From 81c08f3fe10214af89948c33940adef15a2273ed Mon Sep 17 00:00:00 2001
From: Paul Huliganga <paje0101@gmail.com>
Date: Wed, 11 Mar 2026 16:23:32 -0400
Subject: [PATCH] feat(flow): add multi-copy dialog for Authorization to
 Release Information

When the 'Authorization to Release Information' template (English or
Spanish) is selected, a new screen prompts the user to choose how many
copies (1, 2, or 3) to include in the envelope via radio buttons.

New flow elements:
- Scan_For_Auth_Release_Template loop: iterates selected rows to detect
  the target template
- Does_Row_Contain_Auth_Release decision: Contains check on row Name
- Flag_Auth_Release_Selected assignment: sets authReleaseTemplateSelected
- Is_Auth_Release_Selected decision: routes to copies screen or skips
- Authorization_Copies_Screen: displays radio buttons (1/2/3 copies)
- Store_Auth_Release_Copies assignment: writes radio selection into the
  authReleaseFormCopies flow variable
- authReleaseFormCopies variable (Number, default 1)
- authReleaseTemplateSelected variable (Boolean, default false)
- AuthCopies_1/2/3 choices

authReleaseFormCopies is passed to the Apex action as a new input param.
Template name string lives in a single Contains condition for easy update.
---
 ...cusign_Envelope_Templates_V3.flow-meta.xml | 202 +++++++++++++++++-
 1 file changed, 199 insertions(+), 3 deletions(-)

