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.
This commit is contained in:
Paul Huliganga
parent
30fc345bb0
commit
81c08f3fe1
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@ -29,6 +29,12 @@
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<elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
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<elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
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</value>
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</value>
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</inputParameters>
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</inputParameters>
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<inputParameters>
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<name>authReleaseFormCopies</name>
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<value>
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<elementReference>authReleaseFormCopies</elementReference>
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</value>
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</inputParameters>
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<nameSegment>DocusignCompositeEnvelopeBuilder</nameSegment>
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<nameSegment>DocusignCompositeEnvelopeBuilder</nameSegment>
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<offset>0</offset>
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<offset>0</offset>
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<outputParameters>
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<outputParameters>
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@ -50,7 +56,7 @@
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<name>Add_Template_ID</name>
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<name>Add_Template_ID</name>
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<label>Add Template ID</label>
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<label>Add Template ID</label>
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<locationX>270</locationX>
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<locationX>270</locationX>
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<locationY>890</locationY>
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<locationY>1106</locationY>
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<assignmentItems>
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<assignmentItems>
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<assignToReference>compositeTemplateIds</assignToReference>
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<assignToReference>compositeTemplateIds</assignToReference>
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<operator>Add</operator>
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<operator>Add</operator>
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@ -62,6 +68,38 @@
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<targetReference>Build_Template_ID_Collection</targetReference>
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<targetReference>Build_Template_ID_Collection</targetReference>
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</connector>
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</connector>
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</assignments>
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</assignments>
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<assignments>
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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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<assignmentItems>
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<assignToReference>authReleaseTemplateSelected</assignToReference>
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<operator>Assign</operator>
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<value>
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<booleanValue>true</booleanValue>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Scan_For_Auth_Release_Template</targetReference>
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</connector>
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</assignments>
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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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<assignmentItems>
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<assignToReference>authReleaseFormCopies</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>authReleaseFormCopies_Radio</elementReference>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Build_Template_ID_Collection</targetReference>
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</connector>
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</assignments>
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<decisions>
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<decisions>
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<name>Check_Envelope_Result</name>
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<name>Check_Envelope_Result</name>
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<label>Check Envelope Result</label>
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<label>Check Envelope Result</label>
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@ -107,11 +145,36 @@
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</rightValue>
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</rightValue>
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</conditions>
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</conditions>
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<connector>
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<connector>
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<targetReference>Build_Template_ID_Collection</targetReference>
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<targetReference>Scan_For_Auth_Release_Template</targetReference>
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</connector>
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</connector>
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<label>Is Row Selected?</label>
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<label>Is Row Selected?</label>
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</rules>
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</rules>
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</decisions>
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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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<defaultConnector>
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<targetReference>Build_Template_ID_Collection</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>No - Proceed</defaultConnectorLabel>
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<rules>
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<name>Auth_Release_Template_Found</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>authReleaseTemplateSelected</leftValueReference>
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<operator>EqualTo</operator>
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<rightValue>
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<booleanValue>true</booleanValue>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Authorization_Copies_Screen</targetReference>
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</connector>
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<label>Yes - Ask for copies</label>
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</rules>
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</decisions>
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<decisions>
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<decisions>
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<name>Is_Language_Selected</name>
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<name>Is_Language_Selected</name>
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<label>Is Language Selected?</label>
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<label>Is Language Selected?</label>
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@ -137,6 +200,31 @@
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<label>Language Selected?</label>
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<label>Language Selected?</label>
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</rules>
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</rules>
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</decisions>
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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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<environments>Default</environments>
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<environments>Default</environments>
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<interviewLabel>Docusign Envelope Templates V3 {!$Flow.CurrentDateTime}</interviewLabel>
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<interviewLabel>Docusign Envelope Templates V3 {!$Flow.CurrentDateTime}</interviewLabel>
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<label>Docusign Envelope Templates V3</label>
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<label>Docusign Envelope Templates V3</label>
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@ -144,7 +232,7 @@
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<name>Build_Template_ID_Collection</name>
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<name>Build_Template_ID_Collection</name>
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<label>Build Template ID Collection</label>
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<label>Build Template ID Collection</label>
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<locationX>182</locationX>
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<locationX>182</locationX>
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<locationY>782</locationY>
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<locationY>1214</locationY>
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<collectionReference>data.selectedRows</collectionReference>
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<collectionReference>data.selectedRows</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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<nextValueConnector>
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@ -154,6 +242,20 @@
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<targetReference>Send_Composite_Envelope</targetReference>
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<targetReference>Send_Composite_Envelope</targetReference>
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</noMoreValuesConnector>
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</noMoreValuesConnector>
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</loops>
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</loops>
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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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<collectionReference>data.selectedRows</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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<targetReference>Does_Row_Contain_Auth_Release</targetReference>
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</nextValueConnector>
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<noMoreValuesConnector>
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<targetReference>Is_Auth_Release_Selected</targetReference>
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</noMoreValuesConnector>
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</loops>
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<processMetadataValues>
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<processMetadataValues>
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<name>BuilderType</name>
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<name>BuilderType</name>
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<value>
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<value>
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@ -295,6 +397,55 @@
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<showFooter>true</showFooter>
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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<showHeader>true</showHeader>
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</screens>
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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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<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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<screens>
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<name>Error_Screen</name>
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<name>Error_Screen</name>
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<label>Error Screen</label>
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<label>Error Screen</label>
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@ -464,4 +615,49 @@
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<isInput>true</isInput>
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<isInput>true</isInput>
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<isOutput>false</isOutput>
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<isOutput>false</isOutput>
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</variables>
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</variables>
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<variables>
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<name>authReleaseFormCopies</name>
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<dataType>Number</dataType>
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<isCollection>false</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<scale>0</scale>
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<value>
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<numberValue>1.0</numberValue>
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</value>
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</variables>
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<variables>
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<name>authReleaseTemplateSelected</name>
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<dataType>Boolean</dataType>
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<isCollection>false</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<value>
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<booleanValue>false</booleanValue>
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</value>
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</variables>
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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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</Flow>
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</Flow>
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