chore(flow): update Docusign_Envelope_Templates_V4 — include SMS phone assignment fix and 5-copy choices
This commit is contained in:
Paul Huliganga
parent
a81d5788c7
commit
148c965a16
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@ -4,7 +4,7 @@
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<name>Send_Composite_Envelope</name>
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<label>Send Composite Envelope</label>
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<locationX>182</locationX>
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<locationY>1082</locationY>
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<locationY>2498</locationY>
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<actionName>DocusignCompositeEnvelopeBuilder</actionName>
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<actionType>apex</actionType>
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<connector>
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@ -62,7 +62,7 @@
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<name>Add_Template_ID</name>
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<label>Add Template ID</label>
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<locationX>270</locationX>
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<locationY>1106</locationY>
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<locationY>2306</locationY>
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<assignmentItems>
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<assignToReference>compositeTemplateIds</assignToReference>
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<operator>Add</operator>
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@ -78,7 +78,7 @@
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<name>Flag_Auth_Release_Selected</name>
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<label>Flag Authorization to Release Template Selected</label>
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<locationX>270</locationX>
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<locationY>1000</locationY>
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<locationY>1514</locationY>
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<assignmentItems>
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<assignToReference>authReleaseTemplateSelected</assignToReference>
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<operator>Assign</operator>
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@ -93,8 +93,8 @@
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<assignments>
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<name>Store_Auth_Release_Copies</name>
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<label>Store Authorization to Release Copies Selection</label>
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<locationX>182</locationX>
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<locationY>1160</locationY>
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<locationX>50</locationX>
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<locationY>2006</locationY>
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<assignmentItems>
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<assignToReference>authReleaseFormCopies</assignToReference>
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<operator>Assign</operator>
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@ -109,24 +109,64 @@
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<assignments>
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<name>Store_SMS_Phone</name>
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<label>Store SMS Phone Number</label>
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<locationX>842</locationX>
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<locationX>479</locationX>
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<locationY>566</locationY>
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<assignmentItems>
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<assignToReference>recipientSmsPhone</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>SMS_Phone_Screen.smsPhoneInput</elementReference>
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<elementReference>smsPhoneInput</elementReference>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Is_Language_Selected</targetReference>
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</connector>
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</assignments>
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<choices>
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<name>AuthCopies_1</name>
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<choiceText>1 copy</choiceText>
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<dataType>Number</dataType>
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<value>
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<numberValue>1.0</numberValue>
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</value>
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</choices>
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<choices>
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<name>AuthCopies_2</name>
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<choiceText>2 copies</choiceText>
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<dataType>Number</dataType>
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<value>
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<numberValue>2.0</numberValue>
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</value>
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</choices>
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<choices>
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<name>AuthCopies_3</name>
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<choiceText>3 copies</choiceText>
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<dataType>Number</dataType>
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<value>
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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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<decisions>
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<name>Check_Envelope_Result</name>
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<label>Check Envelope Result</label>
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<locationX>182</locationX>
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<locationY>1190</locationY>
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<locationY>2606</locationY>
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<defaultConnector>
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<targetReference>Error_Screen</targetReference>
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</defaultConnector>
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@ -151,7 +191,7 @@
