DS October 2024 release Ms.ds1007.9.5.2024.demo (#3662)
* FLOW-427: Support "Transform PDF fields to DocuSign tabs" in Power Automate * Updated the text and rearranged the Signature type position * Add signatureType implementation * modularize the signatureType block * Optimized code * REmoved enum * recipient events are added to V3 connect * Fix SMS issue * Add tooltip * Fixing DS EU Qualified signature type * Added support to checkbox and radio button * Checkbox and radio button code added to trigger * Enable COC added on selecting Combined option * rename the sataticSchema definition * String replace fixed * Add checkbox and radio button to the tabs output * zip header added * Removed statis response for certificate * Removed Log Information * Sales copilot custom actions are added * Update title with lower case * Sales copilot custom actions are added (cherry picked from commit90c06017e4) * Update title with lower case (cherry picked from commit9b6111c28c) * Release candidate DS1003 created * Build number updated * CRMOrgUrl issue fixed. Displaying records in the descending order. recordId filtering fixed * recordId and OrgURL is fixed. Descending order of the activities implemented * renamed activities and documentsRecords to follow camelcase naming pattern * Recipient names as array. Status to TitleCase. DocumentNLP formatting * DocumentNaturalLanguage reformatted * cherry picking from harshita devMerge pull request #37 from harshitav-docusign/BugBashFixes SalesCopilot: Recipient names as array. Status to TitleCase. DocumentNLP formatting * Merged bug fixesMerge pull request #36 from harshitav-docusign/recordId_issue RecordId and OrgUrl filters fixed. Activities and Records render latest first * Merge pull request #37 from harshitav-docusign/BugBashFixes SalesCopilot: Recipient names as array. Status to TitleCase. DocumentNLP formatting * Adding back PPDF tranformation fields * Fix spacing issues * Transfering DocuSign demo code to DocuSign prod connector * Porting changes from DocuSign demo dev to MSFlow.DS1003.10.17.2023 * Fix the title and description specific to Prod * Fix swagger errors. Remove envelope Id from the description * Corrected the swagger. Removed envelopeId from responseMerge pull request #38 from harshitav-docusign/swagger_updates Fixed swagger errors. Remove envelope Id from the description * removed merge conflicts * Update DocumentId to Output Format * Additional properties fixed. DateTime formatted * Additional properties fixed. DateTime formatted * Added local time and additional properties * Add reminders code added * remove ms-test-value * Add response * corrected the spelling error * Lock functionality added * Removed the text tab lock and added lock to all the tabs * Add optional property for the tab * Added recipient Type to the output of the get recipient info * Modify the default date to older date * Saleforce support is added to copilot * Add the error handling * Increment build number * Flow-512-b * Embedded recipient type feature added * Remove remote option * convert to string * string conversion implemented * label name updated * remove the AddParam method * Add entityLogicName * migrating DocuSign demo connector code to DocuSign connector * Update swagger file metadata * Void envelope added * Resend custom action added * Get recipient information added * Required output added * Documents added * Remove the Max payload exceed messaging * Remove changes in the DocuSign folder * Flow-532 * Filters working for most of the cases * Working for status, emailid * remove debuggin lines * Implemented sorting order, Skip and top, folder-Ids * updated the description * Added expiry after in the Add reminder for envelope * Added custom field support * Fixed indendation * Add custom name search field * correct the customFieldName * correct the spell error * Bunmping the release number * Prod branch for DS1006 release created * correct the host name * Update the description * Branding update added * Resend envelope AI enabled * ListEnvelope for sales copilot added * Migrated code from demo to Prod * Undo prod related texts * spell corrections * Update spelling error * fixed the if case at filteredEnvelopes * Remove extra brackets * to and from Date propertiews updates. Resend automatically picks up the Account id * Key sales custom action added * Email summary added * update the connector description to be within character limit. * Prod code updated * Update description of the demo connector. * Descriptions updated to related activities and records * Email summary and Key sales info are tested to be working * Update the description * Update background color to white * swagger updates are made and protocol is filtered for crmOrgURL * Update the description * Check for forward slash and update the parameter * Add recipientGuid. Add TabInfo in the tabs * add decline tab to add tabs action * support all tab types * Read hostURL from the context * Rename the host url methods and optimise the GetEnvelopeURL code * Renaming variables * UpdateDSDemoDescription * Upgrade the version number * FLOW-198 suuport all tab types * remove unused array * FLOW-20 Apply a template * Fix sales copilot Email Summary issue * Updated the description of List envelopes * Hostname changes ported from Prod connector * Update the end date description * FLOW-623 numerical tab field update * FLOW-623 update numerical value field label * FLOW-629 document ID field added to Checkbox groups * get tab info action does not support tab groups * Update the spelling of the associated word --------- Co-authored-by: Srihari Padmanabhan <srihari.padmanabhan@docusign.com> Co-authored-by: Srihari Padmanabhan <90345666+sriharip-docusign@users.noreply.github.com> Co-authored-by: Young Seok Lee <young.lee@docusign.com>
