From 978051bf49aee8de0c9c568fb948bca3ef05ea44 Mon Sep 17 00:00:00 2001 From: Paul Huliganga Date: Wed, 25 Feb 2026 17:17:40 -0500 Subject: [PATCH] fix: use actual template names for Document Name in Docusign Status Query dfsle__EnvelopeConfiguration__c to get template names and pass them as document labels to dfsle.Document.fromTemplate(). This makes the Docusign Status screen show meaningful names like 'Consent to Eval' instead of 'Template 89dd5ead'. --- .../DocusignCompositeEnvelopeBuilder.cls | 19 +++++++++++++++++-- 1 file changed, 17 insertions(+), 2 deletions(-) diff --git a/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls b/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls index a80b693..2b19bf9 100644 --- a/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls +++ b/composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls @@ -48,14 +48,29 @@ global with sharing class DocusignCompositeEnvelopeBuilder { List sortedTemplateIds = new List(new Set(req.templateIds)); sortedTemplateIds.sort(); + // Query template names for document labels (shows in Docusign Status) + Map templateNames = new Map(); + for (dfsle__EnvelopeConfiguration__c config : [ + SELECT dfsle__DocuSignId__c, Name + FROM dfsle__EnvelopeConfiguration__c + WHERE dfsle__DocuSignId__c IN :sortedTemplateIds + ]) { + templateNames.put(config.dfsle__DocuSignId__c, config.Name); + } + List documents = new List(); + List docNames = new List(); for (String templateId : sortedTemplateIds) { + String label = templateNames.containsKey(templateId) + ? templateNames.get(templateId) + : templateId; documents.add( dfsle.Document.fromTemplate( dfsle.UUID.parse(templateId), - 'Template ' + templateId.left(8) + label ) ); + docNames.add(label); } myEnvelope = myEnvelope.withDocuments(documents); @@ -76,7 +91,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder { result.success = true; result.errorMessage = null; - logResult(sortedTemplateIds.size(), result.envelopeId, 'Success', null); + logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(docNames, ', ') + ')', null); } catch (Exception e) { result.success = false;