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<name>Check_Row_Selection</name>
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<label>Check Row Selection</label>
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<locationX>380</locationX>
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<locationY>674</locationY>
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<locationY>1190</locationY>
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<defaultConnector>
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<targetReference>Row_not_selected</targetReference>
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</defaultConnector>
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@ -172,11 +212,36 @@
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<label>Is Row Selected?</label>
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</rules>
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</decisions>
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<decisions>
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<name>Does_Row_Contain_Auth_Release</name>
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<label>Does This Row Contain Authorization to Release Info?</label>
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<locationX>402</locationX>
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<locationY>1406</locationY>
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<defaultConnector>
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<targetReference>Scan_For_Auth_Release_Template</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>No</defaultConnectorLabel>
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<rules>
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<name>Row_Is_Auth_Release_Template</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>Scan_For_Auth_Release_Template.Name</leftValueReference>
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<operator>Contains</operator>
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<rightValue>
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<stringValue>Authorization to Release Information</stringValue>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Flag_Auth_Release_Selected</targetReference>
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</connector>
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<label>Yes</label>
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</rules>
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</decisions>
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<decisions>
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<name>Is_Auth_Release_Selected</name>
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<label>Is Authorization to Release Info Selected?</label>
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<locationX>380</locationX>
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<locationY>890</locationY>
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<locationX>182</locationX>
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<locationY>1790</locationY>
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<defaultConnector>
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<targetReference>Build_Template_ID_Collection</targetReference>
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</defaultConnector>
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@ -201,7 +266,7 @@
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<name>Is_Language_Selected</name>
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<label>Is Language Selected?</label>
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<locationX>611</locationX>
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<locationY>458</locationY>
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<locationY>758</locationY>
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<defaultConnector>
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<targetReference>Language_Not_Added_Screen</targetReference>
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</defaultConnector>
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@ -222,31 +287,6 @@
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<label>Language Selected?</label>
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</rules>
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</decisions>
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<decisions>
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<name>Does_Row_Contain_Auth_Release</name>
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<label>Does This Row Contain Authorization to Release Info?</label>
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<locationX>270</locationX>
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<locationY>890</locationY>
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<defaultConnector>
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<targetReference>Scan_For_Auth_Release_Template</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>No</defaultConnectorLabel>
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<rules>
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<name>Row_Is_Auth_Release_Template</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>Scan_For_Auth_Release_Template.Name</leftValueReference>
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<operator>Contains</operator>
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<rightValue>
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<stringValue>Authorization to Release Information</stringValue>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Flag_Auth_Release_Selected</targetReference>
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</connector>
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<label>Yes</label>
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</rules>
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</decisions>
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<decisions>
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<name>Is_Recipient_Email_Blank</name>
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<label>Is Recipient Email Blank?</label>
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@ -286,7 +326,7 @@
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<name>Build_Template_ID_Collection</name>
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<label>Build Template ID Collection</label>
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<locationX>182</locationX>
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<locationY>1214</locationY>
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<locationY>2198</locationY>
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<collectionReference>data.selectedRows</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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@ -299,8 +339,8 @@
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<loops>