This commit is contained in:
harshitav-docusign
GitHub
Родитель
63ef7fa19d
Коммит
f8c2e892be
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@ -298,7 +298,7 @@ public class Script : ScriptBase
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response["schema"]["properties"]["Build Number"] = new JObject
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{
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["type"] = "string",
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["x-ms-summary"] = "DS1006"
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["x-ms-summary"] = "DS1007"
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};
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}
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@ -1322,14 +1322,7 @@ public class Script : ScriptBase
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if (returnUrl.Equals("DocuSign homepage"))
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{
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if (url.Equals("demo.docusign.net"))
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{
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body["returnUrl"] = "https://appdemo.docusign.com/";
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}
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else
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{
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body["returnUrl"] = "https://app.docusign.com/";
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}
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body["returnUrl"] = GetDocusignApiBaseUri();
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}
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else
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{
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@ -1471,13 +1464,42 @@ public class Script : ScriptBase
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private string GetEnvelopeUrl(JToken envelope)
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{
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var uriBuilder = new UriBuilder(this.Context.Request.RequestUri);
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var envelopeUrl = uriBuilder.Uri.ToString().Contains("demo") ?
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"https://apps-d.docusign.com/send/documents/details/" + envelope["envelopeId"] :
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"https://app.docusign.com/documents/details/" + envelope["envelopeId"];
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var path = uriBuilder.Uri.ToString().Contains("demo") || uriBuilder.Uri.ToString().Contains("stage") ?
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"/send/documents/details/" : "/documents/details/";
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var envelopeUrl = GetDocusignApiBaseUri() + path + envelope["envelopeId"];
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return envelopeUrl;
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}
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private string GetDocusignApiBaseUri()
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{
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var host = this.Context.Request.RequestUri.Host.ToLower();
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var docusignApiBaseUri = host.Contains("demo") ?
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"https://apps-d.docusign.com"
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: host.Contains("stage") ?
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"https://apps-s.docusign.com"
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: host.Contains(".mil") ?
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"https://app.docusign.mil"
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: "https://app.docusign.com";
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return docusignApiBaseUri;
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}
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private string GetAccountServerBaseUri()
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{
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var host = this.Context.Request.RequestUri.Host.ToLower();
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var accountServerBaseUri = host.Contains("demo") ?
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"https://account-d.docusign.com"
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: host.Contains("stage") ?
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"https://account-s.docusign.com"
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: host.Contains(".mil") ?
