What I am trying to accomplish is tie the Docusign Envelope record to the Opportunity. I have attempted to configure visual flow along with process builder to achieve this behavior. However, it is not cooperating.
The logic behind the automation is as follows:
1 - Process Builder is set to check if the Docusign Envelope record was created. If so, then it will fire off the flow. As part of the flow, I've created a variable called "varDocusignEnvelopeID" which will capture the envelope ID to be used in the flow to match the Docusign Status and Docusign Envelope records. This is being done in order to grab the Opportunity Lookup field value from the Docusign Status page. This field does NOT exist on the Docusign Envelope record page.
the Docusign Envelope ID will look something like this:
DocuSign Envelope ID: 7f59ffb4-bf22-478e-xx26-5xx86c4770a6
2 - when the flow is run, the first step is a record lookup:
The variable for DocuSign Envelope ID is on the DocuSign Envelope record page. it is looking to see if it matched the DocuSign Envelope ID on the Docusign Status Page. IF there is a match, the flow is supposed to capture the Opportunity Lookup field on the Docusign Status page as a text value in a custom field called Opportunity Test.
3 - the next step in the flow is a record Update. I am looking to see if the last modified date field is null or not. If it is NOT null, then it would update a field (custom field) called Opp Name which is populated using the variable from the previous step to capture the text value of the Opportunity lookup field name.
I was testing up to this point to see if it would populate the Opportunity Name into a text field. The final step would be to take this text field and use it to update the actual Opportunity Lookup field, both of which are on the Docusign Envelope record page.
With all of these steps completed, the expected behavior is to see the Docusign Envelope show up on the related list on the Opportunity object record page.
Any tips or hints on how to correct the errors and achieve the intended behavior? Thanks!
1 answer
Hi Dennis,
In case you don't receive a response here, may I also suggest joining the Salesforce Workflow Automation group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzcCAA
Thanks.
