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)
This commit is contained in:
Paul Huliganga
parent
7df62e06ca
commit
f56b5374e4
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@ -0,0 +1,512 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>60.0</apiVersion>
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<areMetricsLoggedToDataCloud>false</areMetricsLoggedToDataCloud>
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<environments>Default</environments>
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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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<processType>Flow</processType>
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<status>Draft</status>
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<!-- ==================== VARIABLES ==================== -->
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<!-- Input: Record ID from the Client Case -->
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<variables>
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<name>recordId</name>
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<dataType>String</dataType>
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<isCollection>false</isCollection>
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<isInput>true</isInput>
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<isOutput>false</isOutput>
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</variables>
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<!-- Text Collection: Holds Docusign template IDs from selected rows -->
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<variables>
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<name>compositeTemplateIds</name>
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<dataType>String</dataType>
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<isCollection>true</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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</variables>
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<!-- Output from composite envelope action -->
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<variables>
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<name>envelopeId</name>
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<dataType>String</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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</variables>
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<variables>
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<name>envelopeSuccess</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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</variables>
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<variables>
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<name>envelopeErrorMessage</name>
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<dataType>String</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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</variables>
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<!-- ==================== START ==================== -->
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<start>
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<locationX>254</locationX>
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<locationY>0</locationY>
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<connector>
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<targetReference>Get_Records</targetReference>
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</connector>
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</start>
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<!-- ==================== STEP 1: Get Client Case Record ==================== -->
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<recordLookups>
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<name>Get_Records</name>
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<label>Get Records</label>
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<locationX>380</locationX>
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<locationY>134</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Is_Language_Selected</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Id</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>recordId</elementReference>
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</value>
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</filters>
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<getFirstRecordOnly>true</getFirstRecordOnly>
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<object>Client_Case__c</object>
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<queriedFields>Id</queriedFields>
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<queriedFields>Docusign_Envelope_Language__c</queriedFields>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<!-- ==================== STEP 2: Check Language ==================== -->
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<decisions>
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<name>Is_Language_Selected</name>
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<label>Is Language Selected?</label>
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<locationX>380</locationX>
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<locationY>242</locationY>
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<defaultConnector>
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<targetReference>Language_Not_Added_Screen</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
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<rules>
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<name>Language_Selected</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>Get_Records.Docusign_Envelope_Language__c</leftValueReference>
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<operator>IsNull</operator>
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<rightValue>
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<booleanValue>false</booleanValue>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Language_Warning_Screen</targetReference>
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</connector>
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<label>Language Selected?</label>
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</rules>
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</decisions>
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<screens>
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<name>Language_Not_Added_Screen</name>
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<label>Language Not Added Screen</label>
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<locationX>578</locationX>
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<locationY>350</locationY>
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<allowBack>false</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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<fields>
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<name>LanguageNotSelected</name>
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<fieldText><p>The <strong>DocuSign Envelope Language</strong> is not populated on the record. Please add the language first and then proceed.</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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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<screens>
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<name>Language_Warning_Screen</name>
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<label>Language Warning Screen</label>
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<locationX>182</locationX>
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<locationY>350</locationY>
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<allowBack>false</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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<connector>
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<targetReference>DocuSign_Envelope_Templates</targetReference>
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</connector>
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<fields>
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<name>LangWarningText</name>
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<fieldText><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></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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<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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<!-- ==================== STEP 3: Query Envelope Templates ==================== -->
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<!-- CHANGED: Now also queries dfsle__DocuSignId__c for composite envelope -->
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<recordLookups>