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"https://account.docusign.mil"
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: "https://account.docusign.com";
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return accountServerBaseUri;
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}
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private void AddCoreRecipientParams(JArray signers, JObject body)
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{
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var query = HttpUtility.ParseQueryString(this.Context.Request.RequestUri.Query);
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@ -1738,7 +1760,7 @@ public class Script : ScriptBase
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private async Task UpdateApiEndpoint()
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{
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string content = string.Empty;
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using var userInfoRequest = new HttpRequestMessage(HttpMethod.Get, "https://account.docusign.com/oauth/userinfo");
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using var userInfoRequest = new HttpRequestMessage(HttpMethod.Get, GetAccountServerBaseUri() + "/oauth/userinfo");
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// Access token is in the authorization header already
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userInfoRequest.Headers.Authorization = this.Context.Request.Headers.Authorization;
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@ -49,7 +49,11 @@
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"eNotary",
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"eNotaries"
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],
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"description": "Docusign enables organizations to create, commit to and manage their agreements across the entire agreement lifecycle. The Docusign Demo connector connects only to Docusign demo environments but offers the same functionality as the production DocuSign connector. Any agreements in a Docusign demo environment are not legally binding. For all non-demo uses, use the production Docusign connector.",
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"description": "Docusign enables organizations to create, commit to and manage their agreements across the entire agreement lifecycle. Customers can accelerate revenue, reduce risk and unlock value from the agreements that run their business. The Docusign Demo connector connects only to Docusign demo environments but offers the same functionality as the production DocuSign connector. Any agreements in a Docusign demo environment are not legally binding.",
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"x-ms-openai-published-to-copilots": {
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"AICopilot-enabled": true,
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"AICopilotName": "Microsoft Sales Copilot"
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},
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"x-ms-deployment-version": "1.0.0",
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"x-ms-api-annotation": {
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"status": "Preview"
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@ -1190,7 +1194,7 @@
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"DocuSign"
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],
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"summary": "Copilot: Get related activities",
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"description": "Returns the related activities of the of the CRM sales entities.",
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"description": "This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.",
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"operationId": "scp-get-related-activities",
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"x-ms-no-generic-test": true,
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"consumes": [
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@ -1210,7 +1214,7 @@
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{
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"name": "recordType",
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"x-ms-summary": "Record type",
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"description": "Select record type",
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"description": "This input indicates the entity or object type in CRM for which insights are requested.",
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"in": "query",
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"required": true,
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"enum": [
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@ -1223,7 +1227,7 @@
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{
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"name": "recordId",
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"x-ms-summary": "Record Id",
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"description": "Record Id",
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"description": "This input indicates the unique identifier of the CRM record for which insights are requested.",