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<name>Scan_For_Auth_Release_Template</name>
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<label>Scan For Authorization to Release Template</label>
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<locationX>380</locationX>
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<locationY>782</locationY>
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<locationX>182</locationX>
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<locationY>1298</locationY>
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<collectionReference>data.selectedRows</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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@ -329,35 +369,11 @@
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</value>
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</processMetadataValues>
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<processType>Flow</processType>
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<recordLookups>
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<name>Get_Recipient_Contact</name>
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<label>Get Recipient Contact</label>
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<locationX>611</locationX>
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<locationY>242</locationY>
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<assignNullValuesIfNoRecordsFound>true</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Is_Recipient_Email_Blank</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Id</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>Get_Records.Docusign_Recipient_1__c</elementReference>
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</value>
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</filters>
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<getFirstRecordOnly>true</getFirstRecordOnly>
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<object>Contact</object>
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<queriedFields>Id</queriedFields>
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<queriedFields>Email</queriedFields>
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<queriedFields>Name</queriedFields>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<recordLookups>
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<name>DocuSign_Envelope_Templates</name>
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<label>DocuSign Envelope Templates</label>
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<locationX>380</locationX>
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<locationY>458</locationY>
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<locationY>974</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Envelope_template_records</targetReference>
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@ -386,6 +402,30 @@
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<sortOrder>Asc</sortOrder>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<recordLookups>
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<name>Get_Recipient_Contact</name>
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<label>Get Recipient Contact</label>
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<locationX>611</locationX>
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<locationY>242</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Is_Recipient_Email_Blank</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Id</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>Get_Records.Docusign_Recipient_1__c</elementReference>
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</value>
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</filters>
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<getFirstRecordOnly>true</getFirstRecordOnly>
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<object>Contact</object>
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<queriedFields>Id</queriedFields>
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<queriedFields>Email</queriedFields>
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<queriedFields>Name</queriedFields>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<recordLookups>
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<name>Get_Records</name>
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<label>Get Records</label>
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@ -411,27 +451,52 @@
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<screens>
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<name>SMS_Phone_Screen</name>
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<label>Recipient Mobile Phone for SMS Delivery</label>
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<locationX>842</locationX>
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<locationY>458</locationY>
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<allowBack>false</allowBack>
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<name>Authorization_Copies_Screen</name>
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<label>Authorization to Release Info - Number of Copies</label>
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<locationX>50</locationX>
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<locationY>1898</locationY>
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<allowBack>true</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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<backButtonLabel>Back</backButtonLabel>
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<connector>
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<targetReference>Store_SMS_Phone</targetReference>
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<targetReference>Store_Auth_Release_Copies</targetReference>
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</connector>
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<fields>
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<name>SMS_Instructions_Text</name>
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<fieldText><p>The selected recipient ({!Get_Recipient_Contact.Name}) does not have an email address on file. The envelope will be delivered via <strong>SMS text message</strong> instead.</p><p>Please enter the recipient&apos;s mobile phone number in E.164 format (e.g. <strong>+15551234567</strong>).</p></fieldText>
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<name>AuthCopiesHeader</name>
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<fieldText><p>The <strong>Authorization to Release Information</strong> form was selected.</p><p>How many copies of this form should be included in the envelope?</p></fieldText>
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<fieldType>DisplayText</fieldType>
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<styleProperties>
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<verticalAlignment>
