Drawloop Notes

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.

Duplicate Signature Issue...

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.

Email Only Issue...

Drawloop is the only one that handles attachments well - giving the users the ability to add attachments from the record to include in their email.

So I want the users to have a consistent way of sending all communications to their client. Some communications are emails only and don't need an attachment. I don't want them to have to remember "to send the Quotation email click on the LOOP button - the Quotation email will be selected as default*. If after a few days you have had no response, send the Quotation Reminder email. To send the Quotation Reminder email click on the Send an Email Button buried all the way down in the Activities related list, then click Select Template, then choose the Quotation Reminder email".

That is the actual help text I will have to write, or I will have to create a button for every single email that they can send - some of which will go to LOOP and some which will go to the Email template. Either way it is not good user experience, and creating all the buttons is a lot of work and not easy for them to add new emails.

* This can be done with Drawloop button parameters - have a look at the Video here http://support.drawloop.com/lds/button-help/available-commands/

I have tried setting a DDP up that does not require attachments or does not have a file uploaded and I get this error: "This DDP does not have any files to use"

Note: There may be a fix for this coming soon! Yay! NO SIGN OF THIS FIX YET AND I DOUBT IT WILL EVER HAPPEN NOW THAT NINTEX OWNS DRAWLOOP.

SOQL

See the help documentation here

Filters

Filters are sooo powerful, and probably very underutilised because the new Nintex help documents are so basic.

Here's my real-word scenario:

I am trying to create a filterType with "contains" and it is not working as expected.
I have 3 documents that need to come from the one LOOP button (of course I could create multiple LOOP buttons but that defeats the purpose - I HATE multiple buttons, and the DDP page is quite good for choosing which document you want).
I want the three documents to be available depending on different stages of the Opportunity, combined with other values.
I created a text formula field (DocStatus__c) and have it return the following values depending on the status and other field values.

Invoice
Invoice;Terms
Terms;Status
Terms;
Status

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.

The response back from Drawloop support was surprising.

The button filter criteria is comparing the field value to the value in the DDP. So in this case it is checking if 'Terms Voucher' is contained in 'Terms'. So the button filtering method may not work for your use case

Wow! How is this not build to work like SOQL???!? Flabbergasted.

OK, I can beat this thing!

Here's how....

In the Filter in the DDP I entered\

"Invoice" OR "Invoice;Terms" OR "Terms;Invoice"

It worked!

I could have put

Terms Invoice;Terms Terms;Invoice

and it would have worked too . The filter fields ignore the "" and the OR but it just reads better that way.

Multiple Documents

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.

Allow Subject and Email Changes

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.

Outbound Messages Tricks

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.

You MUST name your field Drawloop_Next (Drawloop_Next__c) or Drawloop_Next1 etc - they at least do hilight this in the document.
You MUST use 15 character IDs for Deploy and DDP parameters
You MUST prepend the Object Name with SF and put the object name in lower case eg SFcontact
If you have to choose a Contact on your DDP you MUST include the Contact ID in the outbound message formula.
You MUST check Auto Send on your Delivery Option.