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Hi,

Is it possible to trigger events based on a specific recipient signing the envelope (DocuSign eSignature for Salesforce)?

Example: Contract goes to two people a) Client b) Sales Manager

Update a salesforce field as soon as the client signs, even though the envelope is not complete. 

I tried with a salesforce record triggered flow to see if there is any update to the DocuSign Recipient Status record. And a decision to check the Routing order and the Status. So that, I can perform my logic to update the field based on the decision outcome.

But somehow it does not work. 

Can anyone please help me on this? Appreciate your support on this. 

Thanks!

Hello @Alekhya Arigela ,

Welcome to the Docusign Community and thank you for posting your concerns!

What package and version of Docusign are you using? Quick finds > Installed Packages.

Also, to see if I understood, you want a field in a Salesforce record to update before the document is completed and to remain that way, is that correct? Do you need the signer to complete their signing part (not the entire envelope but their part)?

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi @nathaly.monge 

Thanks for you response.

The package being used is DocuSign Apps Launcher and version is 6.4.

Yes, once the first signer (1st order recipient in the signing order) completes their part, I need a salesforce record field to get updated. 

I figured out the issue with my Salesforce record triggered flow on DocuSign Recipient Status object. When I tried with the flow triggering condition “when a record is updated”, the flow is not getting triggered which is somehow strange. Then I tried with “when a record is created or updated” which is working.
But still the flow is triggering multiple times for all the child DocuSign Recipient Status object records (related to the parent DocuSign Status object) even though only one child record is modified. I fixed this by using a decision check on Status field in DocuSign Status object along with the other checks on Routing order, status fields in DocuSign Recipient Status object. 



Best Regards,

Alekhya Arigela

Hello @Alekhya Arigela ,

Thank you for reaching back.

You are on the right track with attempting to use Docusign Recipient status, you could leverage a flow based on updates to the Recipient Status object >> dfsle__Status__c and dfsle__RoutingOrder__c fields. However, it's not something that DAL does out of the box, so it's outside of supports scope to help implement a workflow like this, but it's definitely possible. My apologies.

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello ​@Alekhya Arigela,

If you found my response to be a useful solution to your issue, please select “Best Answer” to make it easier for other users to find.

 

Best regards,

Nathaly | Docusign Community Moderator

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