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<name>DocuSign_Envelope_Templates</name>
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<label>DocuSign Envelope Templates</label>
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<locationX>182</locationX>
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<locationY>458</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Envelope_template_records</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>Envelope_Template_Language__c</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
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</value>
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</filters>
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<getFirstRecordOnly>false</getFirstRecordOnly>
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<object>dfsle__EnvelopeConfiguration__c</object>
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<queriedFields>Id</queriedFields>
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<queriedFields>Name</queriedFields>
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<queriedFields>dfsle__DocuSignId__c</queriedFields>
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<sortField>Name</sortField>
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<sortOrder>Asc</sortOrder>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<!-- ==================== STEP 4: Data Table Screen ==================== -->
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<screens>
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<name>Envelope_template_records</name>
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<label>Envelope template records</label>
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<locationX>182</locationX>
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<locationY>566</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>Check_Row_Selection</targetReference>
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</connector>
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<fields>
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<name>data</name>
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<dataTypeMappings>
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<typeName>T</typeName>
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<typeValue>dfsle__EnvelopeConfiguration__c</typeValue>
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</dataTypeMappings>
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<extensionName>flowruntime:datatable</extensionName>
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<fieldType>ComponentInstance</fieldType>
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<inputParameters>
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<name>label</name>
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<value>
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<stringValue>Select Templates for Composite Envelope</stringValue>
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</value>
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</inputParameters>
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<inputParameters>
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<name>selectionMode</name>
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<value>
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<stringValue>MULTI_SELECT</stringValue>
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</value>
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</inputParameters>
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<inputParameters>
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<name>minRowSelection</name>
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<value>
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<numberValue>0.0</numberValue>
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</value>
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</inputParameters>
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<inputParameters>
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<name>tableData</name>
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<value>
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<elementReference>DocuSign_Envelope_Templates</elementReference>
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</value>
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</inputParameters>
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<inputParameters>
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<name>columns</name>
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<value>
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<stringValue>[{"apiName":"Name","guid":"column-6d57","editable":false,"hasCustomHeaderLabel":true,"customHeaderLabel":"Envelope Template Name","wrapText":true,"order":0,"label":"Name","type":"text"}]</stringValue>
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</value>
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</inputParameters>
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<inputsOnNextNavToAssocScrn>UseStoredValues</inputsOnNextNavToAssocScrn>
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<isRequired>true</isRequired>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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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>Send</nextOrFinishButtonLabel>
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<!-- ==================== STEP 5: Check Row Selection ==================== -->
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<decisions>
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<name>Check_Row_Selection</name>
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<label>Check Row Selection</label>
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<locationX>182</locationX>
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<locationY>674</locationY>
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<defaultConnector>
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<targetReference>Row_not_selected</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
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<rules>
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<name>Is_Row_Selected</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>data.firstSelectedRow.Id</leftValueReference>
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<operator>IsNull</operator>
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<rightValue>
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<booleanValue>false</booleanValue>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Build_Template_ID_Collection</targetReference>
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</connector>
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<label>Is Row Selected?</label>
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</rules>
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</decisions>
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<screens>
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<name>Row_not_selected</name>
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<label>Row not selected</label>
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<locationX>314</locationX>
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<locationY>782</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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<fields>
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<name>ErrorMessage</name>
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<fieldText><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></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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<showFooter>true</showFooter>
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<showHeader>false</showHeader>
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</screens>
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<!-- ==================== STEP 6: Build Template ID Collection (NEW) ==================== -->
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<!-- Loop through selected rows and extract DocuSign template IDs -->
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<loops>
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<name>Build_Template_ID_Collection</name>
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<label>Build Template ID Collection</label>
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<locationX>50</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>Add_Template_ID</targetReference>
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</nextValueConnector>
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<noMoreValuesConnector>
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<targetReference>Send_Composite_Envelope</targetReference>
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</noMoreValuesConnector>
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</loops>
