feat: update email intro text; allow up to 5 copies of Authorization to Release form; update flows and docs
This commit is contained in:
Paul Huliganga
parent
d88834926e
commit
06e2a14de5
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@ -364,7 +364,7 @@ After successful deployment, configure your Salesforce org:
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- **Error Message** — Error details if creation failed
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5. Save and test the flow
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> **Multi-copy dialog**: If you are using `Docusign_Envelope_Templates_V3`, the flow automatically detects when "Authorization to Release Information" is selected and displays a radio-button screen asking for 1, 2, or 3 copies before sending. No additional Flow configuration is required for this feature.
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> **Multi-copy dialog**: If you are using `Docusign_Envelope_Templates_V3`, the flow automatically detects when "Authorization to Release Information" is selected and displays a radio-button screen asking for 1–5 copies before sending. No additional Flow configuration is required for this feature.
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---
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@ -276,7 +276,7 @@ The following new elements were added to `Docusign_Envelope_Templates_V3`:
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| `Does_Row_Contain_Auth_Release` | Decision | Checks if the current row's `Name` contains `"Authorization to Release Information"` |
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| `Flag_Auth_Release_Selected` | Assignment | Sets `authReleaseTemplateSelected = true` when match is found |
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| `Is_Auth_Release_Selected` | Decision | After scan loop: routes to copies screen if flag is true, otherwise skips |
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| `Authorization_Copies_Screen` | Screen | Shows instruction text + radio buttons (1 copy / 2 copies / 3 copies) |
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| `Authorization_Copies_Screen` | Screen | Shows instruction text + radio buttons (1–5 copies) |
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| `authReleaseFormCopies` | Variable (Number, default 1) | Stores the user's copy-count selection |
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| `authReleaseTemplateSelected` | Variable (Boolean, default false) | Flag set during the scan loop |
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| `AuthCopies_1/2/3` | Choices | Radio button options with numeric values 1 / 2 / 3 |
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@ -328,7 +328,7 @@ if (copies > 1) {
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}
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```
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Duplicate template IDs are intentionally **not deduplicated** when multi-copy is in effect. The label builder appends `" (Copy 2)"` / `" (Copy 3)"` suffixes to keep document labels distinct within the envelope.
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Duplicate template IDs are intentionally **not deduplicated** when multi-copy is in effect. The label builder appends `" (Copy 2)"` / `" (Copy 3)"` / `" (Copy 4)"` / `" (Copy 5)"` suffixes to keep document labels distinct within the envelope.
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---
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@ -46,11 +46,11 @@ Replace combination templates with **28 single-form templates** (14 forms × 2 l
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#### FR-006: Multiple Copies of Authorization to Release Information
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**Priority**: Medium
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**Description**: When the "Authorization to Release Information" template (English or Spanish) is selected, users may include 1, 2, or 3 copies of that form in the same envelope
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**Description**: When the "Authorization to Release Information" template (English or Spanish) is selected, users may include 1, 2, 3, 4, or 5 copies of that form in the same envelope
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**Acceptance Criteria**:
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- After template selection, if "Authorization to Release Information" is among the selected templates, an additional dialog screen is displayed before sending
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- The dialog presents a radio-button selection: **1 copy** (default), **2 copies**, **3 copies**
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- If the user selects 2 or 3 copies, the template is added to the envelope that many times, each appearing as a distinct document
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- The dialog presents a radio-button selection: **1 copy** (default), **2 copies**, **3 copies**, **4 copies**, **5 copies**
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- If the user selects more than 1 copy, the template is added to the envelope that many times (up to 5), each appearing as a distinct document
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- Additional copies are labelled with a `(Copy N)` suffix in the envelope document list so they are distinguishable
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- If "Authorization to Release Information" is not selected, the dialog is skipped entirely and default behaviour is unchanged
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- The template name used for matching is stored in a single constant (`MULTI_COPY_TEMPLATE_NAME`) in the Apex class and a single string value in the Flow decision, making it straightforward to update if the template is renamed
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@ -236,7 +236,7 @@ Replace combination templates with **28 single-form templates** (14 forms × 2 l
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- Given I have selected the "Authorization to Release Information" template (English or Spanish) along with any other forms
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- When I click "Send" on the template selection screen
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- Then a new dialog appears asking "How many copies of this form should be included in the envelope?"
