Page Comparison

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Prerequisite

• Have your basic word document created.
• Have your images created and your images set up in Salesforce like this in Salesforce - basically add a URL field to the Object you want the image to be on, and include in that field the URL to the publicly available image hosted in Salesforce documents. (Note, you do not have to do the convoluted method as described in the help document here http://support.drawloop.com/lds/document-help/word/images).
• Have your SMPT setup if you are going to use thatEmail Template created. 

Create the DDP - wizard

• DDP Tab > New
• Enter the details
  • Name - Certificate of Completion
  • Type - know that you can add more types by modifying the field, or choose Other and enter an Other value. 
  • Output filename - <<Campaign_Workshop_Name>> Certificate of Completion - <<Contact_DisplayName>>
    • Note Display Name in Contact is a custom field that joins the Salutation, First Name and Last Name, using the LocalName fields if they are filled in, otherwise the standard names. I always like doing a formula for scenarios like this, because you can then use it everywhere, and it's consistent, and you can change it only in one place. 
  • Object Name - Enrollment
  • Contact Selection Required.
  • Include Attachments - none
  • Set the security level (eg some documents may only be able to be created by specific users). 
• Next - add a delivery option
  • Salesforce Email
  • Document Storage - None.
    • Yes, you want to store the document, but I like to use Chatter rather than attachments.  
  • Document Output Type - PDF
• Next - Relationships
  • Related By - Enrollment
  • Relationship - Contact
  • Related By - Lookup
  • All the rest as standard. 
  • We need a relationship to Campaign also, but we will leave it for now and do it after the wizard is created. 
• Next - Edit
  • Type - Chatter Post
    • Subject - Certificate of Completion attached
    • Include DDP Output in Post
  • Type - Field Update
    • Enrollment
    • Certificate Sent Date
    • <<Today>>
      • This helps us when we send the document off automatically. 
• Next - Tag Documents
  • This is where you go through your Word document, and put in the correct fields. 
  • Be sure that Word/Powerpoint is chosen 
  • You can skip this screen for now, and come back to it later. 
• Next - Upload Documents
  • I like to skip this step for now, and go into the advanced settings. 
  • So just choose any file for now. 
  • Click Save. 

Advanced Setup

• Contact Selection Options - ISPICKVAL(Status,"Complete")Filter - Complete
  • This is a field on the Enrollment where we are only sending this document if the Status is Complete - we set this up on the Loop button. 
• Limit Deployment - Web
• Delivery Options - Email
  • Uncheck Wait for document to process
• Relationships
  • Add a Relationship to Campaign
• Document
  • Add the document to be sent by this DDP. 

Now the DDP is all set up to send the document via PDF. 

Don't set the italicised fields until after you have tested the DDP. 

Finalise Document

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• Insert all your fields using the Field Tagger http://support.drawloop.com/lds/document-help/field-tagger
• Insert dynamic images using the Field Tagger then choosing the Type of Insert as Image. 
• Use advanced Word field tricks for conditional fields (or put the conditions in your formulas in Salesforce) http://word.mvps.org/faqs/mailmerge/mmergeiffields.htm and http://support.drawloop.com/lds/document-help/word/conditional-text
• Apply formatting to fields in word if needed http://www.gmayor.com/formatting_word_fields.htm (but try formatting them in the field tagger first, or even create a formula field in Salesforce). 
• Know how to toggle fields on and off in Word http://mikefrobbins.com/2010/05/10/how-to-toggle-field-codes-off-or-on-in-word/

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Don't set the italicised settings until after you have tested the DDP. 

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The button generator does not add the image parameters onto the button URL, so you will have to add those manually.  

Add the button to the page layout

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• Note: use the exact API Name with SF in front of it - eg SFMyObject__c
• Not sure about images yet. 
• c 

Workflow

Ensure the workflow is only run if the Certificate Sent Date is blank AND the Status is Complete AND the workflow is set to "Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria". Therefore the certificate will only be sent once, because when we send the Document we get Drawloop to update the Date Sent.