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We have a use case where, when a contract end date is updated, we create new reminders based upon that new contract end date.  We have no way to delete reminders associated with the old contract end date.  The Delete Reminder step doesn’t work because we don’t know the old contract end date after it has been changed.  There are a couple enhancement possibilities that could alleviate our pains in this area:

  • Create a new workflow step “Get Reminders” or
  • Allow us to create a JWT so that we can call the CLM APIs using the HTTP Client workflow step.  Currently, we can use the HTTP Client step with a JWT, but once the JWT expires, we have no way to retrieve a new JWT.
    • Create a new workflow step “Create JWT” or
    • Whitelist System.Security.Claims and System.Security.Cryptography C# namespaces so we can create a JWT in C#/expression builder.

The only solution I have come up with for this issue, is to have a separate service responsible for cleaning up these outdated reminders via the CLM API.  That seems like overkill and something that we should be able to automate within the platform.

IDK how to delete an idea but I think I figured this out.  I set the exp value in the JWT to a long time in the future.


Hello ​@johnfr,

Thank you for your valuable contribution to the Docusign Community! We greatly appreciate your Idea to help us improve our platform.

I apologize for any challenges you may have faced, but I'm glad to hear that you were able to resolve your issue. Please remember that we have not deleted your Idea, but instead, we've converted it to a Question. I encourage you to mark your response as the “Best Answer ✅.” This will help other users with similar problems and empower you to be a valuable contributor to our Community. Here are some Best Practices for reminders: Best-practice Guide. Let us know anytime if you need further assistance. Thank you and have a great day!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue


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