them to the latest version in your or your customer’s Sandbox or non-Production org as soon as possible to test any Drawloop implementations.
How can I get more information?
Nintex Community Post with the introduction of, and additional information for, LEDD:
Frequently Asked Questions (FAQ)
No, Flash is only used for DocGen Package management, specifically with your templates.
Release 1.10.4: 3 March 2020
Our Nintex Workflow Lightning Component will no longer cause other Lightning Page Components to collapse or disappear.
Previous releases
Updated the Free Trial form for users that are new to Drawloop DocAutomation and Nintex Workflow Cloud.