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"in": "query",
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"required": true,
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"type": "string"
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@ -1231,7 +1235,7 @@
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{
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"name": "startDateTime",
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"x-ms-summary": "Start date",
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"description": "Enter start date-time in the format: 2017-05-02T01:44Z",
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"description": "This input indicates the start date and time for insights requested.",
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"in": "query",
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"type": "string",
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"required": false,
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@ -1240,7 +1244,7 @@
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{
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"name": "endDateTime",
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"x-ms-summary": "End date",
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"description": "Enter end date-time in the format: 2017-05-02T01:44Z",
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"description": "This input indicates the end date and time for insights requested.",
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"in": "query",
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"type": "string",
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"format": "date-time"
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@ -1248,7 +1252,7 @@
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{
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"name": "top",
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"x-ms-summary": "Top",
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"description": "Top envelopes to be returned",
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"description": "This input indicates the number of insights to fetch.",
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"in": "query",
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"type": "integer",
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"format": "int32"
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@ -1256,7 +1260,7 @@
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{
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"name": "skip",
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"x-ms-summary": "Skip",
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"description": "Envelopes to be skipped",
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"description": "This input indicates the number of insights to skip.",
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"in": "query",
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"type": "integer",
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"format": "int32"
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@ -1264,7 +1268,7 @@
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{
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"name": "crmType",
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"x-ms-summary": "CRM type",
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"description": "CRM type",
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"description": "This input indicates the type of CRM in which the CRM record exists, for which insights are requested.",
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"in": "query",
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"enum": [
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"Dynamics365",
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@ -1275,7 +1279,7 @@
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{
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"name": "crmOrgUrl",
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"x-ms-summary": "CRM org URL",
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"description": "CRM org URL",
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"description": "This input indicates the URL of the CRM environment in which the CRM record exists, for which insights are requested.",
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"in": "query",
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"type": "string"
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}
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@ -1299,6 +1303,9 @@
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"$ref": "#/definitions/ApiError"
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}
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||||
}
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},
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||||
"x-ms-openai-data": {
|
||||
"openai-enabled": true
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||||
}
|
||||
}
|
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},
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@ -1308,7 +1315,7 @@
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"DocuSign"
