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
- 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
Paul Huliganga