salesforce-composite-envelo.../composite-envelope-builder/flows/Docusign_Envelope_Templates...

<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>60.0</apiVersion>
    <areMetricsLoggedToDataCloud>false</areMetricsLoggedToDataCloud>
    <environments>Default</environments>
    <interviewLabel>Docusign Envelope Templates V3 {!$Flow.CurrentDateTime}</interviewLabel>
    <label>Docusign Envelope Templates V3</label>
    <processType>Flow</processType>
    <status>Draft</status>

    <!-- ==================== VARIABLES ==================== -->

    <!-- Input: Record ID from the Client Case -->
    <variables>
        <name>recordId</name>
        <dataType>String</dataType>
        <isCollection>false</isCollection>
        <isInput>true</isInput>
        <isOutput>false</isOutput>
    </variables>

    <!-- Text Collection: Holds Docusign template IDs from selected rows -->
    <variables>
        <name>compositeTemplateIds</name>
        <dataType>String</dataType>
        <isCollection>true</isCollection>
        <isInput>false</isInput>
        <isOutput>false</isOutput>
    </variables>

    <!-- Output from composite envelope action -->
    <variables>
        <name>envelopeId</name>
        <dataType>String</dataType>
        <isCollection>false</isCollection>
        <isInput>false</isInput>
        <isOutput>false</isOutput>
    </variables>

    <variables>
        <name>envelopeSuccess</name>
        <dataType>Boolean</dataType>
        <isCollection>false</isCollection>
        <isInput>false</isInput>
        <isOutput>false</isOutput>
    </variables>

    <variables>
        <name>envelopeErrorMessage</name>
        <dataType>String</dataType>
        <isCollection>false</isCollection>
        <isInput>false</isInput>
        <isOutput>false</isOutput>
    </variables>

    <!-- ==================== START ==================== -->

    <start>
        <locationX>254</locationX>
        <locationY>0</locationY>
        <connector>
            <targetReference>Get_Records</targetReference>
        </connector>
    </start>

    <!-- ==================== STEP 1: Get Client Case Record ==================== -->

    <recordLookups>
        <name>Get_Records</name>
        <label>Get Records</label>
        <locationX>380</locationX>
        <locationY>134</locationY>
        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
        <connector>
            <targetReference>Is_Language_Selected</targetReference>
        </connector>
        <filterLogic>and</filterLogic>
        <filters>
            <field>Id</field>
            <operator>EqualTo</operator>
            <value>
                <elementReference>recordId</elementReference>
            </value>
        </filters>
        <getFirstRecordOnly>true</getFirstRecordOnly>
        <object>Client_Case__c</object>
        <queriedFields>Id</queriedFields>
        <queriedFields>Docusign_Envelope_Language__c</queriedFields>
        <storeOutputAutomatically>true</storeOutputAutomatically>
    </recordLookups>

    <!-- ==================== STEP 2: Check Language ==================== -->

    <decisions>
        <name>Is_Language_Selected</name>
        <label>Is Language Selected?</label>
        <locationX>380</locationX>
        <locationY>242</locationY>
        <defaultConnector>
            <targetReference>Language_Not_Added_Screen</targetReference>
        </defaultConnector>
        <defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
        <rules>
            <name>Language_Selected</name>
            <conditionLogic>and</conditionLogic>
            <conditions>
                <leftValueReference>Get_Records.Docusign_Envelope_Language__c</leftValueReference>
                <operator>IsNull</operator>
                <rightValue>
                    <booleanValue>false</booleanValue>
                </rightValue>
            </conditions>
            <connector>
                <targetReference>Language_Warning_Screen</targetReference>
            </connector>
            <label>Language Selected?</label>
        </rules>
    </decisions>

    <screens>
        <name>Language_Not_Added_Screen</name>
        <label>Language Not Added Screen</label>
        <locationX>578</locationX>
        <locationY>350</locationY>
        <allowBack>false</allowBack>
        <allowFinish>true</allowFinish>
        <allowPause>false</allowPause>
        <fields>
            <name>LanguageNotSelected</name>
            <fieldText>&lt;p&gt;The &lt;strong&gt;DocuSign Envelope Language&lt;/strong&gt; is not populated on the record. Please add the language first and then proceed.&lt;/p&gt;</fieldText>
            <fieldType>DisplayText</fieldType>
            <styleProperties>
                <verticalAlignment>
                    <stringValue>top</stringValue>
                </verticalAlignment>
                <width>
                    <stringValue>12</stringValue>
                </width>
            </styleProperties>
        </fields>
        <showFooter>true</showFooter>
        <showHeader>true</showHeader>
    </screens>