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],
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"summary": "Copilot: Get related records",
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"description": "Returns the related records of the of the CRM sales entities.",
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"description": "This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.",
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"operationId": "scp-get-related-records",
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"x-ms-no-generic-test": true,
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"consumes": [
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@ -1329,7 +1336,7 @@
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"name": "recordType",
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"in": "query",
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"x-ms-summary": "Record type",
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"description": "Select record type",
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"description": "This input identifies the record type in CRM for which related records are requested.",
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"required": true,
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"enum": [
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"account",
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@ -1341,7 +1348,7 @@
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{
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"name": "recordId",
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"x-ms-summary": "Record Id",
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"description": "Record Id",
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"description": "This input provides the unique identifier of the CRM record for which related records are requested.",
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"in": "query",
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"required": true,
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"type": "string"
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@ -1358,7 +1365,7 @@
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{
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"name": "top",
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"x-ms-summary": "Top",
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"description": "Top envelopes to be returned",
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"description": "This input indicates the number of related records to fetch.",
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"in": "query",
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"type": "integer",
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"format": "int32"
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@ -1366,7 +1373,7 @@
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{
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"name": "skip",
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"x-ms-summary": "Skip",
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"description": "Envelopes to be skipped",
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"description": "This input indicates the number of records to skip when fetching related records.",
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"in": "query",
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||||
"type": "integer",
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"format": "int32"
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@ -1374,7 +1381,7 @@
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{
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"name": "crmType",
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"x-ms-summary": "CRM type",
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"description": "CRM type",
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"description": "This input indicates the type of CRM the related records are fetched from.",
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"in": "query",
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"enum": [
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"Dynamics365",
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|
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@ -1385,7 +1392,7 @@
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{
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"name": "crmOrgUrl",
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"x-ms-summary": "CRM org URL",
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"description": "CRM org URL",
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"description": "This input indicates the URL of the CRM environment the related records are fetched from.",
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"in": "query",
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||||
"type": "string"
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||||
}
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|
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@ -1415,6 +1422,246 @@
|
|||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
}
|
||||
},
|
||||
"x-ms-openai-data": {
|
||||
"openai-enabled": true
|
||||
}
|
||||
}
|
||||
},
|
||||