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<stringValue>top</stringValue>
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</verticalAlignment>
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<width>
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<stringValue>12</stringValue>
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</width>
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</styleProperties>
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</fields>
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<fields>
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<name>smsPhoneInput</name>
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<dataType>String</dataType>
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<fieldText>Recipient Mobile Phone Number</fieldText>
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<fieldType>InputField</fieldType>
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<name>authReleaseFormCopies_Radio</name>
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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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<fieldType>RadioButtons</fieldType>
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<inputsOnNextNavToAssocScrn>UseStoredValues</inputsOnNextNavToAssocScrn>
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<isRequired>true</isRequired>
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<scale>0</scale>
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<styleProperties>
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<verticalAlignment>
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<stringValue>top</stringValue>
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</verticalAlignment>
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<width>
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<stringValue>12</stringValue>
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</width>
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</styleProperties>
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</fields>
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<nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel>
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<showFooter>true</showFooter>
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@ -441,7 +506,7 @@
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<name>Envelope_template_records</name>
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<label>Envelope template records</label>
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<locationX>380</locationX>
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<locationY>566</locationY>
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<locationY>1082</locationY>
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<allowBack>true</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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@ -503,62 +568,11 @@
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<screens>
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<name>Authorization_Copies_Screen</name>
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<label>Authorization to Release Info - Number of Copies</label>
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<locationX>182</locationX>
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<locationY>1106</locationY>
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<allowBack>true</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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<backButtonLabel>Back</backButtonLabel>
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<connector>
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<targetReference>Store_Auth_Release_Copies</targetReference>
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</connector>
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<fields>
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<name>AuthCopiesHeader</name>
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<fieldText><p>The <strong>Authorization to Release Information</strong> form was selected.</p><p>How many copies of this form should be included in the envelope?</p></fieldText>
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<fieldType>DisplayText</fieldType>
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<styleProperties>
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<verticalAlignment>
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<stringValue>top</stringValue>
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</verticalAlignment>
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<width>
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<stringValue>12</stringValue>
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</width>
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</styleProperties>
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</fields>
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<fields>
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<name>authReleaseFormCopies_Radio</name>
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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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<fieldType>RadioButtons</fieldType>
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<isRequired>true</isRequired>
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<scale>0</scale>
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<styleProperties>
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<verticalAlignment>
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<stringValue>top</stringValue>
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</verticalAlignment>
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<width>
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<stringValue>12</stringValue>
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</width>
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</styleProperties>
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</fields>
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<nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel>
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<screens>
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<name>Error_Screen</name>
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<label>Error Screen</label>
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<locationX>314</locationX>
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<locationY>1298</locationY>
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<locationY>2714</locationY>
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<allowBack>true</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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@ -583,7 +597,7 @@
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<name>Language_Not_Added_Screen</name>