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<!-- Assignment: Add current template's DocuSign ID to the collection -->
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<assignments>
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<name>Add_Template_ID</name>
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<label>Add Template ID</label>
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<locationX>50</locationX>
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<locationY>890</locationY>
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<assignmentItems>
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<assignToReference>compositeTemplateIds</assignToReference>
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<operator>Add</operator>
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<value>
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<elementReference>Build_Template_ID_Collection.dfsle__DocuSignId__c</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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<!-- ==================== STEP 7: Send Composite Envelope (NEW) ==================== -->
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<!-- Single API call with all template IDs -->
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<actionCalls>
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<name>Send_Composite_Envelope</name>
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<label>Send Composite Envelope</label>
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<locationX>50</locationX>
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<locationY>1000</locationY>
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<actionName>DocusignCompositeEnvelopeBuilder</actionName>
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<actionType>apex</actionType>
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<connector>
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<targetReference>Check_Envelope_Result</targetReference>
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</connector>
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<flowTransactionModel>Automatic</flowTransactionModel>
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<inputParameters>
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<name>templateIds</name>
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<value>
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<elementReference>compositeTemplateIds</elementReference>
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</value>
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</inputParameters>
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<inputParameters>
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<name>recordId</name>
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<value>
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<elementReference>recordId</elementReference>
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</value>
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</inputParameters>
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<inputParameters>
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<name>language</name>
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<value>
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<elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
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</value>
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</inputParameters>
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<nameSegment>DocusignCompositeEnvelopeBuilder</nameSegment>
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<offset>0</offset>
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<outputParameters>
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<assignToReference>envelopeId</assignToReference>
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<name>envelopeId</name>
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</outputParameters>
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<outputParameters>
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<assignToReference>envelopeSuccess</assignToReference>
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<name>success</name>
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</outputParameters>
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<outputParameters>
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<assignToReference>envelopeErrorMessage</assignToReference>
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<name>errorMessage</name>
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</outputParameters>
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</actionCalls>
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<!-- ==================== STEP 8: Check Result (NEW) ==================== -->
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<decisions>
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<name>Check_Envelope_Result</name>
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<label>Check Envelope Result</label>
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<locationX>50</locationX>
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<locationY>1108</locationY>
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<defaultConnector>
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<targetReference>Error_Screen</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
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<rules>
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<name>Envelope_Sent_Successfully</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>envelopeSuccess</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>Success_Screen</targetReference>
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</connector>
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<label>Envelope Sent Successfully</label>
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</rules>
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</decisions>
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<!-- ==================== SCREENS ==================== -->
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<screens>
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<name>Success_Screen</name>
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<label>Success Screen</label>
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<locationX>50</locationX>
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<locationY>1216</locationY>
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<allowBack>false</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>false</allowPause>
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<fields>
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<name>SuccessMessage</name>
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<fieldText><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></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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<showFooter>true</showFooter>
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<showHeader>false</showHeader>
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</screens>
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<screens>
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<name>Error_Screen</name>
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<label>Error Screen</label>
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<locationX>314</locationX>
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<locationY>1216</locationY>
|
||||
<allowBack>true</allowBack>
|
||||
<allowFinish>true</allowFinish>
|
||||
<allowPause>false</allowPause>
|
||||
<backButtonLabel>Back</backButtonLabel>
|
||||
<fields>
|
||||
<name>ErrorDisplayMessage</name>
|
||||
<fieldText><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></fieldText>
|
||||
<fieldType>DisplayText</fieldType>
|
||||
<styleProperties>
|
||||
<verticalAlignment>
|
||||
<stringValue>top</stringValue>
|
||||
</verticalAlignment>
|
||||
<width>
|
||||
<stringValue>12</stringValue>
|
||||
</width>
|
||||
</styleProperties>
|
||||
</fields>
|
||||
<showFooter>true</showFooter>
|
||||
<showHeader>false</showHeader>
|
||||
</screens>
|
||||
|
||||
<!-- ==================== METADATA ==================== -->
|
||||
|
||||
<processMetadataValues>
|
||||
<name>BuilderType</name>
|
||||
<value>
|
||||
<stringValue>LightningFlowBuilder</stringValue>
|
||||
</value>
|
||||
</processMetadataValues>
|
||||
<processMetadataValues>
|
||||
<name>CanvasMode</name>
|
||||
<value>
|
||||
<stringValue>AUTO_LAYOUT_CANVAS</stringValue>
|
||||
</value>
|
||||
</processMetadataValues>
|
||||
<processMetadataValues>
|
||||
<name>OriginBuilderType</name>
|
||||
<value>
|
||||
<stringValue>LightningFlowBuilder</stringValue>
|
||||
</value>
|
||||
</processMetadataValues>
|
||||
</Flow>
|
||||
Loading…
Reference in New Issue