"/accounts/salesCopilotAccount/envelopes/getKeySales": {
|
||||
"get": {
|
||||
"tags": [
|
||||
"DocuSign"
|
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],
|
||||
"summary": "Copilot for Sales: Get key sales",
|
||||
"description": "This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales",
|
||||
"operationId": "scp-get-key-sales",
|
||||
"x-ms-no-generic-test": true,
|
||||
"consumes": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml",
|
||||
"application/x-www-form-urlencoded"
|
||||
],
|
||||
"produces": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml"
|
||||
],
|
||||
"parameters": [
|
||||
{
|
||||
"name": "recordType",
|
||||
"in": "query",
|
||||
"x-ms-summary": "Record type",
|
||||
"description": "This input identifies the record type in CRM for which key sales info is requested.",
|
||||
"required": true,
|
||||
"enum": [
|
||||
"account",
|
||||
"opportunity",
|
||||
"lead",
|
||||
"contact"
|
||||
],
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "recordId",
|
||||
"x-ms-summary": "Record Id",
|
||||
"description": "This input provides the unique identifier of the CRM record for which key sales info is requested.",
|
||||
"in": "query",
|
||||
"required": true,
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "startDateTime",
|
||||
"x-ms-summary": "Start date",
|
||||
"description": "Enter start date-time in the format: 2017-05-02T01:44Z",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false,
|
||||
"format": "date-time"
|
||||
},
|
||||
{
|
||||
"name": "top",
|
||||
"x-ms-summary": "Top",
|
||||
"description": "This input indicates the number of sales highlights to fetch.",
|
||||
"in": "query",
|
||||
"type": "integer",
|
||||
"format": "int32"
|
||||
},
|
||||
{
|
||||
"name": "skip",
|
||||
"x-ms-summary": "Skip",
|
||||
"description": "This input indicates the number of items to skip when fetching sales highlights.",
|
||||
"in": "query",
|
||||
"type": "integer",
|
||||
"format": "int32"
|
||||
},
|
||||
{
|
||||
"name": "crmType",
|
||||
"x-ms-summary": "CRM type",
|
||||
"description": "This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested.",
|
||||
"in": "query",
|
||||
"enum": [
|
||||
"Dynamics365",
|
||||
"Salesforce"
|
||||
],
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "crmOrgUrl",
|
||||
"x-ms-summary": "CRM org URL",
|
||||
"description": "This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested.",
|
||||
"in": "query",
|
||||
"type": "string"
|
||||
}
|
||||
],
|
||||
"responses": {
|
||||
"200": {
|
||||
"description": "Success",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/KeySalesResponse"
|
||||
}
|
||||
},
|
||||
"400": {
|
||||
"description": "Bad Request",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
},
|
||||
"401": {
|
||||
"description": "Unauthorized",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
},
|
||||
"500": {
|
||||
"description": "Server Error",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
}
|
||||
},
|
||||
"x-ms-openai-data": {
|
||||
"openai-enabled": true
|
||||
}
|
||||
}
|
||||
},
|
||||
"/accounts/salesCopilotAccount/envelopes/getEmailSummary": {
|
||||
"get": {
|
||||
"tags": [
|
||||
"DocuSign"
|
||||
],
|
||||
"summary": "Copilot for Sales: Get email summary",
|
||||
"description": "This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales.",
|
||||
"operationId": "scp-get-email-summary",
|
||||
"x-ms-no-generic-test": true,
|
||||
"consumes": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml",
|
||||
"application/x-www-form-urlencoded"
|
||||
],
|
||||
"produces": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml"
|
||||
],
|
||||
"parameters": [
|
||||
{
|
||||
"name": "recordType",
|
||||
"in": "query",
|
||||
"x-ms-summary": "Record type",
|
||||
"description": "This input identifies the record type in CRM which is related to the summarized email.",
|
||||
"enum": [
|
||||
"account",
|
||||
"opportunity",
|
||||
"lead",
|
||||
"contact"
|
||||
],
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "recordId",
|
||||
"x-ms-summary": "Record Id",
|
||||
"description": "This input provides the unique identifier of the CRM record which is related to the summarized email.",
|
||||
"in": "query",
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "crmType",
|
||||
"x-ms-summary": "CRM type",
|
||||
"description": "This input indicates the type of CRM in which the record related to the summarized email exists.",
|
||||
"in": "query",
|
||||
"enum": [
|
||||
"Dynamics365",
|
||||
"Salesforce"
|
||||
],
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "crmOrgUrl",
|
||||
"x-ms-summary": "CRM org URL",
|
||||
"description": "This input indicates the URL of the CRM environment in which the record related to the summarized email exists.",
|
||||
"in": "query",
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "emailContacts",
|
||||
"x-ms-summary": "Comma separated email addresses",
|
||||
"description": "This input indicates a list of all relevant participant emails in the current email thread.",
|
||||
"required": true,
|
||||
"in": "query",
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "top",
|
||||
"x-ms-summary": "Top",
|
||||
"description": "This input indicates the number of insights to fetch.",
|
||||
"in": "query",
|
||||
"type": "integer",
|
||||
"format": "int32"
|
||||
},
|
||||
{
|
||||
"name": "skip",
|
||||
