Gotchas about Drawloop that are not specified in their documentation and that I only find out through support tickets. So I'm writing them up here so everyone can know about them.
You have a signature set up on the user Setup. Salesforce does not send that signature on a regular template email (see Emails), so you have to make a signature on the email template. Even though Drawloop uses that regular email template to send the email, as far as Salesforce is concerned it is not an email template so it add the signature. You end up with two signatures. So therefore you would have to have 2 templates - one that you send via regular Send Email method, that has the signature on the template, and one that is used for sending via Drawloop that does not have the signature (or do some funky conditional formatting to know if it is being sent from Drawloop).
However - these two emails will not look the same when they land in the recipients inbox - due to the 600px wide email problem outlined in Emails. The drawloop one will have the email signature left aligned. The Email one will have the signature within the 600px email body.
See the help documentation here
I have created the button URL as below - using the button configurator.
/apex/loop__looplus?sessionId={!$Api.Session_ID}&eid={!Opportunity.Id}&accountId={!Opportunity.AccountId}&filter={!Opportunity.ShowDocs__c}&filterType=contains
I have entered the filter of in Voucher, Terms or Status in each of the three DDP records
I expect that IF DocStatus__c is Terms;Status or Invoice;Terms or Terms that this DDP would be available.
I have checked that the SOQL query using Contains (Like in SOQL) works and returns records when the ShowDocs__c value is "Terms;Status"
SELECT id FROM Opportunity WHERE ShowDocs__c LIKE '%Terms%'
However, the LOOP button will NOT show me this document unless ShowDocs equals exactly "Terms" it will not show this document if ShowDocs contains Terms in any other combination.
I have tried various combinations
Invoice Terms
Invoice, Terms
Terms Invoice
Terms, Invoice
Terms;Invoice
Nothing except Terms on it's own will work.
"Invoice" OR "Invoice;Terms" OR "Terms;Invoice"
Terms Invoice;Terms Terms;Invoice
So here's another thing that I learned the hard way this week. You can NOT send two different documents out together if they are of different types. Eg, I have an Invoice and an Excel Schedule I want to send. The invoice is a word file that sends as a PDF. There is no option to have the email send as the document type you want it to - why isn't this a setting on the Document List - why isn't there a default delivery type on the document list along with all the other options, then the Document Output Type on the Delivery option could be Default. There is only Original, PDF as delivery options, and the delivery options affect ALL documents in that delivery.
So, the work around that they gave me is to create the Invoice as a PDF template - nope nope nope! That is not a valid work-around. I don't have full version of acrobat, and I don't even know if you can tag a PDF to do multi lines. Not cool.
Well this one is SORT OF documented - if you read EVERY part of the documentation.
The checkbox Allow Subject and Email Changes only works if you use SMTP email delivery.
You can see that the checkbox is mentioned on this article on SMTP but not on this article on using Salesforce Email yet the checkbox is visible in both cases.
Here is the help docs for Outbound Messages http://help.nintex.com/en-US/docgen/docservices/#Services/manageDDP/AutomatedDDPs.htm?
OK, I had a HEAP of issues trying to get Outbound Messaging working. It turns out you need to be really really really specific.