    <screens>
        <name>Language_Warning_Screen</name>
        <label>Language Warning Screen</label>
        <locationX>182</locationX>
        <locationY>350</locationY>
        <allowBack>false</allowBack>
        <allowFinish>true</allowFinish>
        <allowPause>false</allowPause>
        <connector>
            <targetReference>DocuSign_Envelope_Templates</targetReference>
        </connector>
        <fields>
            <name>LangWarningText</name>
            <fieldText>&lt;p&gt;The current selected language is &lt;strong&gt;{!Get_Records.Docusign_Envelope_Language__c}. &lt;/strong&gt;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 &lt;strong&gt;DocuSign Envelope Language&lt;/strong&gt;.&lt;/p&gt;</fieldText>
            <fieldType>DisplayText</fieldType>
            <styleProperties>
                <verticalAlignment>
                    <stringValue>top</stringValue>
                </verticalAlignment>
                <width>
                    <stringValue>12</stringValue>
                </width>
            </styleProperties>
        </fields>
        <nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel>
        <showFooter>true</showFooter>
        <showHeader>true</showHeader>
    </screens>

    <!-- ==================== STEP 3: Query Envelope Templates ==================== -->
    <!-- CHANGED: Now also queries dfsle__DocuSignId__c for composite envelope -->

    <recordLookups>
        <name>DocuSign_Envelope_Templates</name>
        <label>DocuSign Envelope Templates</label>
        <locationX>182</locationX>
        <locationY>458</locationY>
        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
        <connector>
            <targetReference>Envelope_template_records</targetReference>
        </connector>
        <filterLogic>and</filterLogic>
        <filters>
            <field>Envelope_Template_Language__c</field>
            <operator>EqualTo</operator>
            <value>
                <elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
            </value>
        </filters>
        <getFirstRecordOnly>false</getFirstRecordOnly>
        <object>dfsle__EnvelopeConfiguration__c</object>
        <queriedFields>Id</queriedFields>
        <queriedFields>Name</queriedFields>
        <queriedFields>dfsle__DocuSignId__c</queriedFields>
        <sortField>Name</sortField>
        <sortOrder>Asc</sortOrder>
        <storeOutputAutomatically>true</storeOutputAutomatically>
    </recordLookups>

    <!-- ==================== STEP 4: Data Table Screen ==================== -->

    <screens>
        <name>Envelope_template_records</name>
        <label>Envelope template records</label>
        <locationX>182</locationX>
        <locationY>566</locationY>
        <allowBack>true</allowBack>
        <allowFinish>true</allowFinish>
        <allowPause>false</allowPause>
        <backButtonLabel>Back</backButtonLabel>
        <connector>
            <targetReference>Check_Row_Selection</targetReference>
        </connector>
        <fields>
            <name>data</name>
            <dataTypeMappings>
                <typeName>T</typeName>
                <typeValue>dfsle__EnvelopeConfiguration__c</typeValue>
            </dataTypeMappings>
            <extensionName>flowruntime:datatable</extensionName>
            <fieldType>ComponentInstance</fieldType>
            <inputParameters>
                <name>label</name>
                <value>
                    <stringValue>Select Templates for Composite Envelope</stringValue>
                </value>
            </inputParameters>
            <inputParameters>
                <name>selectionMode</name>
                <value>
                    <stringValue>MULTI_SELECT</stringValue>
                </value>
            </inputParameters>
            <inputParameters>
                <name>minRowSelection</name>
                <value>
                    <numberValue>0.0</numberValue>
                </value>
            </inputParameters>
            <inputParameters>
                <name>tableData</name>
                <value>
                    <elementReference>DocuSign_Envelope_Templates</elementReference>
                </value>
            </inputParameters>
            <inputParameters>
                <name>columns</name>
                <value>
                    <stringValue>[{&quot;apiName&quot;:&quot;Name&quot;,&quot;guid&quot;:&quot;column-6d57&quot;,&quot;editable&quot;:false,&quot;hasCustomHeaderLabel&quot;:true,&quot;customHeaderLabel&quot;:&quot;Envelope Template Name&quot;,&quot;wrapText&quot;:true,&quot;order&quot;:0,&quot;label&quot;:&quot;Name&quot;,&quot;type&quot;:&quot;text&quot;}]</stringValue>
                </value>
            </inputParameters>
            <inputsOnNextNavToAssocScrn>UseStoredValues</inputsOnNextNavToAssocScrn>
            <isRequired>true</isRequired>
            <storeOutputAutomatically>true</storeOutputAutomatically>
            <styleProperties>
                <verticalAlignment>
                    <stringValue>top</stringValue>
                </verticalAlignment>
                <width>
                    <stringValue>12</stringValue>
                </width>
            </styleProperties>
        </fields>
        <nextOrFinishButtonLabel>Send</nextOrFinishButtonLabel>
        <showFooter>true</showFooter>
        <showHeader>true</showHeader>
    </screens>