"x-ms-summary": "Skip",
|
||||
"description": "This input indicates the number of items to skip when fetching insights.",
|
||||
"in": "query",
|
||||
"type": "integer",
|
||||
"format": "int32"
|
||||
},
|
||||
],
|
||||
"responses": {
|
||||
"200": {
|
||||
"description": "Success",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/EmailSummaryResponse"
|
||||
}
|
||||
},
|
||||
"400": {
|
||||
"description": "Bad Request",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
},
|
||||
"401": {
|
||||
"description": "Unauthorized",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
},
|
||||
"500": {
|
||||
"description": "Server Error",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/ApiError"
|
||||
}
|
||||
}
|
||||
},
|
||||
"x-ms-openai-data": {
|
||||
"openai-enabled": true
|
||||
}
|
||||
}
|
||||
},
|
||||
|
|
@ -1563,7 +1810,7 @@
|
|||
{
|
||||
"name": "from_date",
|
||||
"x-ms-summary": "Start date",
|
||||
"description": "Enter start date-time in the pattern or format: 2017-05-02T01:44Z. Do not provide any value until user provides the value.",
|
||||
"description": "Enter '' when no value is provided by user. Enter start date-time in the pattern or format: 2017-05-02T01:44Z.",
|
||||
"default": "2000-01-02T12:45Z",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
|
|
@ -1573,7 +1820,7 @@
|
|||
{
|
||||
"name": "to_date",
|
||||
"x-ms-summary": "End date",
|
||||
"description": "Enter end date-time in the format: 2017-05-02T01:44Z. Do not provide any value until user provides the value.",
|
||||
"description": "Enter '' when no value is provided by user. Enter end date-time in the pattern or format: 2017-05-02T01:44Z.",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false,
|
||||
|
|
@ -1595,6 +1842,182 @@
|
|||
"x-ms-visibility": "important"
|
||||
}
|
||||
},
|
||||
"/accounts/copilotAccount/envelopes/listEnvelopesForSalesCopilot": {
|
||||
"get": {
|
||||
"tags": [
|
||||
"DocuSign"
|
||||
],
|
||||
"summary": "Copilot for Sales: List envelopes",
|
||||
"description": "Copilot for Sales: List envelopes returns information on Docusign agreements such as title, documents, recipients, agreement status, sender name and URL of the agreement. The plugin can handle requests like show me all my agreements I need to sign or what is the status of the sales order contract.",
|
||||
"operationId": "SalesCopilotListEnvelopes",
|
||||
"x-ms-no-generic-test": true,
|
||||
"consumes": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml",
|
||||
"application/x-www-form-urlencoded"
|
||||
],
|
||||
"produces": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml"
|
||||
],
|
||||
"parameters": [
|
||||
{
|
||||
"name": "recipientName",
|
||||
"x-ms-summary": "Recipient name",
|
||||
"description": "This action lists envelopes based on recipient name",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false
|
||||
},
|
||||
{
|
||||
"name": "recipientEmailId",
|
||||
"x-ms-summary": "Recipient emailId",
|
||||
"description": "This action lists envelopes based on recipient email id",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false
|
||||
},
|
||||
{
|
||||
"name": "envelopeTitle",
|
||||
"x-ms-summary": "Envelope subject",
|
||||
"description": "This action lists envelopes based on email subject of the envelope",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false
|
||||
},
|
||||
{
|
||||
"name": "customFieldName",
|
||||
"x-ms-summary": "Custom field name",
|
||||
"description": "This action lists envelopes based on a name of its custom fields",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false
|
||||
},
|
||||
{
|
||||
"name": "customFieldValue",
|
||||
"x-ms-summary": "Custom field value",
|
||||
"description": "This action lists envelopes based on a value of its custom fields",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false
|
||||
},
|
||||
{
|
||||
"name": "envelopeStatus",
|
||||
"x-ms-summary": "Envelope status",
|
||||
"description": "This action lists envelopes based on status of the envelope",
|
||||
"enum": [
|
||||
"any",
|
||||
"created",
|
||||
"sent",
|
||||
"delivered",
|
||||
"signed",
|
||||
"completed",
|
||||
"declined",
|
||||
"voided",
|
||||
"deleted"
|
||||
],
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false,
|
||||
"default": "any"
|
||||
},
|
||||
{
|
||||
"name": "folder_ids",
|
||||
"x-ms-summary": "Folder",
|
||||
"description": "This action lists envelopes based on various states of the envelope",
|
||||
"enum": [
|
||||
"awaiting_my_signature",
|
||||
"completed",
|
||||
"draft",
|
||||
"drafts",
|
||||
"expiring_soon",
|
||||
"inbox",
|
||||
"out_for_signature",
|
||||
"recyclebin",
|
||||
"sentitems",
|
||||
"waiting_for_others"
|
||||
],
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false
|
||||
},
|
||||
{
|
||||
"name": "order_by",
|
||||
"x-ms-summary": "Order by",
|
||||
"description": "This action orders envelopes based on specific property",
|
||||
"enum": [
|
||||
"last_modified",
|
||||
"action_required",
|
||||
"created",
|
||||
"completed",
|
||||
"envelope_name",
|
||||
"expire",
|
||||
"sent",
|
||||
"signer_list",
|
||||
"status",
|
||||
"subject",
|
||||
"user_name",
|
||||
"status_changed"
|
||||
],
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false,
|
||||
"default": "status_changed"
|
||||
},
|
||||
{
|
||||
"name": "top",
|
||||
"x-ms-summary": "Top",
|
||||
