feat(apex): support multiple copies of Authorization to Release Information
DocusignEnvelopeRequest: - Add authReleaseFormCopies InvocableVariable (Integer, optional, 1-3) DocusignCompositeEnvelopeBuilder: - Add MULTI_COPY_TEMPLATE_NAME constant (single place to update if the template is renamed; matched via LIKE '%...%' covering both languages) - Before building the document list, query for template IDs matching the multi-copy template name and append (copies-1) additional IDs so the envelope contains the correct number of distinct documents - Duplicate-safe label builder: appends '(Copy N)' suffix to keep document labels unique within the envelope - Build deduplicated displayNames list for email subject/body: collapses multi-copy entries to a single line with a '(N)' count suffix, e.g. 'Authorization to Release Information (3)' - Email body: each template's message text is included only once even when the same template ID appears multiple times (bodyIdsAdded guard) - Log and Status label use displayNames (deduplicated) not raw docNames
This commit is contained in:
Paul Huliganga
parent
81c08f3fe1
commit
9b355b997e
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@ -20,6 +20,15 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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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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// ============================================================
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// MULTI-COPY TEMPLATE: Update this if the template name changes.
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// This is matched against the dfsle__EnvelopeConfiguration__c Name
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// field using a case-insensitive contains check.
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// Both English and Spanish versions share this base name.
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// ============================================================
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@TestVisible
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private static final String MULTI_COPY_TEMPLATE_NAME = 'Authorization to Release Information';
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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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@ -44,8 +53,38 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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new dfsle.Entity(req.recordId)
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);
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// Build document list from templates (deduplicated and sorted)
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List<String> sortedTemplateIds = new List<String>(new Set<String>(req.templateIds));
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// Expand multi-copy templates before deduplication.
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// If the user selected the Authorization to Release Information template and
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// requested more than 1 copy, insert additional copies of its template ID into
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// the list now so the deduplication step handles all IDs uniformly.
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List<String> expandedTemplateIds = new List<String>(req.templateIds);
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Integer copies = (req.authReleaseFormCopies != null && req.authReleaseFormCopies > 1)
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? Math.min(req.authReleaseFormCopies, 3)
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: 1;
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if (copies > 1) {
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// Find which template ID(s) correspond to the multi-copy template
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List<String> multiCopyIds = new List<String>();
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for (dfsle__EnvelopeConfiguration__c config : [
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SELECT dfsle__DocuSignId__c
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FROM dfsle__EnvelopeConfiguration__c
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WHERE dfsle__DocuSignId__c IN :req.templateIds
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AND Name LIKE :('%' + MULTI_COPY_TEMPLATE_NAME + '%')
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]) {
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multiCopyIds.add(config.dfsle__DocuSignId__c);
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}
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// Add (copies - 1) additional entries for each matched template ID
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for (String multiId : multiCopyIds) {
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for (Integer i = 1; i < copies; i++) {
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expandedTemplateIds.add(multiId);
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}
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}
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}
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// Build document list from templates.
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// NOTE: We intentionally do NOT deduplicate here so that multiple copies of
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// the same template ID produce distinct documents in the envelope.
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// We sort by label after resolving names instead.
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List<String> sortedTemplateIds = new List<String>(expandedTemplateIds);
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sortedTemplateIds.sort();
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// Query template names for document labels (shows in Docusign Status)
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@ -65,7 +104,10 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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List<dfsle.Document> documents = new List<dfsle.Document>();
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List<String> docNames = new List<String>();
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Map<String, String> labelToId = new Map<String, String>();
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// Use a list of label+id pairs to correctly handle duplicate template IDs
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// (e.g. multiple copies of Authorization to Release Information)
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List<String[]> labelIdPairs = new List<String[]>();
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Map<String, Integer> labelCounters = new Map<String, Integer>();
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for (String templateId : sortedTemplateIds) {
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String label;
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if (templateShortNames.containsKey(templateId)) {
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@ -75,10 +117,24 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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} else {
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label = templateId;
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}
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labelToId.put(label, templateId);
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// If the same label appears more than once, append " (Copy N)" to distinguish
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if (labelCounters.containsKey(label)) {
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Integer count = labelCounters.get(label) + 1;
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labelCounters.put(label, count);
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label = label + ' (Copy ' + count + ')';
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} else {
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labelCounters.put(label, 1);
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}
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labelIdPairs.add(new String[]{ label, templateId });
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docNames.add(label);
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}
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// Sort by label for consistent ordering
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docNames.sort();
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// Re-order labelIdPairs to match sorted docNames
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Map<String, String> labelToId = new Map<String, String>();
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for (String[] pair : labelIdPairs) {
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labelToId.put(pair[0], pair[1]);
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}
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List<String> sortedIds = new List<String>();
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for (String label : docNames) {
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sortedIds.add(labelToId.get(label));
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@ -95,9 +151,30 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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}
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myEnvelope = myEnvelope.withDocuments(documents);
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// Build a deduplicated display list for the email subject and body.
