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DocuSign Apps Laucnher - DocuSign Records Migration

Forum|Forum|2 years ago
August 12, 2024
6 replies
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Hi,

I migrated my DocuSign Records using the migration tool. However, it says it only migrates those that are Completed, Voided or Declined. How do I get the ones that are in the Sent Status over to the new DocuSign Status object for Apps Launcher?

Best answer by Christopher.Alpizar

Hello @etemkin,

Thank you for reaching back. I apologize for any inconvenience this might cause you, after review there is no option to achieve this, the limitation is set by design, this is because if an envelope is sent via Docusign for Salesforce and if they’re still in progress, any updates to those status records are occurring on the Docusign for Salesforce version of the records. This means that envelopes sent via Docusign for Salesforce cannot update the records. However, any feedback that can improve our users’ experience is always more than welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

C

Christopher.Alpizar

Docusign Employee

Hello @etemkin,

Thank you for reaching out here, I appreciate you bringing your question to this Community.

I apologize for any inconvenience this might cause you, to better assist you could you provide the current version of the Salesforce package that you are using?, Docusign for Salesforce - What Version of Docusign eSignature for Salesforce Am I Using?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

E

etemkin

Author

Active Voice

Hi, I am using version 6.5.1 of DocuSign Apps Launcher.

C

Christopher.Alpizar

Answer

Docusign Employee

Hello @etemkin,

Thank you for reaching back. I apologize for any inconvenience this might cause you, after review there is no option to achieve this, the limitation is set by design, this is because if an envelope is sent via Docusign for Salesforce and if they’re still in progress, any updates to those status records are occurring on the Docusign for Salesforce version of the records. This means that envelopes sent via Docusign for Salesforce cannot update the records. However, any feedback that can improve our users’ experience is always more than welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

E

etemkin

Author

Active Voice

So we will need to have the two DocuSign Status objects on the page layout forever in order to get to the few records that were in ‘Sent’ Status at the time of migrating? If we uninstall the Legacy DocuSign, would those ones that never moved over (even after being completed) be deleted as well? I can’t believe this is by design to have the ability to loose records.

C

Christopher.Alpizar

Docusign Employee

Hello @etemkin,

Thank you for reaching back, if you uninstall the package, will meant that you will be deleting the legacy status objects, including Docusign Status and Recipient Status objects, in this case, you will need to keep the legacy package installed if you intend on continuing to update legacy status records. Now, you don’t need to keep the legacy status on the page layout, but at least you will need to keep the legacy package installed until you are sure that you have everything you need before you uninstall the package.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

C

Christopher.Alpizar

Docusign Employee

Hi @etemkin,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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

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