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I am trying to initiate a CLM Workflow from a Salesforce Flow. I am able to initiate the workflow from Flow, but am unable to figure out how to pass a recordId. 

I see that the Salesforce Flow Action “Start DocuSign CLM Workflow” which calls DFSLE__CLMWORKFLOWREQUEST expects a Salesforce recordId because it fails when I put a random string of text or a Docusign ID with the message “An Apex error occurred: System.StringException: Invalid id: cxxxxx” and succeeds when I populate the field with a valid SFID.

I see that I am initiating a workflow in Docusign CLM as I get a record of the workflow’s execution.

But I can not access the recordId in the workflow.

I have tried creating variables with all sorts of name to see if they are populated, but none of them work. (recordId, Record_ID, SalesforceID, id, userId, accountId, contactID etc...)

Does anyone know how I can access this record id from within SF?

Thanks

Gretchen

Hello ​@RufusJ 

Welcome to the DocuSign Community!

Usually, the Salesforce record ID comes from Salesforce itself when initiating the document generation. The standard approach is to link a text field in the DocuSign CLM intake form to the Salesforce field called "Record ID". Once that’s done, you can reference this field inside the workflow as needed.

Simply put: The record ID is passed from Salesforce into DocuSign CLM during the initiation process and should be captured through a mapped field on the intake form.

Thanks!

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Thanks Pawan.

I am familiar with how to initiate a CLM workflow and pass the record id using an intake form and accessing it from TemplateFieldData in Params in the workflow.

I think I wasn’t clear in my question. I am initiating a Docusign Workflow from a Salesforce Flow using the invokable Apex action mentioned above. The invokable action (which comes with Docusign for Salesforce) has an input of Salesforce RecordId, but I am unable to use this in my Workflow that does get called from the flow. 

I’m assuming there must be a way to capture that recordId in the workflow if it is recognized in the invokable method. 

 

 

After much back and forth and my manager exerting some pressure, I did get a response from Docusign on this one. To get this Salesforce Flow Action to pass a Record.Id so that Docusign will make it available in the resulting workflow you need have a variable in the workflow called Params and it has to be of type Custom XML and the checkbox “Kick-off workflow with this content (Incoming Content)” must be checked. See the screenshot below.

I’m hoping that the help article will be updated to contain this information. I hope that the screen shot indicating that one can input the {!Account.AnnualRevenue} instead of the recordid is removed as well. 

 

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