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- And the dialog offers radio-button options: 1 copy (pre-selected), 2 copies, 3 copies
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-- And the dialog offers radio-button options: 1 copy (pre-selected), 2 copies, 3 copies, 4 copies, 5 copies
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- When I select 2 copies and click "Next"
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- Then the resulting envelope contains 2 copies of the Authorization form plus all other selected forms
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- And I see the standard success confirmation after sending
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@ -70,7 +70,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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// the list now so the deduplication step handles all IDs uniformly.
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List<String> expandedTemplateIds = new List<String>(req.templateIds);
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Integer copies = (req.authReleaseFormCopies != null && req.authReleaseFormCopies > 1)
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? Math.min(req.authReleaseFormCopies, 3)
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? Math.min(req.authReleaseFormCopies, 5)
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: 1;
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if (copies > 1) {
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// Find which template ID(s) correspond to the multi-copy template
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@ -232,7 +232,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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}
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// Compose body: greeting → template bodies separated by a visual divider → sign-off
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String DIVIDER = '\n\n' + '─'.repeat(40) + '\n\n';
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String GREETING = 'Hello,\n\n';
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String GREETING = 'Hello,\n\nPlease complete the DocuSign signature request from Early Intervention Colorado.\n\n';
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String SIGNOFF = '\n\nThank you,\nEarly Intervention Colorado';
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String envelopeBody;
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if (bodyParts.isEmpty()) {
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@ -427,6 +427,8 @@
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<choiceReferences>AuthCopies_1</choiceReferences>
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<choiceReferences>AuthCopies_2</choiceReferences>
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<choiceReferences>AuthCopies_3</choiceReferences>
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<choiceReferences>AuthCopies_4</choiceReferences>
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<choiceReferences>AuthCopies_5</choiceReferences>
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<dataType>Number</dataType>
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<defaultSelectedChoiceReference>AuthCopies_1</defaultSelectedChoiceReference>
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<fieldText>Number of Copies</fieldText>
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@ -660,4 +662,20 @@
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<numberValue>3.0</numberValue>
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</value>
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</choices>
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<choices>
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<name>AuthCopies_4</name>
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<choiceText>4 copies</choiceText>
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<dataType>Number</dataType>
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<value>
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<numberValue>4.0</numberValue>
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</value>
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</choices>
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<choices>
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<name>AuthCopies_5</name>
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<choiceText>5 copies</choiceText>
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<dataType>Number</dataType>
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<value>
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<numberValue>5.0</numberValue>
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</value>
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</choices>
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</Flow>
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@ -533,6 +533,8 @@
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<choiceReferences>AuthCopies_1</choiceReferences>
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<choiceReferences>AuthCopies_2</choiceReferences>
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<choiceReferences>AuthCopies_3</choiceReferences>
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<choiceReferences>AuthCopies_4</choiceReferences>
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<choiceReferences>AuthCopies_5</choiceReferences>
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<dataType>Number</dataType>
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<defaultSelectedChoiceReference>AuthCopies_1</defaultSelectedChoiceReference>
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<fieldText>Number of Copies</fieldText>
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@ -773,4 +775,20 @@
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<numberValue>3.0</numberValue>
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</value>
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</choices>
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<choices>
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<name>AuthCopies_4</name>
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<choiceText>4 copies</choiceText>
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<dataType>Number</dataType>
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<value>
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<numberValue>4.0</numberValue>
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</value>
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</choices>
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<choices>
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<name>AuthCopies_5</name>
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<choiceText>5 copies</choiceText>
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<dataType>Number</dataType>
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<value>
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<numberValue>5.0</numberValue>
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</value>
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</choices>
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</Flow>
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