Skip to main content
arrow-left Back to Docusign.com
Solved

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

C
Docusign Employee
Forum|alt.badge.img

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.

Best answer by Community Expert

Maybe not. Caveat, I have not tried this before, so proceed with caution.

If possible to determine what template you are generating from the users selections, defaults, or ETLs you could in theory use the conditionals to suppress and expose the appropriate value.

View Original
Is this content helpful?

5 replies

C
Docusign Employee
Forum|alt.badge.img

The only real way to do this at present is to hard-code a hidden text field on the template with the designator value.

C
Docusign Employee
Forum|alt.badge.img

Zakee is right, you'll have to hard-code a field on the Document Generation form.

C
Docusign Employee
Forum|alt.badge.img

Thanks for the feedback, guys. This is actually the solution I arrived at independently as well, although it's not without its drawbacks. It means you have to makes copies of intake forms that might otherwise be reusable, but better than nothing I guess. Thanks!

C
Docusign Employee
Forum|alt.badge.img

Maybe not. Caveat, I have not tried this before, so proceed with caution.

If possible to determine what template you are generating from the users selections, defaults, or ETLs you could in theory use the conditionals to suppress and expose the appropriate value.

C
Docusign Employee
Forum|alt.badge.img

I like it, that's an interesting idea. I'm not sure if it will work in this situation but it's something to keep in my toolbox.

Reply


Most helpful members this week

Code of Conduct

Docusign Community

Code of Conduct