View Source DocuSign.Api.EnvelopeWorkflowDefinition (DocuSign v1.2.0)

API calls for all endpoints tagged EnvelopeWorkflowDefinition.

Summary

Functions

Delete the workflow definition for an envelope. Deletes the specified envelope's workflow definition if it has one. Note: If the envelope was scheduled to be sent, this endpoint will cancel the scheduled send and the envelope status will be reset to created. To resend the envelope, call the update the status to sent with the Envelopes::Update method.

Returns the workflow definition for an envelope. Returns the workflow definition for the envelope specified by envelopeId. If the envelope does not have a workflow object, this method returns a 404.

Updates the workflow definition for an envelope. Updates the specified envelope's workflow. You can use this endpoint to add scheduled sending to a draft envelope. You can also update the scheduled sending for a sent envelope if the scheduled sending countdown is in progress. In that case, the envelope will be reset to a draft state. You can also add delayed routing to a draft envelope or a sent envelope that has not started workflow processing.

Deletes the delayed routing rules for the specified envelope workflow step. Delete the delayed routing object for an envelope's workflow step. You cannot call this endpoint once the delay is in progress. As a workaround, you can update the delay or send time to one minute in the future using the updateEnvelopeDelayedRoutingDefinition endpoint. Note: After deleting the delayed routing object, the workflow step still contains the pause_before action. Once the workflow step is reached, you will need to unpause the envelope. If you want to delete the step entirely, use deleteEnvelopeWorkflowStepDefinition instead.

Returns the delayed routing rules for an envelope's workflow step definition. Given an envelope and a workflow step, returns the delayed routing rules for that workflow step. Note: If the workflow step does not have a delayed routing object, this method returns a 404.

Updates the delayed routing rules for an envelope's workflow step definition. Updates the delayed routing rules for an envelope's workflow step definition. You can use this endpoint to add delayed routing to a draft envelope or a sent envelope (as long as the previous workflow step has not yet been completed). You can also update the delayed routing rule for an envelope, as long as the delay is not yet complete. If you update the delayed routing rule while the delay is already in progress, the countdown will reset.

Deletes the scheduled sending rules for the envelope's workflow. Deletes the scheduled sending rules for an envelope's workflow. You cannot call this endpoint once the scheduled sending countdown has begun.

Returns the scheduled sending rules for an envelope's workflow definition. Given a template and a workflow step, returns the scheduled sending rules for that workflow step. Note: If the workflow step does not have a scheduled sending object, this method returns a 404.

Updates the scheduled sending rules for an envelope's workflow. Updates the scheduled sending rules for an envelope's workflow. The envelope must have an existing workflow object.

Deletes a workflow step from an envelope's workflow definition. Deletes the workflow step specified by workflowStepId from an envelope specified by envelopeId.

Returns a specified workflow step for a specified template. Returns a workflow step specified by workflowStepId for an envelope specified by envelopeId.

Adds a new step to an envelope's workflow. Adds a new step to an envelope's workflow.

Updates the specified workflow step for an envelope. Updates the workflow step specified by workflowStepId for an envelope. You can use this endpoint to add or update delayed routing for a draft envelope. You can add or update delayed routing for a sent envelope as long as the previous workflow step has not been completed.

Delete the workflow definition for a template. Deletes the specified template's workflow definition if it has one. Note: If the specified template does not have a workflow definition, this endpoint returns a 200 response.

Returns the workflow definition for a template. Returns the workflow definition for the template specified by templateId. If the template does not have a workflow object, this method returns a 404.

Updates the workflow definition for a template. Updates the specified template's workflow definition.

Deletes the delayed routing rules for the specified template workflow step. Deletes the delayed routing rules for the specified template workflow step.

Returns the delayed routing rules for a template's workflow step definition. Given a template and a workflow step, returns the delayed routing rules for that workflow step. Note: If the workflow step does not have a delayed routing object, this method returns a 404.

Updates the delayed routing rules for a template's workflow step. Updates the scheduled sending rules for a template's workflow.

Deletes the scheduled sending rules for the template's workflow. Deletes the scheduled sending rules for the template's workflow.

