From f56b5374e43cc6d80ff837648e59c4dbc95fd3d5 Mon Sep 17 00:00:00 2001 From: Paul Huliganga Date: Wed, 25 Feb 2026 10:52:48 -0500 Subject: [PATCH] feat: add V3 Flow XML for composite envelope sending V3 replaces individual envelope sends with single composite API call: - Added dfsle__DocuSignId__c to record lookup query - New loop builds text collection of Docusign template IDs from selected rows - Single Action call to DocusignCompositeEnvelopeBuilder after loop - Passes language from Client_Case__c automatically - New success screen shows envelope ID - New error screen with error message display - Result checking decision (success/failure routing) - Flow status: Draft (safe to deploy and test) --- ...cusign_Envelope_Templates_V3.flow-meta.xml | 512 ++++++++++++++++++ 1 file changed, 512 insertions(+) create mode 100644 composite-envelope-builder/flows/Docusign_Envelope_Templates_V3.flow-meta.xml diff --git a/composite-envelope-builder/flows/Docusign_Envelope_Templates_V3.flow-meta.xml b/composite-envelope-builder/flows/Docusign_Envelope_Templates_V3.flow-meta.xml new file mode 100644 index 0000000..ab6ed18 --- /dev/null +++ b/composite-envelope-builder/flows/Docusign_Envelope_Templates_V3.flow-meta.xml @@ -0,0 +1,512 @@ + + + 60.0 + false + Default + Docusign Envelope Templates V3 {!$Flow.CurrentDateTime} + + Flow + Draft + + + + + + recordId + String + false + true + false + + + + + compositeTemplateIds + String + true + false + false + + + + + envelopeId + String + false + false + false + + + + envelopeSuccess + Boolean + false + false + false + + + + envelopeErrorMessage + String + false + false + false + + + + + + 254 + 0 + + Get_Records + + + + + + + Get_Records + + 380 + 134 + false + + Is_Language_Selected + + and + + Id + EqualTo + + recordId + + + true + Client_Case__c + Id + Docusign_Envelope_Language__c + true + + + + + + Is_Language_Selected + + 380 + 242 + + Language_Not_Added_Screen + + Default Outcome + + Language_Selected + and + + Get_Records.Docusign_Envelope_Language__c + IsNull + + false + + + + Language_Warning_Screen + + + + + + + Language_Not_Added_Screen + + 578 + 350 + false + true + false + + LanguageNotSelected + <p>The <strong>DocuSign Envelope Language</strong> is not populated on the record. Please add the language first and then proceed.</p> + DisplayText + + + top + + + 12 + + + + true + true + + + + Language_Warning_Screen + + 182 + 350 + false + true + false + + DocuSign_Envelope_Templates + + + LangWarningText + <p>The current selected language is <strong>{!Get_Records.Docusign_Envelope_Language__c}. </strong>On the next screen you will be able to see form names of {!Get_Records.Docusign_Envelope_Language__c} language only. If you want to switch the language, please go back to record and select another language form <strong>DocuSign Envelope Language</strong>.</p> + DisplayText + + + top + + + 12 + + + + Next + true + true + + + + + + + DocuSign_Envelope_Templates + + 182 + 458 + false + + Envelope_template_records + + and + + Envelope_Template_Language__c + EqualTo + + Get_Records.Docusign_Envelope_Language__c + + + false + dfsle__EnvelopeConfiguration__c + Id + Name + dfsle__DocuSignId__c + Name + Asc + true + + + + + + Envelope_template_records + + 182 + 566 + true + true + false + Back + + Check_Row_Selection + + + data + + T + dfsle__EnvelopeConfiguration__c + + flowruntime:datatable + ComponentInstance + + label + + Select Templates for Composite Envelope + + + + selectionMode + + MULTI_SELECT + + + + minRowSelection + + 0.0 + + + + tableData + + DocuSign_Envelope_Templates + + + + columns + + [{"apiName":"Name","guid":"column-6d57","editable":false,"hasCustomHeaderLabel":true,"customHeaderLabel":"Envelope Template Name","wrapText":true,"order":0,"label":"Name","type":"text"}] + + + UseStoredValues + true + true + + + top + + + 12 + + + + Send + true + true + + + + + + Check_Row_Selection + + 182 + 674 + + Row_not_selected + + Default Outcome + + Is_Row_Selected + and + + data.firstSelectedRow.Id + IsNull + + false + + + + Build_Template_ID_Collection + + + + + + + Row_not_selected + + 314 + 782 + true + true + false + Back + + ErrorMessage + <p><strong style="background-color: rgb(255, 255, 255); color: rgb(68, 68, 68);"><em>You have not selected any of the forms. Please go back and select the form first and then proceed.</em></strong></p> + DisplayText + + + top + + + 12 + + + + true + false + + + + + + + Build_Template_ID_Collection + + 50 + 782 + data.selectedRows + Asc + + Add_Template_ID + + + Send_Composite_Envelope + + + + + + Add_Template_ID + + 50 + 890 + + compositeTemplateIds + Add + + Build_Template_ID_Collection.dfsle__DocuSignId__c + + + + Build_Template_ID_Collection + + + + + + + + Send_Composite_Envelope + + 50 + 1000 + DocusignCompositeEnvelopeBuilder + apex + + Check_Envelope_Result + + Automatic + + templateIds + + compositeTemplateIds + + + + recordId + + recordId + + + + language + + Get_Records.Docusign_Envelope_Language__c + + + DocusignCompositeEnvelopeBuilder + 0 + + envelopeId + envelopeId + + + envelopeSuccess + success + + + envelopeErrorMessage + errorMessage + + + + + + + Check_Envelope_Result + + 50 + 1108 + + Error_Screen + + Default Outcome + + Envelope_Sent_Successfully + and + + envelopeSuccess + EqualTo + + true + + + + Success_Screen + + + + + + + + + Success_Screen + + 50 + 1216 + false + true + false + + SuccessMessage + <p><span style="font-size: 16px; color: rgb(0, 128, 0);">✅ Composite envelope sent successfully!</span></p><p><br></p><p><strong>Envelope ID:</strong> {!envelopeId}</p><p><strong>Templates combined:</strong> All selected templates were merged into a single envelope.</p> + DisplayText + + + top + + + 12 + + + + true + false + + + + Error_Screen + + 314 + 1216 + true + true + false + Back + + ErrorDisplayMessage + <p><span style="font-size: 16px; color: rgb(255, 0, 0);">❌ Failed to send composite envelope.</span></p><p><br></p><p><strong>Error:</strong> {!envelopeErrorMessage}</p><p><br></p><p>Please try again or contact your administrator.</p> + DisplayText + + + top + + + 12 + + + + true + false + + + + + + BuilderType + + LightningFlowBuilder + + + + CanvasMode + + AUTO_LAYOUT_CANVAS + + + + OriginBuilderType + + LightningFlowBuilder + + +