    <!-- ==================== STEP 5: Check Row Selection ==================== -->

    <decisions>
        <name>Check_Row_Selection</name>
        <label>Check Row Selection</label>
        <locationX>182</locationX>
        <locationY>674</locationY>
        <defaultConnector>
            <targetReference>Row_not_selected</targetReference>
        </defaultConnector>
        <defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
        <rules>
            <name>Is_Row_Selected</name>
            <conditionLogic>and</conditionLogic>
            <conditions>
                <leftValueReference>data.firstSelectedRow.Id</leftValueReference>
                <operator>IsNull</operator>
                <rightValue>
                    <booleanValue>false</booleanValue>
                </rightValue>
            </conditions>
            <connector>
                <targetReference>Build_Template_ID_Collection</targetReference>
            </connector>
            <label>Is Row Selected?</label>
        </rules>
    </decisions>

    <screens>
        <name>Row_not_selected</name>
        <label>Row not selected</label>
        <locationX>314</locationX>
        <locationY>782</locationY>
        <allowBack>true</allowBack>
        <allowFinish>true</allowFinish>
        <allowPause>false</allowPause>
        <backButtonLabel>Back</backButtonLabel>
        <fields>
            <name>ErrorMessage</name>
            <fieldText>&lt;p&gt;&lt;strong style=&quot;background-color: rgb(255, 255, 255); color: rgb(68, 68, 68);&quot;&gt;&lt;em&gt;You have not selected any of the forms. Please go back and select the form first and then proceed.&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt;</fieldText>
            <fieldType>DisplayText</fieldType>
            <styleProperties>
                <verticalAlignment>
                    <stringValue>top</stringValue>
                </verticalAlignment>
                <width>
                    <stringValue>12</stringValue>
                </width>
            </styleProperties>
        </fields>
        <showFooter>true</showFooter>
        <showHeader>false</showHeader>
    </screens>

    <!-- ==================== STEP 6: Build Template ID Collection (NEW) ==================== -->
    <!-- Loop through selected rows and extract DocuSign template IDs -->

    <loops>
        <name>Build_Template_ID_Collection</name>
        <label>Build Template ID Collection</label>
        <locationX>50</locationX>
        <locationY>782</locationY>
        <collectionReference>data.selectedRows</collectionReference>
        <iterationOrder>Asc</iterationOrder>
        <nextValueConnector>
            <targetReference>Add_Template_ID</targetReference>
        </nextValueConnector>
        <noMoreValuesConnector>
            <targetReference>Send_Composite_Envelope</targetReference>
        </noMoreValuesConnector>
    </loops>

    <!-- Assignment: Add current template's DocuSign ID to the collection -->
    <assignments>
        <name>Add_Template_ID</name>
        <label>Add Template ID</label>
        <locationX>50</locationX>
        <locationY>890</locationY>
        <assignmentItems>
            <assignToReference>compositeTemplateIds</assignToReference>
            <operator>Add</operator>
            <value>
                <elementReference>Build_Template_ID_Collection.dfsle__DocuSignId__c</elementReference>
            </value>
        </assignmentItems>
        <connector>
            <targetReference>Build_Template_ID_Collection</targetReference>
        </connector>
    </assignments>