Returns the scheduled sending rules for a template's workflow definition. Given a template specified by templateId, returns the scheduled sending rules for that template's workflow object. Note: If the template's workflow does not have a scheduled sending object, this method returns a 404.

Deletes a workflow step from an template's workflow definition. Deletes a workflow step from an template's workflow definition.

Returns a specified workflow step for a specified envelope. Returns a workflow step specified by workflowStepId for a template specified by templateId.

Adds a new step to a template's workflow. Adds a new step to a template's workflow.

Updates a specified workflow step for a template. Updates a specified workflow step for a template.

Functions

Link to this function

envelope_workflow_definition_v2_delete_envelope_workflow_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_definition_v2_delete_envelope_workflow_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Delete the workflow definition for an envelope. Deletes the specified envelope's workflow definition if it has one. Note: If the envelope was scheduled to be sent, this endpoint will cancel the scheduled send and the envelope status will be reset to created. To resend the envelope, call the update the status to sent with the Envelopes::Update method.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_definition_v2_get_envelope_workflow_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_definition_v2_get_envelope_workflow_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.Workflow.t()}
  | {:error, Tesla.Env.t()}

Returns the workflow definition for an envelope. Returns the workflow definition for the envelope specified by envelopeId. If the envelope does not have a workflow object, this method returns a 404.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.Workflow.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_definition_v2_put_envelope_workflow_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_definition_v2_put_envelope_workflow_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.Workflow.t()}
  | {:error, Tesla.Env.t()}

Updates the workflow definition for an envelope. Updates the specified envelope's workflow. You can use this endpoint to add scheduled sending to a draft envelope. You can also update the scheduled sending for a sent envelope if the scheduled sending countdown is in progress. In that case, the envelope will be reset to a draft state. You can also add delayed routing to a draft envelope or a sent envelope that has not started workflow processing.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters
    • :body (Workflow):

Returns

  • {:ok, DocuSign.Model.Workflow.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_delayed_routing_delete_envelope_delayed_routing_definition(connection, account_id, envelope_id, workflow_step_id, opts \\ [])

View Source
@spec envelope_workflow_delayed_routing_delete_envelope_delayed_routing_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Deletes the delayed routing rules for the specified envelope workflow step. Delete the delayed routing object for an envelope's workflow step. You cannot call this endpoint once the delay is in progress. As a workaround, you can update the delay or send time to one minute in the future using the updateEnvelopeDelayedRoutingDefinition endpoint. Note: After deleting the delayed routing object, the workflow step still contains the pause_before action. Once the workflow step is reached, you will need to unpause the envelope. If you want to delete the step entirely, use deleteEnvelopeWorkflowStepDefinition instead.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_delayed_routing_get_envelope_delayed_routing_definition(connection, account_id, envelope_id, workflow_step_id, opts \\ [])

View Source
@spec envelope_workflow_delayed_routing_get_envelope_delayed_routing_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.DelayedRouting.t()}
  | {:error, Tesla.Env.t()}

Returns the delayed routing rules for an envelope's workflow step definition. Given an envelope and a workflow step, returns the delayed routing rules for that workflow step. Note: If the workflow step does not have a delayed routing object, this method returns a 404.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.DelayedRouting.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_delayed_routing_put_envelope_delayed_routing_definition(connection, account_id, envelope_id, workflow_step_id, opts \\ [])

View Source
@spec envelope_workflow_delayed_routing_put_envelope_delayed_routing_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.DelayedRouting.t()}
  | {:error, Tesla.Env.t()}

Updates the delayed routing rules for an envelope's workflow step definition. Updates the delayed routing rules for an envelope's workflow step definition. You can use this endpoint to add delayed routing to a draft envelope or a sent envelope (as long as the previous workflow step has not yet been completed). You can also update the delayed routing rule for an envelope, as long as the delay is not yet complete. If you update the delayed routing rule while the delay is already in progress, the countdown will reset.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters
    • :body (DelayedRouting): A complex element that specifies the delayed routing settings for the workflow step.

