How to manage scenarios¶
Scenario includes the following information: name, description, UUID, scenario access and steps of the scenario. Steps include name, source and destination (where source and destination include template UUID and template version UUID) and conversion rule.
How to create a scenario¶
To create scenario you have to click the “New scenario” button in the scenario list. And after that fill in required details.
Note
First step of the scenario does not contain source. It contains only destination.
Scenario creation form presented below:
1 - Scenario main info form
2 - Step expanded panel with step form
3 - Scenario step add button
How to configure a scenario step¶
In Scenario steps form set the name of the scenario step
Fill the destination with template UUID and template version UUID of template you need
You have to enter xslt conversion rule which will create envelope after run
You can set checkbox “Send an envelope immediately after starting a step” if you need this action
Click the “Save” icon in the right top corner of the step
Note
The latest template version UUID automatically applies in the field after template UUID entered
To create second, third and the rest of the following steps you have to click the “+ Add new step” button near “Scenario steps” title. After that new form will appear, but you will need to fill new field “source” and may check “condition”. Source it’s two field with template UUID and template version UUID of the previous step of the scenario.
How to edit scenario?¶
Open scenario list
Click three dots in the right corner of the scenario you need to edit
Click the “Edit” option from the list
Add your changes if needed and save scenario
Description of the scenario edit form below
How to edit a scenario step¶
If you need edit scenario step you have to click the “Edit” button (pencil icon) on the scenario step you have to edit, add changes and click the “Save” button in the top right corner of the edited scenario step. After that click the “Save” scenario button.
How to clone a scenario¶
Open scenario list
Click three dots in the right corner of the scenario you need to edit
Click the “Clone” option from the list
If scenario cloned successfully you will get respective message and will see cloned scenario in the list
Note
You can also clone a scenario using the “Clone” button inside the edit form for a specific scenario.
How to delete a scenario¶
Open scenario list
Click three dots in the right corner of the scenario you need to edit
Click the “Delete” option from the list
If scenario deletes successfully you will get respective message and scenario disappear from the list
You can also delete a scenario using the “Delete” button inside the edit form for a specific scenario.
What is option send envelope immediately after step run¶
If you want to send envelope after step run, mark the respective checkbox.
Note
To send envelope you have to fill all required fields in the envelope for Sender role and you have to set all recipient and signer mailboxes or emails in the flow
If you any required data is missed on the step (at the conversion rule) you will get an error while saving scenario.
What is condition and how to use it¶
On the platform presented two types of the conditions:
A condition based on some fields to create different branches of the script, for example, if in the certificate of completion the amount of service is more than 1000, then give the opportunity to launch one branch of the script, if more then another
Condition that creates several envelopes based on values in the source. But at the same time, if the value is “Yes”, then create envelope(s) that respond to “Yes” value, and if the value is “No”, then create envelope(s) that respond to “No” value
Condition is optional and may or may not be in the request or could be null.
Additional logic
If after checking the execution “condition” = false, then check the next steps, if all steps are false, then run the step in order in which condition = null. If there are no conditions, then we run the next steps with the null parameter condition and respective source value. If several steps meet the conditions, then the user in the envelope will display several buttons for starting different steps (in the rest, several steps will be received in the response).
Simple condition¶
Condition is a XSLT map which will be applied to the source envelope of the step. A simple condition has to return “true” or “false” in xml format:
<result>
true
</result>
A condition XSLT example:
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="2.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="/">
<result>
<xsl:choose>
<xsl:when test="envelope/documents/document[@id='document_id']/field[@name='field_name'] > 0">
true
</xsl:when>
<xsl:otherwise>
false
</xsl:otherwise>
</xsl:choose>
</result>
</xsl:template>
</xsl:stylesheet>
One to Many condition¶
This type of condition can be applied ONLY to a table inside a document. Condition has to return “true” or “false” for every row in the table in the following format:
<result>
<rows>
<row index='0'>true<row>
<row index='1'>false<row>
<row index='2'>false<row>
<row index='3'>true<row>
</rows>
</result>
Index attribute has to match index attribute in “fieldset” node. A condition XSLT example:
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="2.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="/">
<result>
<rows>
<xsl:for-each select="envelope/documents/document[@id='document_id']/fieldgroup[@name='table_name']/fieldset">
<row index="{@index}">
<xsl:choose>
<xsl:when test="field[@name='field_name']='Yes'">
true
</xsl:when>
<xsl:otherwise>
false
</xsl:otherwise>
</xsl:choose>
</row>
</xsl:for-each>
</rows>
</result>
</xsl:template>
</xsl:stylesheet>
For every row where result = “true” a new envelope will be created. To provide “xslt” map with a proper row index, this map has to be modified accordingly. The following parameter has to be added:
<xsl:param name="row_index"/>
And it can be used in following way:
<field name="field_name">
<xsl:value-of select="envelope/documents/document[@id='document_id']/fieldgroup[@name='table_name']/
fieldset[@index=$row_index]/field[@name='field_name']/@value"/>
</field>
Attachment re-use¶
You can re-use attachments uploaded on previous step of scenario. To do that you need to get attachment UUID from source envelope and set it in respective attachment in target envelope.