    <!-- ==================== STEP 7: Send Composite Envelope (NEW) ==================== -->
    <!-- Single API call with all template IDs -->

    <actionCalls>
        <name>Send_Composite_Envelope</name>
        <label>Send Composite Envelope</label>
        <locationX>50</locationX>
        <locationY>1000</locationY>
        <actionName>DocusignCompositeEnvelopeBuilder</actionName>
        <actionType>apex</actionType>
        <connector>
            <targetReference>Check_Envelope_Result</targetReference>
        </connector>
        <flowTransactionModel>Automatic</flowTransactionModel>
        <inputParameters>
            <name>templateIds</name>
            <value>
                <elementReference>compositeTemplateIds</elementReference>
            </value>
        </inputParameters>
        <inputParameters>
            <name>recordId</name>
            <value>
                <elementReference>recordId</elementReference>
            </value>
        </inputParameters>
        <inputParameters>
            <name>language</name>
            <value>
                <elementReference>Get_Records.Docusign_Envelope_Language__c</elementReference>
            </value>
        </inputParameters>
        <nameSegment>DocusignCompositeEnvelopeBuilder</nameSegment>
        <offset>0</offset>
        <outputParameters>
            <assignToReference>envelopeId</assignToReference>
            <name>envelopeId</name>
        </outputParameters>
        <outputParameters>
            <assignToReference>envelopeSuccess</assignToReference>
            <name>success</name>
        </outputParameters>
        <outputParameters>
            <assignToReference>envelopeErrorMessage</assignToReference>
            <name>errorMessage</name>
        </outputParameters>
    </actionCalls>

    <!-- ==================== STEP 8: Check Result (NEW) ==================== -->

    <decisions>
        <name>Check_Envelope_Result</name>
        <label>Check Envelope Result</label>
        <locationX>50</locationX>
        <locationY>1108</locationY>
        <defaultConnector>
            <targetReference>Error_Screen</targetReference>
        </defaultConnector>
        <defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
        <rules>
            <name>Envelope_Sent_Successfully</name>
            <conditionLogic>and</conditionLogic>
            <conditions>
                <leftValueReference>envelopeSuccess</leftValueReference>
                <operator>EqualTo</operator>
                <rightValue>
                    <booleanValue>true</booleanValue>
                </rightValue>
            </conditions>
            <connector>
                <targetReference>Success_Screen</targetReference>
            </connector>
            <label>Envelope Sent Successfully</label>
        </rules>
    </decisions>

    <!-- ==================== SCREENS ==================== -->

    <screens>
        <name>Success_Screen</name>
        <label>Success Screen</label>
        <locationX>50</locationX>
        <locationY>1216</locationY>
        <allowBack>false</allowBack>
        <allowFinish>true</allowFinish>
        <allowPause>false</allowPause>
        <fields>
            <name>SuccessMessage</name>
            <fieldText>&lt;p&gt;&lt;span style=&quot;font-size: 16px; color: rgb(0, 128, 0);&quot;&gt;✅ Composite envelope sent successfully!&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Envelope ID:&lt;/strong&gt; {!envelopeId}&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Templates combined:&lt;/strong&gt; All selected templates were merged into a single envelope.&lt;/p&gt;</fieldText>
            <fieldType>DisplayText</fieldType>
            <styleProperties>
                <verticalAlignment>
                    <stringValue>top</stringValue>
                </verticalAlignment>
                <width>
                    <stringValue>12</stringValue>
                </width>
            </styleProperties>
        </fields>
        <showFooter>true</showFooter>
        <showHeader>false</showHeader>
    </screens>

    <screens>
        <name>Error_Screen</name>
        <label>Error Screen</label>
        <locationX>314</locationX>
        <locationY>1216</locationY>
        <allowBack>true</allowBack>
        <allowFinish>true</allowFinish>
        <allowPause>false</allowPause>
        <backButtonLabel>Back</backButtonLabel>
        <fields>
            <name>ErrorDisplayMessage</name>
            <fieldText>&lt;p&gt;&lt;span style=&quot;font-size: 16px; color: rgb(255, 0, 0);&quot;&gt;❌ Failed to send composite envelope.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Error:&lt;/strong&gt; {!envelopeErrorMessage}&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Please try again or contact your administrator.&lt;/p&gt;</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>