Returns

  • {:ok, DocuSign.Model.DelayedRouting.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_scheduled_sending_delete_envelope_scheduled_sending_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_scheduled_sending_delete_envelope_scheduled_sending_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Deletes the scheduled sending rules for the envelope's workflow. Deletes the scheduled sending rules for an envelope's workflow. You cannot call this endpoint once the scheduled sending countdown has begun.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_scheduled_sending_get_envelope_scheduled_sending_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_scheduled_sending_get_envelope_scheduled_sending_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.ScheduledSending.t()}
  | {:error, Tesla.Env.t()}

Returns the scheduled sending rules for an envelope's workflow definition. Given a template and a workflow step, returns the scheduled sending rules for that workflow step. Note: If the workflow step does not have a scheduled sending object, this method returns a 404.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.ScheduledSending.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_scheduled_sending_put_envelope_scheduled_sending_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_scheduled_sending_put_envelope_scheduled_sending_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.ScheduledSending.t()}
  | {:error, Tesla.Env.t()}

Updates the scheduled sending rules for an envelope's workflow. Updates the scheduled sending rules for an envelope's workflow. The envelope must have an existing workflow object.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters
    • :body (ScheduledSending): An object that describes the settings for scheduled sending.

Returns

  • {:ok, DocuSign.Model.ScheduledSending.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_step_delete_envelope_workflow_step_definition(connection, account_id, envelope_id, workflow_step_id, opts \\ [])

View Source
@spec envelope_workflow_step_delete_envelope_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Deletes a workflow step from an envelope's workflow definition. Deletes the workflow step specified by workflowStepId from an envelope specified by envelopeId.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_step_get_envelope_workflow_step_definition(connection, account_id, envelope_id, workflow_step_id, opts \\ [])

View Source
@spec envelope_workflow_step_get_envelope_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.WorkflowStep.t()}
  | {:error, Tesla.Env.t()}

Returns a specified workflow step for a specified template. Returns a workflow step specified by workflowStepId for an envelope specified by envelopeId.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.WorkflowStep.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_step_post_envelope_workflow_step_definition(connection, account_id, envelope_id, opts \\ [])

View Source
@spec envelope_workflow_step_post_envelope_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.WorkflowStep.t()}
  | {:error, Tesla.Env.t()}

Adds a new step to an envelope's workflow. Adds a new step to an envelope's workflow.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • opts (keyword): Optional parameters
    • :body (WorkflowStep):

Returns

  • {:ok, DocuSign.Model.WorkflowStep.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

envelope_workflow_step_put_envelope_workflow_step_definition(connection, account_id, envelope_id, workflow_step_id, opts \\ [])

View Source
@spec envelope_workflow_step_put_envelope_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.WorkflowStep.t()}
  | {:error, Tesla.Env.t()}

Updates the specified workflow step for an envelope. Updates the workflow step specified by workflowStepId for an envelope. You can use this endpoint to add or update delayed routing for a draft envelope. You can add or update delayed routing for a sent envelope as long as the previous workflow step has not been completed.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • envelope_id (String.t): The envelope's GUID. Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters
    • :body (WorkflowStep):

Returns

  • {:ok, DocuSign.Model.WorkflowStep.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_definition_delete_template_workflow_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_definition_delete_template_workflow_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Delete the workflow definition for a template. Deletes the specified template's workflow definition if it has one. Note: If the specified template does not have a workflow definition, this endpoint returns a 200 response.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_definition_get_template_workflow_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_definition_get_template_workflow_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.Workflow.t()}
  | {:error, Tesla.Env.t()}

Returns the workflow definition for a template. Returns the workflow definition for the template specified by templateId. If the template does not have a workflow object, this method returns a 404.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.Workflow.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_definition_put_template_workflow_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_definition_put_template_workflow_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.Workflow.t()}
  | {:error, Tesla.Env.t()}

Updates the workflow definition for a template. Updates the specified template's workflow definition.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters
    • :body (Workflow):

Returns

  • {:ok, DocuSign.Model.Workflow.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_delayed_routing_delete_template_delayed_routing_definition(connection, account_id, template_id, workflow_step_id, opts \\ [])

