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Question

Confirmation that Send With DocuSign in a Salesforce flow works

  • 18 July 2024
  • 0 replies
  • 31 views

Hi team,

 

I have a Custom button calling screen flow in Salesforce. The flow is setup to “Send with DocuSign” as per below: 

 

I have quite extension Screen documentation for errors, and the flow completes successfully:

The envelope (related to the ID I’m using above) works when I execute it directly - however, when the flow completes, I don’t get any errors, it completes, but the Envelope is not sent. 

If I edit the envelope template ID slightly, the flow fails - so I knwo the ID is correct… Similiarly, I know the correct object is being sent through…

Is it possible to get any feedback from the APEX action so I can tell if it worked or not. As you can see the flow is designed to create an object to hold all the responses from the docuemnt - but otherwise its pretty straight forward. I can use this object to track a status if one exists! 

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