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<label>Language Not Added Screen</label>
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<locationX>842</locationX>
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<locationY>350</locationY>
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<locationY>866</locationY>
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<allowBack>false</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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@ -607,7 +621,7 @@
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<name>Language_Warning_Screen</name>
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<label>Language Warning Screen</label>
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<locationX>380</locationX>
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<locationY>350</locationY>
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<locationY>866</locationY>
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<allowBack>false</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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@ -635,7 +649,7 @@
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<name>Row_not_selected</name>
|
||||
<label>Row not selected</label>
|
||||
<locationX>578</locationX>
|
||||
<locationY>782</locationY>
|
||||
<locationY>1298</locationY>
|
||||
<allowBack>true</allowBack>
|
||||
<allowFinish>true</allowFinish>
|
||||
<allowPause>false</allowPause>
|
||||
|
|
@ -656,11 +670,55 @@
|
|||
<showFooter>true</showFooter>
|
||||
<showHeader>false</showHeader>
|
||||
</screens>
|
||||
<screens>
|
||||
<name>SMS_Phone_Screen</name>
|
||||
<label>Recipient Mobile Phone for SMS Delivery</label>
|
||||
<locationX>479</locationX>
|
||||
<locationY>458</locationY>
|
||||
<allowBack>false</allowBack>
|
||||
<allowFinish>true</allowFinish>
|
||||
<allowPause>false</allowPause>
|
||||
<connector>
|
||||
<targetReference>Store_SMS_Phone</targetReference>
|
||||
</connector>
|
||||
<fields>
|
||||
<name>SMS_Instructions_Text</name>
|
||||
<fieldText><p>The selected recipient ({!Get_Recipient_Contact.Name}) does not have an email address on file. The envelope will be delivered via <strong>SMS text message</strong> instead.</p><p>Please enter the recipient&apos;s mobile phone number in E.164 format (e.g. <strong>+15551234567</strong>).</p></fieldText>
|
||||
<fieldType>DisplayText</fieldType>
|
||||
<styleProperties>
|
||||
<verticalAlignment>
|
||||
<stringValue>top</stringValue>
|
||||
</verticalAlignment>
|
||||
<width>
|
||||
<stringValue>12</stringValue>
|
||||
</width>
|
||||
</styleProperties>
|
||||
</fields>
|
||||
<fields>
|
||||
<name>smsPhoneInput</name>
|
||||
<dataType>String</dataType>
|
||||
<fieldText>Recipient Mobile Phone Number</fieldText>
|
||||
<fieldType>InputField</fieldType>
|
||||
<inputsOnNextNavToAssocScrn>UseStoredValues</inputsOnNextNavToAssocScrn>
|
||||
<isRequired>true</isRequired>
|
||||
<styleProperties>
|
||||
<verticalAlignment>
|
||||
<stringValue>top</stringValue>
|
||||
</verticalAlignment>
|
||||
<width>
|
||||
<stringValue>12</stringValue>
|
||||
</width>
|
||||
</styleProperties>
|
||||
</fields>
|
||||
<nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel>
|
||||
<showFooter>true</showFooter>
|
||||
<showHeader>true</showHeader>
|
||||
</screens>
|
||||
<screens>
|
||||
<name>Success_Screen</name>
|
||||
<label>Success Screen</label>
|
||||
<locationX>50</locationX>
|
||||
<locationY>1298</locationY>
|
||||
<locationY>2714</locationY>
|
||||
<allowBack>false</allowBack>
|
||||
<allowFinish>true</allowFinish>
|
||||
<allowPause>false</allowPause>
|
||||
|
|
@ -688,6 +746,27 @@
|
|||
</connector>
|
||||
</start>
|
||||
<status>Draft</status>
|
||||
<variables>
|
||||
<name>authReleaseFormCopies</name>
|
||||
<dataType>Number</dataType>
|
||||
<isCollection>false</isCollection>
|
||||
<isInput>false</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
<scale>0</scale>
|
||||
<value>
|
||||
<numberValue>1.0</numberValue>
|
||||
</value>
|
||||
</variables>
|
||||
<variables>
|
||||
<name>authReleaseTemplateSelected</name>
|
||||
<dataType>Boolean</dataType>
|
||||
<isCollection>false</isCollection>
|
||||
<isInput>false</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
<value>
|
||||
<booleanValue>false</booleanValue>
|
||||
</value>
|
||||
</variables>
|
||||
<variables>
|
||||
<name>compositeTemplateIds</name>
|
||||
<dataType>String</dataType>
|
||||
|
|
@ -716,34 +795,6 @@
|
|||
<isInput>false</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
</variables>
|
||||
<variables>
|
||||
<name>recordId</name>
|
||||
<dataType>String</dataType>
|
||||
<isCollection>false</isCollection>
|
||||
<isInput>true</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
</variables>
|
||||
<variables>
|
||||
<name>authReleaseFormCopies</name>
|
||||
<dataType>Number</dataType>
|
||||
<isCollection>false</isCollection>
|
||||
<isInput>false</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
<scale>0</scale>
|
||||
<value>
|
||||
<numberValue>1.0</numberValue>
|
||||
</value>
|
||||
</variables>
|
||||
<variables>
|
||||
<name>authReleaseTemplateSelected</name>
|
||||
<dataType>Boolean</dataType>
|
||||
<isCollection>false</isCollection>
|
||||
<isInput>false</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
<value>
|
||||
<booleanValue>false</booleanValue>
|
||||
</value>
|
||||
</variables>
|
||||
<variables>
|
||||
<name>recipientSmsPhone</name>
|
||||
<dataType>String</dataType>
|
||||
|
|
@ -751,44 +802,11 @@
|
|||
<isInput>false</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
</variables>
|
||||
<choices>
|
||||
<name>AuthCopies_1</name>
|
||||
<choiceText>1 copy</choiceText>
|
||||
<dataType>Number</dataType>
|
||||
<value>
|
||||
<numberValue>1.0</numberValue>
|
||||
</value>
|
||||
</choices>
|
||||
<choices>
|
||||
<name>AuthCopies_2</name>
|
||||
<choiceText>2 copies</choiceText>
|
||||
<dataType>Number</dataType>
|
||||
<value>
|
||||
<numberValue>2.0</numberValue>
|
||||
</value>
|
||||
</choices>
|
||||
<choices>
|
||||
<name>AuthCopies_3</name>
|
||||
<choiceText>3 copies</choiceText>
|
||||
<dataType>Number</dataType>
|
||||
<value>
|
||||
<numberValue>3.0</numberValue>
|
||||
</value>
|
||||
</choices>
|
||||
<choices>
|
||||
<name>AuthCopies_4</name>
|
||||
<choiceText>4 copies</choiceText>
|
||||
<dataType>Number</dataType>
|
||||
<value>
|
||||
<numberValue>4.0</numberValue>
|
||||
</value>
|
||||
</choices>
|
||||
<choices>
|
||||
<name>AuthCopies_5</name>
|
||||
<choiceText>5 copies</choiceText>
|
||||
<dataType>Number</dataType>
|
||||
<value>
|
||||
<numberValue>5.0</numberValue>
|
||||
</value>
|
||||
</choices>
|
||||
<variables>
|
||||
<name>recordId</name>
|
||||
<dataType>String</dataType>
|
||||
<isCollection>false</isCollection>
|
||||
<isInput>true</isInput>
|
||||
<isOutput>false</isOutput>
|
||||
</variables>
|
||||
</Flow>
|
||||
|
|
|
|||
Loading…
Reference in New Issue