View Source
@spec template_workflow_delayed_routing_delete_template_delayed_routing_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Deletes the delayed routing rules for the specified template workflow step. Deletes the delayed routing rules for the specified template workflow step.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_delayed_routing_get_template_delayed_routing_definition(connection, account_id, template_id, workflow_step_id, opts \\ [])

View Source
@spec template_workflow_delayed_routing_get_template_delayed_routing_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.DelayedRouting.t()}
  | {:error, Tesla.Env.t()}

Returns the delayed routing rules for a template's workflow step definition. Given a template and a workflow step, returns the delayed routing rules for that workflow step. Note: If the workflow step does not have a delayed routing object, this method returns a 404.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.DelayedRouting.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_delayed_routing_put_template_delayed_routing_definition(connection, account_id, template_id, workflow_step_id, opts \\ [])

View Source
@spec template_workflow_delayed_routing_put_template_delayed_routing_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.DelayedRouting.t()}
  | {:error, Tesla.Env.t()}

Updates the delayed routing rules for a template's workflow step. Updates the scheduled sending rules for a template's workflow.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters
    • :body (DelayedRouting): A complex element that specifies the delayed routing settings for the workflow step.

Returns

  • {:ok, DocuSign.Model.DelayedRouting.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_scheduled_sending_delete_template_scheduled_sending_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_scheduled_sending_delete_template_scheduled_sending_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Deletes the scheduled sending rules for the template's workflow. Deletes the scheduled sending rules for the template's workflow.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_scheduled_sending_get_template_scheduled_sending_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_scheduled_sending_get_template_scheduled_sending_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.ScheduledSending.t()}
  | {:error, Tesla.Env.t()}

Returns the scheduled sending rules for a template's workflow definition. Given a template specified by templateId, returns the scheduled sending rules for that template's workflow object. Note: If the template's workflow does not have a scheduled sending object, this method returns a 404.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.ScheduledSending.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_scheduled_sending_put_template_scheduled_sending_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_scheduled_sending_put_template_scheduled_sending_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.ScheduledSending.t()}
  | {:error, Tesla.Env.t()}

Updates the scheduled sending rules for a template's workflow definition.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters
    • :body (ScheduledSending): An object that describes the settings for scheduled sending.

Returns

  • {:ok, DocuSign.Model.ScheduledSending.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_step_delete_template_workflow_step_definition(connection, account_id, template_id, workflow_step_id, opts \\ [])

View Source
@spec template_workflow_step_delete_template_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, nil} | {:ok, DocuSign.Model.ErrorDetails.t()} | {:error, Tesla.Env.t()}

Deletes a workflow step from an template's workflow definition. Deletes a workflow step from an template's workflow definition.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, nil} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_step_get_template_workflow_step_definition(connection, account_id, template_id, workflow_step_id, opts \\ [])

View Source
@spec template_workflow_step_get_template_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.WorkflowStep.t()}
  | {:error, Tesla.Env.t()}

Returns a specified workflow step for a specified envelope. Returns a workflow step specified by workflowStepId for a template specified by templateId.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.WorkflowStep.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_step_post_template_workflow_step_definition(connection, account_id, template_id, opts \\ [])

View Source
@spec template_workflow_step_post_template_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.WorkflowStep.t()}
  | {:error, Tesla.Env.t()}

Adds a new step to a template's workflow. Adds a new step to a template's workflow.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • opts (keyword): Optional parameters
    • :body (WorkflowStep):

Returns

  • {:ok, DocuSign.Model.WorkflowStep.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

template_workflow_step_put_template_workflow_step_definition(connection, account_id, template_id, workflow_step_id, opts \\ [])

View Source
@spec template_workflow_step_put_template_workflow_step_definition(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.WorkflowStep.t()}
  | {:error, Tesla.Env.t()}

Updates a specified workflow step for a template. Updates a specified workflow step for a template.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • template_id (String.t): The ID of the template.
  • workflow_step_id (String.t): The ID of the workflow step.
  • opts (keyword): Optional parameters
    • :body (WorkflowStep):

Returns

  • {:ok, DocuSign.Model.WorkflowStep.t} on success
  • {:error, Tesla.Env.t} on failure