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singhanubhavNewcomer

asked in Salesforce/Apex Toolkit

mhiggs2Newcomer

asked in Salesforce/Apex Toolkit

Promoted Integration Key

In a Salesforce to DocuSign integration.In admindemo.docusign.com/apps-and-keys, I created an app and integration key for use with a SF Partial sandbox. I went through the Go Live and promoted that IK to DocuSign Production, and am using it in SF Production environment. My SF Partial integration settings have not been changed and are still using the IK that has been promoted.Are the envelopes that are being generated via SF Partial, since it is using the same IK as Prod, being created with a monetary charge? I just looked at a new signed doc from SF Partial and it has the red Demo language in the upper right.

2 months ago

SubhajitNewcomer

asked in Salesforce/Apex Toolkit

Renaming the Template - Using ApexToolKit

While I am sending my template for the user to sign. I want the template name to be updated with Templatename _ Contactname or Id. I am trying to use the withName method from envelope but it is throwing me some error. Method does not exist or incorrect signature: void withName(String) from the type dfsle.Envelope. Current scenario :: I have my docusign template uploaded in docusign site and am using that envelopeId to get the template in my apex class. But while I send the template, I want the template Name to have templateName_ContactName.

2 months ago

Theresa JonesNewcomer

asked in Salesforce/Apex Toolkit

Apex: Field Update not happening based on envelope status in salesforce

I am sending document using apex. Sending and signing is happening properly also, document is attaching back to salesforce record once signing is completed by all parties.I also want to update field in salesforce record based on envelope status. Like this:Envelope status ='Sent' then Document__c.Envelope_Status__c='Sent'Envelope status ='Completed' then Document__c.Envelope_Status__c='Completed'.I am giving these conditions in code like below: myEnvelope = myEnvelope.withOptions( new dfsle.Envelope.Options( null, new dfsle.Document.WriteBack( recordId, dfsle.Document.WRITE_BACK_NAME_ENVELOPE_STATUS_PDF, true, false ), new Map<String, Map<String, Object>>{ dfsle.Envelope.STATUS_SENT => new Map<String, Object>{

2 months ago

MJTNewcomer

asked in Salesforce/Apex Toolkit

How to use the genAndConvertEnvelope endpoint with Apex?

We have a request to automatically generate a docusign gen template that contains merge fields from an opportunity then automatically send it.I found this video on YouTube https://youtu.be/cjOFo_j1PS0?si=FG-Sz0Qna9dUbfq5Which uses the genAndConvertEnvelope endpoint and provides a code example in the link but I’m new to Apex and stuck as to how to use the genAndSendEnvelope end point to go one step further and send the generated document via the api.Does anyone have any apex code examples they could share or any advice on how to do it please?I would like to do it with combination of flow and invocable apex where flow passes recordId, docusign templateId (with merge fields), recipient name and email as invocable variables to the apex class then use an at future method to make the callout to generate the document, create envelope, add generated document to envelope, set recipients and then send to recipient.Has anyone done something similar?https://developers.docusign.com/docs/docgensend-

3 months ago

MJTNewcomer

asked in Salesforce/Apex Toolkit

Use invokable Apex and Flow to automatically generate a gen template, add it to an envelope and send it.

I want to use invocable apex and flow to automatically generate a gen template, add it to an envelope and send it.Does anyone have any code snippets/examples they can share on how to achieve this?

3 months ago

etemkinNew Voice

asked in Salesforce/Apex Toolkit

Trouble with Send with DocuSign Apex action with Salesforce Flow

We have a record triggered flow that no user will be involved in. A web form will be coming in from our website and trigger the flow and if it meets certain criteria we want a DocuSign envelope to be sent to the two email addresses we have gathered in the process. Again, we will not have a user clicking a button or interacting with the template/envelope at all.When I test my flow, I get no errors but I also cannot find the DocuSign envelope that was created. We are using the standard ‘Send with DocuSign’ apex action within the flow. Is there a way to troubleshoot the standard apex action?

3 months ago

Varsha PunjabiNewcomer

asked in Salesforce/Apex Toolkit

Unable to populate data on Docusign Template using docusign envelope action element in Omniscript

We have created Docusign template in Docusign Developer account and fetched this template in Salesforce Org via Omnistudio docusign setup. The latest template was fetched in Salesforce org, we have invoked this template for e-signature in Omniscript Using Docusign envelope action element and have also invoked the respective data raptor transform which should ideally dynamically populate the data in Docusign Template when the data label is same as data raptor Transform Docusign Output field. Currently the values from DR Transform are not populated though DR transform is returning the required data.

3 months ago

Community UserLegacy User

asked in Salesforce/Apex Toolkit

Ideas for how to determine the template selected in a DocLauncher?

Hi, so I am developing a DocLauncher with multiple templates that have slightly different intake forms but all launch the same workflow. Ideally, the workflow would select different branches of logic depending on which template was selected but in order to do so it would need to know which template was selected, the heart of the problem. I'm wondering if anyone has any ideas for tackling this problem?The brute force strategy would be to simply copy the workflow into different variants, one for each template/intake form, but this really increases cost of maintenance and developing new features. A slightly more elegant approach would be to refactor common parts of the workflow into "component" workflows but there's only so much that can be componentized and it's a non-trivial amount of work I'd like to avoid if possible.

5 years ago

Community UserLegacy User

asked in Salesforce/Apex Toolkit

When using the API to fetch document history information, how can we choose a specific document?

We are fetching history information for contract packages on a given quote. We are using the path to get to the contract package and that path is pretty standard. The issue is, some quotes may have more than one contract package. This could be for any number of reasons. In those cases, we end up with Q-#####_FinalPackage.pdf, Q-#####_FinalPackage (1).pdf, Q-#####_FinalPackage(2).pdf and so on. The path will always pick, Q-#####_FinalPackage.pdf (the first one generated), and we need, Q-#####_FinalPackage(2).pdf (the most recent one generated). The developer I'm working with is not sure how to go about doing that. Can we use a wildcard in the path or something else along those lines? Is there some other way to do this?Thanks!

5 years ago

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