storeESignature
The DocuSign e-sign integration is not part of the standard Dynamo license; please contact support@documill.com to enable the licenses.
Stores data of an e-signature process initiated through sendToDocuSign into Salesforce as a new record. The record will be of type "Dynamo_ESignature__c", so be sure to have this Dynamo e-signature custom object type defined in your organization before using this command. The created record will receive status updates as the signing process progresses if the related DocuSign account is properly configured to send updates to Dynamo.
This command will set field values for the created record as follows:
ESignature_DocumentId__c: Set to the resolved value of the
documentId
attribute.ParentId__c: Set to the resolved value of either
fileId
orparentId
attribute, depending on which one is defined. If both are defined,fileId
takes priority.Sent_By__c: Set to the resolved value of the
sentBy
attribute.Sent_To__c: Set to a string containing the e-mail addresses of the signers, as defined with the signer child commands of sendToDocuSign.
Date_Sent__c: Set to the moment of this command's evaluation.
Status__c: Set to "pending".
Field defined by
parentIdFieldName
: Set to the resolved value ofparentId
. Will not be set ifparentIdFieldName
is undefined.
Attributes
documentId | ||
---|---|---|
Required | Value type | EL-evaluated |
Yes | String | Yes |
Defines the ID of the DocuSign envelope whose data is to be recorded into Salesforce. This can be acquired from the |
fileId | ||
---|---|---|
Required | Value type | EL-evaluated |
No | String | Yes |
Defines that the signed document should be uploaded into Salesforce as a new version of a specified file record. The resolved value is expected to be the ID of a ContentDocument record. Either this or the |
parentId | ||
---|---|---|
Required | Value type | EL-evaluated |
No | String | Yes |
Defines that the signed document should be uploaded into Salesforce as an attachment for a specified record. The resolved value is expected to be the ID of a record that can accept Attachment records. The resolved value of this attribute will also be set on the created Dynamo_ESignature__c record as the value of the field defined by Either this or the |
parentIdFieldName | ||
---|---|---|
Required | Value type | EL-evaluated |
No | String | Yes |
Defines the name of a field on the Dynamo e-signature custom object whose value for the created record will be set to the resolved value of the |
sentBy | ||
---|---|---|
Required | Value type | EL-evaluated |
Yes | String | Yes |
Defines the value for the Sent_By__c field on the created Dynamo_ESignature__c record. |
Signature status custom object definition
API name: Dynamo_ESignature__c
Field Label | Field Name (API Name) | Data Type |
---|---|---|
Created By | CreatedById | Lookup(User) |
Date Sent | Date_Sent__c | Date/Time |
Date Signed | Date_Signed__c | Date/Time |
Dynamo ESignature Name | Name | Text(80) |
ESignature_DocumentId | ESignature_DocumentId__c | Text(64) |
Last Modified By | LastModifiedById | Lookup(User) |
Owner | OwnerId | Lookup(User,Group) |
Sent By | Sent_By__c | |
Sent To | Sent_To__c | Long Text Area(32768) |
Status | Status__c | Text(64) |
ParentId | ParentId__c | Text(64) |
Optional lookup field(s) defined with the | ||
Opportunity | Opportunity__c | Lookup(Opportunity) |
Examples
The storeESignature
command requires the ID of a DocuSign envelope, which is provided by sendToDocuSign
. Therefore this command can generally be placed right after sendToDocuSign
. Use the parentIdFieldName
attribute to have the created Dynamo_ESignature__c record be linked to some other record, such as an Opportunity in this example's case.
<sendToDocuSign value="${documentPDF}"
username="signatureseeker@dyndynamo.dyn"
password="alwaysbesigning"
integratorKey="11111111-2222-3333-4444-555555555555"
emailSubject="${documentPDF.title}"
environment="DEMO"
envelopeIdVar="envelopeId">
<signer email="${firstSigner.email}" name="${firstSigner.name}" />
<storeESignature documentId="${envelopeId}" parentId="${opportunity.Id}" parentIdFieldName="Opportunity__c" sentBy="${UserInfo.email}" />