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Hi all,
We are actively using DocuSign and have an issue using Generate Agreement with Docusign action in flow. We need to generate a document using Gen Template, since we need to dynamically populate a table with the child object records information, and then send it using Envelope Template in the background when record status is changed. That's why we use flow and actions. We did it as described in the documentation: https://docusign.my.site.com/s/document-item?language=en_US&bundleId=izj1586134369853&topicId=fvj1713565839079.html&_LANG=enus, but it's not working, nothing happened. The Send With DocuSign action on the other side is working fine and sends an envelope. What can be the reason for this issue? Maybe we missed some configuration on template or something like that?
Generate Agreement with Docusign Action in Salesforce Flow is not working
+1- Newcomer
Best answer by JonGarnicaIzco
Hello
Just found out what they were referring to with the English issue. You need to put dfsle__templateLocale__c = English (United States) and dfsle__templateLocaleCode__c = en_US (Important the upper case when needed).
When you change that in your Gen Template and then use the apex-dfsle__InvocableDocumentGenerationRequest using the correct source id and template id (initially the Template ID record was blank, so I had to manually use the Salesforce Inspector and assign the record ID to the Template ID field, pretty weird, but whatever).
With all that configuration, when executing the flow, it takes 5-10 second, but then when you access your Salesforce object and check the files section, it appears the template generated.
Hope it helps!
Jon
+1- Docusign Employee
Hi Andrii,
We had an issue where when the Gen Templates has “locale setting” other than English , it is throwing an exception.
This bug is getting fixed and will be released as part of next version
The workaround is:
Edit the Gen Template referred in the Flow and in the “Add Fields” step at the bottom of the page change the locale to a specific one, such as English (United States) or English (United Kingdom) and save the template. It should resolve the error
+1- Newcomer
Hi Lakshmi,
Thank you for your answer. I changed locale to English (United States) from Generator's Locale, but unfortunately it’s not fixed the issue. Still document is not generated.
+1- Docusign Employee
Hi Andrii,
We recommend opening a support case as Salesforce specialized Team can check the logs and can take a closer look. 👉 Open a Support Case
Thank you
Lakshmi
- Newcomer
Hi Andri,
We are using DocuSign and are facing the same issue as yours, tried changing the locale but did not fix the issue. Did it get resolved for you?
- Community Moderator
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
I’m sorry to hear that the issue is still not resolved. To further check about this behavior, we recommend that you create a support case so it will be routed to the right channel to help you with this matter.
Thank you and have a great day!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
- Community Moderator
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
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Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
+1- New Voice
- Answer
Hello
Just found out what they were referring to with the English issue. You need to put dfsle__templateLocale__c = English (United States) and dfsle__templateLocaleCode__c = en_US (Important the upper case when needed).
When you change that in your Gen Template and then use the apex-dfsle__InvocableDocumentGenerationRequest using the correct source id and template id (initially the Template ID record was blank, so I had to manually use the Salesforce Inspector and assign the record ID to the Template ID field, pretty weird, but whatever).
With all that configuration, when executing the flow, it takes 5-10 second, but then when you access your Salesforce object and check the files section, it appears the template generated.
Hope it helps!
Jon
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