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salesforce-composite-envelope-builder
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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'.
This commit is contained in:
Paul Huliganga 2026-02-25 17:17:40 -05:00
parent 7023b2e040
commit 978051bf49
1 changed files with 17 additions and 2 deletions
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19
composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls
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@ -48,14 +48,29 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
List<String> sortedTemplateIds = new List<String>(new Set<String>(req.templateIds)); List<String> sortedTemplateIds = new List<String>(new Set<String>(req.templateIds));
sortedTemplateIds.sort(); sortedTemplateIds.sort();
// Query template names for document labels (shows in Docusign Status)
Map<String, String> templateNames = new Map<String, String>();
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<dfsle.Document> documents = new List<dfsle.Document>(); List<dfsle.Document> documents = new List<dfsle.Document>();
List<String> docNames = new List<String>();
for (String templateId : sortedTemplateIds) { for (String templateId : sortedTemplateIds) {
String label = templateNames.containsKey(templateId)
? templateNames.get(templateId)
: templateId;
documents.add( documents.add(
dfsle.Document.fromTemplate( dfsle.Document.fromTemplate(
dfsle.UUID.parse(templateId), dfsle.UUID.parse(templateId),
'Template ' + templateId.left(8) label
) )
); );
docNames.add(label);
} }
myEnvelope = myEnvelope.withDocuments(documents); myEnvelope = myEnvelope.withDocuments(documents);
@ -76,7 +91,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
result.success = true; result.success = true;
result.errorMessage = null; result.errorMessage = null;
logResult(sortedTemplateIds.size(), result.envelopeId, 'Success', null); logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(docNames, ', ') + ')', null);
} catch (Exception e) { } catch (Exception e) {
result.success = false; result.success = false;