/
How to Automate and Create Document Workflow
How to Automate and Create Document Workflow
Create an Invocable Apex Class
Get the variables from the flow
String templateId = <Id of the Document template Record you want to use>
String recordId = <Id of the sObject Record on which you want to trigger the document workflow>
Inside The Invocable Class Invoke Generate Document Service
String sResponse= docgen_esign.GlobalServices.generateDocument(templateId,recordId);
Deserialize the sResponse into type Map<String,Object>
Map<String, Object> outputMap = (Map<String, Object>)JSON.deserializeUntyped(sResponse);
Check the status
if(outputMap.containsKey('bSuccess')){
if((Boolean)outputMap.get('bSuccess') ){
//Document WorkFlow Created
}
else{
//Get the error
String error = outputMap.containsKey('Message')?(String)outputMap.get('Message'):'Something Went Wrong While Generating Document';
}
, multiple selections available,
Related content
Step by Step Guide to Creating a Document Template in DocGen & eSign.
Step by Step Guide to Creating a Document Template in DocGen & eSign.
More like this
DocGen & eSign Admin Guide: Setup, Install, and Configure
DocGen & eSign Admin Guide: Setup, Install, and Configure
More like this
Step-by-Step Guide to Adding Signers
Step-by-Step Guide to Adding Signers
Read with this
How to map document fields to sObject fields for DocGen and eSign app.
How to map document fields to sObject fields for DocGen and eSign app.
More like this
eFax Automation
eFax Automation
More like this
How to Automate and Create P2 Container Request
How to Automate and Create P2 Container Request
More like this