Review the following documentation:
Mass DocGen Packages
Reports and Mass DocGen Packages
Generates Documents from multiple records
Connected Apps and OAuth
The following Tab can be created using the Drawloop DocGen Button Wizard from the documentation above or the following steps below:
Items to be aware of:
1. Salesforce: Create Web Tabs
a. In Salesforce setup > Quick Find search Tabs
b. Navigate to 'Web Tabs' > Click 'New'
2. Choose the desired layout:
3. Define Content and Display Properties:
4. Configure the Mass via Report URL:
a. Examples: /apex/loop__masslooplus?&reportObject=OBJECT_API_NAME
Email configuration Options:
Salesforce Email requires a Contact field to be specified. Below are two options for sending Salesforce Emails with a ContactId in the report and without.
Note: Add the following parameter to the Tab URL to validate this requirement.
1. Add the following Parameter to the Tab URL: &contactfield=Contact
Salesforce Email Template
Salesforce Email using a Salesforce Email Templates require a specified Contact to send successfully with Email Merge fields. If able to have a Contact Id specified, follow the information below:
The Contact ID must be listed in the report and will be used as the Contact to Send to.
Note: Depending on the report structure and available fields, it may require a Salesforce Formula field to pull the Contact Record Id into the report. This is due to the report being viewed as an Excel/CSV output to grab the contact Ids.
Salesforce Email using a DocGen Email Template
Configure the DocGen Delivery Option:
This type of delivery configuration does not require the Contact Id on the report. The Template tags will fill based on DocGen relationships.
Configure User Experience with Additional Parameters: (Report Folder, Report, DocGen Package, Delivery Option, and AutoRun.)
1. DocGen Parameter Documentation: Button/URL Parameters
2. Folder & Report Selection: