When the primary recipient (Docusign Recipient #1) has no email address, the
envelope is created in draft status and the sender completes delivery manually
in the Docusign Sender View web console where they can configure SMS delivery.
Apex changes:
- DocusignCompositeEnvelopeBuilder: new DRAFT_PLACEHOLDER_EMAIL constant; when
requiresDraftMode=true calls sendEnvelope(envelope, false) to create a draft,
then builds and returns a Sender View URL via buildSenderViewUrl(); buildRecipient
accepts allowPlaceholderEmail flag and substitutes placeholder when email is blank
- DocusignEnvelopeRequest: new requiresDraftMode Boolean InvocableVariable
- DocusignEnvelopeResult: new senderViewUrl String InvocableVariable
Flow (V3) changes:
- Get_Records now fetches Docusign_Recipient_1__c
- New Get_Recipient_Contact lookup queries Contact.Email and Name
- New Is_Recipient_Email_Blank decision routes to Set_Draft_Mode when blank
- New Set_Draft_Mode assignment sets requiresDraftMode=true
- New No_Email_Warning_Screen explains the draft process and required steps
- requiresDraftMode passed as input; senderViewUrl captured as output
- New Is_Draft_Envelope decision routes to Sender_View_Screen or Success_Screen
- New Sender_View_Screen shows clickable link, placeholder email, and step-by-step
instructions for configuring SMS delivery in the Docusign web console
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
When the 'Authorization to Release Information' template (English or
Spanish) is selected, a new screen prompts the user to choose how many
copies (1, 2, or 3) to include in the envelope via radio buttons.
New flow elements:
- Scan_For_Auth_Release_Template loop: iterates selected rows to detect
the target template
- Does_Row_Contain_Auth_Release decision: Contains check on row Name
- Flag_Auth_Release_Selected assignment: sets authReleaseTemplateSelected
- Is_Auth_Release_Selected decision: routes to copies screen or skips
- Authorization_Copies_Screen: displays radio buttons (1/2/3 copies)
- Store_Auth_Release_Copies assignment: writes radio selection into the
authReleaseFormCopies flow variable
- authReleaseFormCopies variable (Number, default 1)
- authReleaseTemplateSelected variable (Boolean, default false)
- AuthCopies_1/2/3 choices
authReleaseFormCopies is passed to the Apex action as a new input param.
Template name string lives in a single Contains condition for easy update.
- Updated DocusignCompositeEnvelopeBuilder.cls to sort documents and subject by Short_Name__c
- Modified Docusign_Envelope_Templates_V3.flow-meta.xml: repositioned elements and added filter for Short_Name__c not null
- Add truncation to existing working email subject logic (combined template names)
- Subject is truncated to 100 characters max with '...' suffix when needed
- Add test case for truncation with multiple templates
- Preserves existing behavior: subject = combined template names, body = concatenated email messages
- Query Short_Name__c field from dfsle__EnvelopeConfiguration__c
- Use short names for email subject (fallback to full names if blank)
- Custom emailSubject still overrides if provided
- Always truncate subject to 100 characters max
- Fixes issue where selecting all templates created too-long subject
- Truncate req.emailSubject to 100 characters max as required by Docusign
- Add '...' suffix when truncating long subjects
- Add test case for subject truncation validation
- Fixes error: 'email subject must be no greater than 100 characters'
- Truncate envelopeSubject to 100 characters max as required by Docusign
- Add '...' suffix when truncating long subjects
- Add test case for subject truncation validation
- Fixes error: 'email subject must be no greater than 100 characters'
- Truncate envelopeSubject to 100 characters max as required by Docusign
- Add '...' suffix when truncating long subjects
- Add test case for subject truncation validation
- Fixes error: 'email subject must be no greater than 100 characters'
- Email subject is now combined document names (Short_Name__c if available)
- Email body is concatenated dfsle_EmailMessage__c from each selected template
- No longer uses template-level email subject for envelope
- Keeps status/document name logic unchanged
Priority: Short_Name__c > stripped Name > template ID
Requires adding Short_Name__c (Text 80) custom field to
dfsle__EnvelopeConfiguration__c. Falls back to language-stripped
Name if Short_Name__c is blank or not populated.
- First document label is now all template names joined with ', '
- Strips ' - English', ' - Spanish', ' - French' suffixes (case-insensitive)
- Truncates to 255 chars with '...' if too long
- Docusign Status now shows e.g. 'Admin Unit Notification, Consent to Eval'
instead of 'Template 89dd5ead'
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'.
- Queries Client_Case__c for Service_Coordinator__c and Docusign_Recipient_1__c
- Resolves Contact/User name and email from lookup targets
- Maps recipients to Docusign template roles: 'Service Coordinator' and 'Docusign Recipient #1'
- Validates recipients exist and have email addresses
- Supports both Contact and User lookup types
- Role names and field names are configurable constants at top of class
- Clear error messages if recipients are missing or have no email
BREAKING CHANGE: Now uses dfsle managed package for Docusign integration.
No separate credentials or Named Credentials needed.
Changes:
- Rewrote DocusignCompositeEnvelopeBuilder to use dfsle.EnvelopeService
and dfsle.Document.fromTemplate() for composite envelopes
- Simplified DocusignEnvelopeRequestHandler to validation-only
- Updated all tests to use dfsle.TestUtils.setMock()
- 12 comprehensive test methods (success, validation, edge cases)
Deleted (no longer needed):
- DocusignAPIService.cls (raw HTTP callouts)
- DocusignAPIServiceTest.cls
- DocusignCredentials.cls (custom settings)
- DocusignCredentialsTest.cls
Benefits:
- Uses existing dfsle package authentication automatically
- No Named Credential or Custom Setting setup required
- ~95 lines of code vs ~380 lines before
- Fully supported by Docusign managed package
Salesforce requires elements of the same type (recordLookups, decisions,
screens, etc.) to be grouped together. Reordered all elements alphabetically
by type to comply with Flow metadata schema.
- Created DocusignEnvelopeRequest.cls (separate global class for input)
- Created DocusignEnvelopeResult.cls (separate global class for output)
- Updated DocusignCompositeEnvelopeBuilder to use standalone classes
- Updated DocusignEnvelopeRequestHandler to reference standalone classes
- Updated all test classes to use new class references
- Fixes Flow Builder visibility issues with nested inner classes
- Better API design with clear input/output types
- Easier to extend and reuse across other classes
- Removed testJSONBuilder from DocusignCompositeEnvelopeBuilderTest
- JSON building logic tests now handled by DocusignEnvelopeRequestHandlerTest (10 comprehensive tests)
- Fixes deployment error: method buildCompositeEnvelopeJSON no longer exists in main class
- Eliminates code duplication between test classes
Changes:
- Move validation logic to DocusignEnvelopeRequestHandler.validateRequest()
- Move envelope JSON building to DocusignEnvelopeRequestHandler.buildEnvelopeJSON()
- Add comprehensive test suite for handler (10 test methods)
- Simplify main invocable method - focus on orchestration
- Add DEPLOYMENT_AND_TESTING.md reference guide with all CLI commands
- Handler is reusable for future enhancements and integrations
Benefits:
- Single Responsibility Principle
- Reusable handler for other classes
- Better testability
- Clean separation of concerns
Paul Huliganga