feat: add recipient resolution from Client_Case__c lookup fields
- Queries Client_Case__c for Service_Coordinator__c and Docusign_Recipient_1__c - Resolves Contact/User name and email from lookup targets - Maps recipients to Docusign template roles: 'Service Coordinator' and 'Docusign Recipient #1' - Validates recipients exist and have email addresses - Supports both Contact and User lookup types - Role names and field names are configurable constants at top of class - Clear error messages if recipients are missing or have no email
This commit is contained in:
Paul Huliganga
parent
4b1edd4d27
commit
4211648e2a
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@ -1,11 +1,25 @@
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/**
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* @description Combines multiple Docusign templates into a single composite envelope
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* using the dfsle Apex Toolkit (Docusign for Salesforce managed package)
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* using the dfsle Apex Toolkit (Docusign for Salesforce managed package).
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* Recipients are resolved from Client_Case__c lookup fields.
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* @author Paul Huliganga
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* @date 2026-02-25
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*/
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global with sharing class DocusignCompositeEnvelopeBuilder {
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// ============================================================
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// CONFIGURATION: Update these constants if field/role names change
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// ============================================================
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// API names of the lookup fields on Client_Case__c that point to recipient records
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// These are the "Select Lookup Field" values from the Docusign template recipient config
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private static final String FIELD_SERVICE_COORDINATOR = 'Service_Coordinator__c';
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private static final String FIELD_DOCUSIGN_RECIPIENT = 'Docusign_Recipient_1__c';
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// Role names must match EXACTLY what's configured in the Docusign templates
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private static final String ROLE_SERVICE_COORDINATOR = 'Service Coordinator';
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private static final String ROLE_DOCUSIGN_RECIPIENT = 'Docusign Recipient #1';
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@InvocableMethod(
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label='Send Composite Docusign Envelope'
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description='Combines multiple Docusign templates into a single envelope using dfsle Apex Toolkit'
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@ -25,7 +39,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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// Validate request
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DocusignEnvelopeRequestHandler.validateRequest(req);
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// Create empty envelope linked to the source Salesforce record
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// Create empty envelope linked to the source record
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dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(
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new dfsle.Entity(req.recordId)
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);
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@ -43,16 +57,18 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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)
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);
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}
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// Add all templates as documents to the envelope
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myEnvelope = myEnvelope.withDocuments(documents);
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// Resolve recipients from Client_Case__c lookup fields
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List<dfsle.Recipient> recipients = resolveRecipients(req.recordId);
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myEnvelope = myEnvelope.withRecipients(recipients);
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// Set email subject if provided
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if (String.isNotBlank(req.emailSubject)) {
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myEnvelope = myEnvelope.withEmail(req.emailSubject, '');
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}
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// Send the envelope (true = send immediately)
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// Send the envelope
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myEnvelope = dfsle.EnvelopeService.sendEnvelope(myEnvelope, true);
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// Success
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@ -82,6 +98,87 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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return results;
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}
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/**
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* @description Resolves recipients from Client_Case__c lookup fields.
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* Queries the case record and related contacts to get name/email.
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* @param recordId The Client_Case__c record ID
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* @return List of dfsle.Recipient objects with role mappings
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*/
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private static List<dfsle.Recipient> resolveRecipients(String recordId) {
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// Query the Client_Case__c record with recipient lookup fields
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// NOTE: Adjust field API names if they differ in your org
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String query = 'SELECT Id, '
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+ FIELD_SERVICE_COORDINATOR + ', '
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+ FIELD_DOCUSIGN_RECIPIENT
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+ ' FROM Client_Case__c WHERE Id = :recordId LIMIT 1';
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Client_Case__c caseRecord = Database.query(query);
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List<dfsle.Recipient> recipients = new List<dfsle.Recipient>();
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Integer routingOrder = 1;
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// Recipient 1: Service Coordinator
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Id serviceCoordinatorId = (Id) caseRecord.get(FIELD_SERVICE_COORDINATOR);
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if (serviceCoordinatorId != null) {
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recipients.add(buildRecipient(serviceCoordinatorId, ROLE_SERVICE_COORDINATOR, routingOrder++, recordId));
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}
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// Recipient 2: Docusign Recipient #1
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Id docusignRecipientId = (Id) caseRecord.get(FIELD_DOCUSIGN_RECIPIENT);
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if (docusignRecipientId != null) {
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recipients.add(buildRecipient(docusignRecipientId, ROLE_DOCUSIGN_RECIPIENT, routingOrder++, recordId));
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}
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if (recipients.isEmpty()) {
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throw new IllegalArgumentException('No recipients found on the Client Case record. '
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+ 'Please ensure Service Coordinator and Docusign Recipient #1 are populated.');
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}
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return recipients;
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}
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/**
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* @description Builds a dfsle.Recipient from a Contact/User lookup ID
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* @param recipientId The Contact or User record ID
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* @param roleName The Docusign template role name
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* @param routingOrder Signing order
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* @param sourceRecordId The source Client_Case__c record ID
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* @return dfsle.Recipient configured for the role
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*/
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private static dfsle.Recipient buildRecipient(Id recipientId, String roleName, Integer routingOrder, String sourceRecordId) {
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// Determine if this is a Contact or User
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String objectType = recipientId.getSObjectType().getDescribe().getName();
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String recipientName;
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String recipientEmail;
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if (objectType == 'Contact') {
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Contact c = [SELECT Id, Name, Email FROM Contact WHERE Id = :recipientId LIMIT 1];
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recipientName = c.Name;
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recipientEmail = c.Email;
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} else if (objectType == 'User') {
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User u = [SELECT Id, Name, Email FROM User WHERE Id = :recipientId LIMIT 1];
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recipientName = u.Name;
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recipientEmail = u.Email;
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} else {
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throw new IllegalArgumentException('Unsupported recipient type: ' + objectType
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+ '. Expected Contact or User.');
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}
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if (String.isBlank(recipientEmail)) {
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throw new IllegalArgumentException('No email found for ' + roleName + ' (' + recipientName + '). '
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+ 'Please ensure the recipient has a valid email address.');
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}
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return dfsle.Recipient.fromSource(
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recipientName,
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recipientEmail,
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null, // phone (optional)
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roleName, // must match template role exactly
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new dfsle.Entity(sourceRecordId) // source record for merge fields
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);
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}
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private static void logResult(Integer templateCount, String envelopeId, String status, String errorMessage) {
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System.debug(LoggingLevel.INFO, '=== Docusign Composite Envelope ===');
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System.debug(LoggingLevel.INFO, 'Templates: ' + templateCount);
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