diff --git a/composite-envelope-builder/force-app/main/default/flows/Docusign_Envelope_Templates_V3.flow-meta.xml b/composite-envelope-builder/force-app/main/default/flows/Docusign_Envelope_Templates_V3.flow-meta.xml
index b47d4f2..7df9fdc 100644
--- a/composite-envelope-builder/force-app/main/default/flows/Docusign_Envelope_Templates_V3.flow-meta.xml
+++ b/composite-envelope-builder/force-app/main/default/flows/Docusign_Envelope_Templates_V3.flow-meta.xml
@@ -29,6 +29,12 @@
                 <elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
             </value>
         </inputParameters>
+        <inputParameters>
+            <name>authReleaseFormCopies</name>
+            <value>
+                <elementReference>authReleaseFormCopies</elementReference>
+            </value>
+        </inputParameters>
         <nameSegment>DocusignCompositeEnvelopeBuilder</nameSegment>
         <offset>0</offset>
         <outputParameters>
@@ -50,7 +56,7 @@
         <name>Add_Template_ID</name>
         <label>Add Template ID</label>
         <locationX>270</locationX>
-        <locationY>890</locationY>
+        <locationY>1106</locationY>
         <assignmentItems>
             <assignToReference>compositeTemplateIds</assignToReference>
             <operator>Add</operator>
@@ -62,6 +68,38 @@
             <targetReference>Build_Template_ID_Collection</targetReference>
         </connector>
     </assignments>
+    <assignments>
+        <name>Flag_Auth_Release_Selected</name>
+        <label>Flag Authorization to Release Template Selected</label>
+        <locationX>270</locationX>
+        <locationY>1000</locationY>
+        <assignmentItems>
+            <assignToReference>authReleaseTemplateSelected</assignToReference>
+            <operator>Assign</operator>
+            <value>
+                <booleanValue>true</booleanValue>
+            </value>
+        </assignmentItems>
+        <connector>
+            <targetReference>Scan_For_Auth_Release_Template</targetReference>
+        </connector>
+    </assignments>
+    <assignments>
+        <name>Store_Auth_Release_Copies</name>
+        <label>Store Authorization to Release Copies Selection</label>
+        <locationX>182</locationX>
+        <locationY>1160</locationY>
+        <assignmentItems>
+            <assignToReference>authReleaseFormCopies</assignToReference>
+            <operator>Assign</operator>
+            <value>
+                <elementReference>authReleaseFormCopies_Radio</elementReference>
+            </value>
+        </assignmentItems>
+        <connector>
+            <targetReference>Build_Template_ID_Collection</targetReference>
+        </connector>
+    </assignments>
     <decisions>
         <name>Check_Envelope_Result</name>
         <label>Check Envelope Result</label>
@@ -107,11 +145,36 @@
                 </rightValue>
             </conditions>
             <connector>
-                <targetReference>Build_Template_ID_Collection</targetReference>
+                <targetReference>Scan_For_Auth_Release_Template</targetReference>
             </connector>
             <label>Is Row Selected?</label>
         </rules>
     </decisions>
+    <decisions>
+        <name>Is_Auth_Release_Selected</name>
+        <label>Is Authorization to Release Info Selected?</label>
+        <locationX>380</locationX>
+        <locationY>890</locationY>
+        <defaultConnector>
+            <targetReference>Build_Template_ID_Collection</targetReference>
+        </defaultConnector>
+        <defaultConnectorLabel>No - Proceed</defaultConnectorLabel>
+        <rules>
+            <name>Auth_Release_Template_Found</name>
+            <conditionLogic>and</conditionLogic>
+            <conditions>
+                <leftValueReference>authReleaseTemplateSelected</leftValueReference>
+                <operator>EqualTo</operator>
+                <rightValue>
+                    <booleanValue>true</booleanValue>
+                </rightValue>
+            </conditions>
+            <connector>
+                <targetReference>Authorization_Copies_Screen</targetReference>
+            </connector>
+            <label>Yes - Ask for copies</label>
+        </rules>
+    </decisions>
     <decisions>
         <name>Is_Language_Selected</name>
         <label>Is Language Selected?</label>
@@ -137,6 +200,31 @@
             <label>Language Selected?</label>
         </rules>
     </decisions>
+    <decisions>
+        <name>Does_Row_Contain_Auth_Release</name>
+        <label>Does This Row Contain Authorization to Release Info?</label>
+        <locationX>270</locationX>
+        <locationY>890</locationY>
+        <defaultConnector>
+            <targetReference>Scan_For_Auth_Release_Template</targetReference>
+        </defaultConnector>
+        <defaultConnectorLabel>No</defaultConnectorLabel>
+        <rules>
+            <name>Row_Is_Auth_Release_Template</name>
+            <conditionLogic>and</conditionLogic>
+            <conditions>
+                <leftValueReference>Scan_For_Auth_Release_Template.Name</leftValueReference>
+                <operator>Contains</operator>
+                <rightValue>
+                    <stringValue>Authorization to Release Information</stringValue>
+                </rightValue>
+            </conditions>
+            <connector>
+                <targetReference>Flag_Auth_Release_Selected</targetReference>
+            </connector>
+            <label>Yes</label>
+        </rules>
+    </decisions>
     <environments>Default</environments>
     <interviewLabel>Docusign Envelope Templates V3 {!$Flow.CurrentDateTime}</interviewLabel>
     <label>Docusign Envelope Templates V3</label>
@@ -144,7 +232,7 @@
         <name>Build_Template_ID_Collection</name>
         <label>Build Template ID Collection</label>
         <locationX>182</locationX>
-        <locationY>782</locationY>
+        <locationY>1214</locationY>
         <collectionReference>data.selectedRows</collectionReference>
         <iterationOrder>Asc</iterationOrder>
         <nextValueConnector>
@@ -154,6 +242,20 @@
             <targetReference>Send_Composite_Envelope</targetReference>
         </noMoreValuesConnector>
     </loops>
+    <loops>
+        <name>Scan_For_Auth_Release_Template</name>
+        <label>Scan For Authorization to Release Template</label>
+        <locationX>380</locationX>
+        <locationY>782</locationY>
+        <collectionReference>data.selectedRows</collectionReference>
+        <iterationOrder>Asc</iterationOrder>
+        <nextValueConnector>
+            <targetReference>Does_Row_Contain_Auth_Release</targetReference>
+        </nextValueConnector>
+        <noMoreValuesConnector>
+            <targetReference>Is_Auth_Release_Selected</targetReference>
+        </noMoreValuesConnector>
+    </loops>
     <processMetadataValues>
         <name>BuilderType</name>
         <value>
@@ -295,6 +397,55 @@
         <showFooter>true</showFooter>
         <showHeader>true</showHeader>
     </screens>
+    <screens>
+        <name>Authorization_Copies_Screen</name>
+        <label>Authorization to Release Info - Number of Copies</label>
+        <locationX>182</locationX>
+        <locationY>1106</locationY>
+        <allowBack>true</allowBack>
+        <allowFinish>true</allowFinish>
+        <allowPause>false</allowPause>
+        <backButtonLabel>Back</backButtonLabel>
+        <connector>
+            <targetReference>Store_Auth_Release_Copies</targetReference>
+        </connector>
+        <fields>
+            <name>AuthCopiesHeader</name>
+            <fieldText>&lt;p&gt;The &lt;strong&gt;Authorization to Release Information&lt;/strong&gt; form was selected.&lt;/p&gt;&lt;p&gt;How many copies of this form should be included in the envelope?&lt;/p&gt;</fieldText>
+            <fieldType>DisplayText</fieldType>
+            <styleProperties>
+                <verticalAlignment>
+                    <stringValue>top</stringValue>
+                </verticalAlignment>
+                <width>
+                    <stringValue>12</stringValue>
+                </width>
+            </styleProperties>
+        </fields>
+        <fields>
+            <name>authReleaseFormCopies_Radio</name>
+            <choiceReferences>AuthCopies_1</choiceReferences>
+            <choiceReferences>AuthCopies_2</choiceReferences>
+            <choiceReferences>AuthCopies_3</choiceReferences>
+            <dataType>Number</dataType>
+            <defaultSelectedChoiceReference>AuthCopies_1</defaultSelectedChoiceReference>
+            <fieldText>Number of Copies</fieldText>
+            <fieldType>RadioButtons</fieldType>
+            <isRequired>true</isRequired>
+            <scale>0</scale>
+            <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>Error_Screen</name>
         <label>Error Screen</label>
@@ -464,4 +615,49 @@
         <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>
+    <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>
 </Flow>