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// Where a template appears more than once (multi-copy), show the base label
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// once with a " [x N]" count suffix, e.g. "Authorization to Release Information [x 3]".
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// This keeps the subject and body clean while the envelope still contains all copies.
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Map<String, Integer> baseNameCounts = new Map<String, Integer>();
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List<String> baseNameOrder = new List<String>();
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for (String label : docNames) {
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// Strip the " (Copy N)" suffix to recover the base label
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String baseName = label.replaceAll(' \\(Copy \\d+\\)$', '');
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if (!baseNameCounts.containsKey(baseName)) {
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baseNameCounts.put(baseName, 0);
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baseNameOrder.add(baseName);
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}
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baseNameCounts.put(baseName, baseNameCounts.get(baseName) + 1);
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}
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List<String> displayNames = new List<String>();
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for (String baseName : baseNameOrder) {
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Integer cnt = baseNameCounts.get(baseName);
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displayNames.add(cnt > 1 ? baseName + ' (' + cnt + ')' : baseName);
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}
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// Set combined template names as the envelope document name
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// (shows in Docusign Status "Document Name" column)
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String combinedName = String.join(docNames, ', ');
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String combinedName = String.join(displayNames, ', ');
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if (combinedName.length() > 255) {
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combinedName = combinedName.left(252) + '...';
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}
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@ -114,22 +191,27 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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List<dfsle.Recipient> recipients = resolveRecipients(req.recordId);
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myEnvelope = myEnvelope.withRecipients(recipients);
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// Set envelope subject to combined template names and body to concatenated template email messages
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// Query for EmailMessage__c
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// Set envelope subject to combined display names (deduplicated, with copy counts).
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// Query for EmailMessage__c — use a deduplicated set of template IDs so each
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// template's body text is included only once even when multi-copy is in effect.
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Set<String> uniqueTemplateIds = new Set<String>(sortedIds);
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Map<String, String> templateBodies = new Map<String, String>();
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for (dfsle__EnvelopeConfiguration__c config : [
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SELECT dfsle__DocuSignId__c, dfsle__EmailMessage__c
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FROM dfsle__EnvelopeConfiguration__c
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WHERE dfsle__DocuSignId__c IN :sortedTemplateIds
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WHERE dfsle__DocuSignId__c IN :uniqueTemplateIds
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]) {
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if (String.isNotBlank(config.dfsle__EmailMessage__c)) {
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templateBodies.put(config.dfsle__DocuSignId__c, config.dfsle__EmailMessage__c);
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}
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}
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// Build body using one entry per unique template ID (preserving sorted order)
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Set<String> bodyIdsAdded = new Set<String>();
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List<String> bodyParts = new List<String>();
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for (String templateId : sortedIds) {
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if (templateBodies.containsKey(templateId)) {
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if (templateBodies.containsKey(templateId) && !bodyIdsAdded.contains(templateId)) {
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bodyParts.add(templateBodies.get(templateId));
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bodyIdsAdded.add(templateId);
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}
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}
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String envelopeSubject = combinedName;
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@ -148,7 +230,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
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result.success = true;
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result.errorMessage = null;
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logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(docNames, ', ') + ')', null);
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logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(displayNames, ', ') + ')', null);
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} catch (Exception e) {
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result.success = false;
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@ -32,4 +32,11 @@ global class DocusignEnvelopeRequest {
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required=false
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)
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global String emailSubject;
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@InvocableVariable(
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label='Authorization to Release Form Copies'
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description='Number of times to include the Authorization to Release Information template (1-3). Only used when that template is selected.'
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required=false
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)
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global Integer authReleaseFormCopies;
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}
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