I need some guidance on whether to have a trigger written or should we use a flow or process builder?? I am building out functionality using Nintex DocGen to create legal documents on our custom 'Contracts' object. Through the DocGen ui, we will have DocuSign as the delivery method. So, once the contract is generated via DocGen, then you click on the Send to DocuSign button. The document then is opened up in DocuSign embedded window on the page so you can preview. Once ready, you then click on the DocuSign "Send" button. Customer signs and the document is sent back to the Sender. After the document has been signed by the customer, I need 2 things to happen:
1. In order for the DocuSign Status related list to populate with DocuSign envelope information, the end user would need to go in to the DocuSign Status detail page for the envelope just completed. Then they need to lookup the Contract number in the "DocuSign Status" lookup field and related the Contract to it. I need this part to be automated with NO end user intervention. If we were just using DocuSign, this wouldn't be an issue as it is standard functionality for the realted list to populate with the envelope info.
2. I then need to have the 'Status' field on our custom Contract record be updated to "Signed" once the DocuSign Envelope Status equals "Completed".
I just don't know, based on what the requirements are, which is the best method to accomplish this. My gut is telling me a trigger but I really just don't know since I am not that technical.
Any suggestions will be greatly appreciated!!
Thank you for your help as always!!
Best,
Marie
답변 5개
Hi Saksi,
I'm not very technical so explaining in a more technical manner is very difficult for me, sorry about that. Hope this helps to clarify more.
The DocuSign status page has a custom field I had to create as per admin guide in order to have the DocuSign related list show up on our custom Contracts objects' page layout. See screenshot below of the DoocuSign envelope.
The field in the red box has to be populated with the respective Contract record that was sent through DocGen and then DocuSign in order for the DocuSign Status related list on our custom Contract objects' page layout to populate with the envelope's status. That field is the data type of lookup and is related to our custom object called 'Contract'. See that screenshot below:
In order for this to happen, the end user would need to find the envelope # from the DocuSign Status tab in the DocuSign for Salesforce app, and then manually edit that field via inline editing and lookup the Contract number that they used to generate the document and then subsiquently pushed for esignature to the customer via DocuSign. However, we do NOT want this to be a manual process, we really feel it is best to automate to ensure data integrity among other reasons.
I woould like to have 1 process to do all instead of multiple things happening via different methods.
Thanks,
Marie