Note
You can not use one attachment with same UUID more than one time in the envelope. Attachment re-use functionality allowed only for envelopes created through scenario functionality
Source envelope
Imagine that source envelope looks like example below
<envelope templateUuid="bd6c94c9-715f-4611-bcb0-cc4114cff83d" templateVersion="bd6c94c9-715f-4611-bcb0-cc4114cff83d">
<info>
<subject>envelope subject</subject>
<message/>
<forwarding delegation="true" sharing="true"/>
</info>
<flow>
<roles>
<role id="e1bcbffa-aed6-4022-baef-40dee2da8cef" mailboxUuid="8dcde243-a918-444a-ac7d-44ac88554769"/>
<role id="bc749581-1685-4650-8e91-f2c7187d7223" mailboxUuid="8dcde243-a918-444a-ac7d-44ac88554769"/>
</roles>
</flow>
<documents>
<document id="aa620e04-852b-4ae4-85d4-833f5fdfc79f">
<field name="File 1" attachmentUuid="5c03bf5e-b2f3-44bb-b313-eb432830189d">zipFileName.zip</field>
</document>
<document id="fc246044-bfa5-4224-8329-7656280ac45c">
<field name="b70d61fa-4805-4e7b-9561-aa1f4f5c653f" attachmentUuid="e3760a4e-4c7b-4323-aa7b-60a4351ba8ef">pdfFileName.pdf</field>
</document>
</documents>
</envelope>
Target conversion rule example
To re-use envelope attachments from source you can use one of the following constructions below
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="2.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="/">
...
<field name="File 1">
<xsl:attribute name="attachmentUuid" select="envelope/documents/document/field[@name='b70d61fa-4805-4e7b-9561-aa1f4f5c653f']/@attachmentUuid"/>
</field>
...
</xsl:template>
</xsl:stylesheet>
OR
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="2.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="/">
...
<xsl:variable name="att1Uuid" select="envelope/documents/document/field[@name='b70d61fa-4805-4e7b-9561-aa1f4f5c653f']/@attachmentUuid"/>
<field name="File 1" attachmentUuid="{$att1Uuid}"></field>
...
</xsl:template>
</xsl:stylesheet>
Run scenario from integration¶
You are able to run specific scenario through integration functionality. As soon as you create scenario, it possible to run through integration, to do that you should define scenario UUID inside envelope XML in integration rule.
Note
Integration data has highest priority and will replace all scenario data if it’s defined in integration rule
Defined scenario UUID should be inside <envelope> tag as attribute scenarioUuid=”uuidOfScenario”
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="2.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="/">
<envelope templateUuid="19089ab8-a828-4447-9129-44b1da1cbc9d" templateVersion="f2e1a1c5-15ac-4bfb-bf31-f1ddba652b89" scenarioUuid="e17db760-580a-4192-bc96-a91683123bea">
...
</envelope>
</xsl:template>
</xsl:stylesheet>
Note
You may run scenario from any step you want through integration. System automatically define first step which match template and version and create envelope using data you’ve provided in integration rule.
Scenario configuration of chaining envelopes will be ignored by default if you create envelope with defined scenario inside integration rule. But you are able to define chain UUID inside <envelope> tag as attribute chainUuid=”uuidOfChain”. If you want to chain all created envelopes though integration it should be static UUID which should be defined once in integration rule, but if you want to chain envelopes created for each file pulled though integration separately it should be defined dynamically.
<?xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="2.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:template match="/">
<envelope templateUuid="19089ab8-a828-4447-9129-44b1da1cbc9d" templateVersion="f2e1a1c5-15ac-4bfb-bf31-f1ddba652b89" scenarioUuid="e17db760-580a-4192-bc96-a91683123bea" chainUuid="e17db760-580a-4192-bc96-a91683123ben">
...
</envelope>
</xsl:template>
</xsl:stylesheet>