"description": "Top envelopes to be returned",
|
||||
"in": "query",
|
||||
"type": "integer",
|
||||
"format": "int32"
|
||||
},
|
||||
{
|
||||
"name": "skip",
|
||||
"x-ms-summary": "Skip",
|
||||
"description": "Envelopes to be skipped",
|
||||
"in": "query",
|
||||
"type": "integer",
|
||||
"format": "int32"
|
||||
},
|
||||
{
|
||||
"name": "startDateTime",
|
||||
"x-ms-summary": "Start date",
|
||||
"description": "Enter start date-time in the format: 2017-05-02T01:44Z",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false,
|
||||
"format": "date-time"
|
||||
},
|
||||
{
|
||||
"name": "endDateTime",
|
||||
"x-ms-summary": "End date",
|
||||
"description": "Enter end date-time in the format: 2017-05-02T01:44Z",
|
||||
"in": "query",
|
||||
"type": "string",
|
||||
"required": false,
|
||||
"format": "date-time"
|
||||
}
|
||||
],
|
||||
"responses": {
|
||||
"200": {
|
||||
"description": "Success",
|
||||
"schema": {
|
||||
"$ref": "#/definitions/FilteredSalesCopilotEnvelopeListResponse"
|
||||
}
|
||||
}
|
||||
},
|
||||
"x-ms-openai-data": {
|
||||
"openai-enabled": true
|
||||
},
|
||||
"deprecated": false,
|
||||
"x-ms-visibility": "important"
|
||||
}
|
||||
},
|
||||
"/accounts/{accountId}/envelopes/createFromTemplate": {
|
||||
"post": {
|
||||
"tags": [
|
||||
|
|
@ -3232,6 +3655,133 @@
|
|||
"x-ms-no-generic-test": true
|
||||
}
|
||||
},
|
||||
"/accounts/{accountId}/envelopes/{envelopeId}/templates": {
|
||||
"post": {
|
||||
"tags": [
|
||||
"DocuSign"
|
||||
],
|
||||
"summary": "Apply a template to documents",
|
||||
"description": "Apply a template to documents",
|
||||
"operationId": "ApplyTemplatesToDocuments",
|
||||
"consumes": [],
|
||||
"produces": [
|
||||
"application/json",
|
||||
"text/json",
|
||||
"application/xml",
|
||||
"text/xml"
|
||||
],
|
||||
"parameters": [
|
||||
{
|
||||
"name": "accountId",
|
||||
"in": "path",
|
||||
"description": "Account ID",
|
||||
"required": true,
|
||||
"x-ms-summary": "Account",
|
||||
"x-ms-test-value": "insert account id",
|
||||
"x-ms-dynamic-values": {
|
||||
"operationId": "GetLoginAccounts",
|
||||
"value-collection": "loginAccounts",
|
||||
"value-path": "accountIdGuid",
|
||||
"value-title": "name"
|
||||
},
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "envelopeId",
|
||||
"in": "path",
|
||||
"description": "Envelope ID",
|
||||
"required": true,
|
||||
"x-ms-summary": "Envelope ID",
|
||||
"x-ms-test-value": "insert envelope id",
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "templateId",
|
||||
"in": "query",
|
||||
"description": "Template",
|
||||
"required": true,
|
||||
"x-ms-summary": "Template",
|
||||
"x-ms-test-value": "insert template id",
|
||||
"x-ms-dynamic-values": {
|
||||
"operationId": "GetEnvelopeTemplates",
|
||||
"parameters": {
|
||||
"accountId": {
|
||||
"parameter": "accountId"
|
||||
}
|
||||
},
|
||||
"value-collection": "envelopeTemplates",
|
||||
"value-path": "templateId",
|
||||
"value-title": "name"
|
||||
},
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "preserve_template_recipient",
|
||||
"in": "query",
|
||||
"description": "False",
|
||||
"required": false,
|
||||
"x-ms-summary": "Preserve template recipient",
|
||||
"x-ms-test-value": "false",
|
||||
"x-ms-visibility": "important",
|
||||
"default": "False",
|
||||
"enum": [
|
||||
"False",
|
||||
"True"
|
||||
],
|
||||
"type": "string"
|
||||
},
|
||||
{
|
||||
"name": "body",
|
||||
"in": "body",
|
||||
"required": true,
|
||||
"x-ms-visibility": "important",
|
||||
"schema": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"documentTemplates": {
|
||||
"description": "Document Templates",
|
||||
"type": "array",
|
||||
"items": {
|
||||
"type": "object",
|
||||
"required": [
|
||||
"documentId",
|
||||
"documentStartPage",
|
||||
"documentEndPage"
|
||||
],
|
||||
"properties": {
|
||||
"documentId": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Document ID",
|
||||
"description": "Document ID"
|
||||
},
|
||||
"documentStartPage": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Document start page",
|
||||
"description": "Document start page"
|
||||
},
|
||||
"documentEndPage": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Document end page",
|
||||
"description": "Document end page"
|
||||
}
|
||||
}
|
||||
},
|
||||
"x-ms-summary": "Document Templates"
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
],
|
||||
"responses": {
|
||||
"200": {
|
||||
"description": "OK"
|
||||
}
|
||||
},
|
||||
"deprecated": false,
|
||||
"x-ms-no-generic-test": true,
|
||||
"x-ms-visibility": "important"
|
||||
}
|
||||
},
|
||||
"/login_information": {
|
||||
"get": {
|
||||
"tags": [
|
||||
|
|
@ -5324,6 +5874,40 @@
|
|||
}
|
||||
}
|
||||
},
|
||||
"SalesCopilotFilteredEnvelopes": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"title": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Title",
|
||||
"description": "Title of the envelope",
|
||||
"type": "string"
|
||||
},
|
||||
"subTitle": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "SubTitle",
|
||||
"description": "SubTitle of the envelope",
|
||||
"type": "string"
|
||||
},
|
||||
"url": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "URL",
|
||||
"description": "URL of the envelope"
|
||||
},
|
||||
"additionalPropertiesForSalesEnvelope": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"additionalPropertiesForSalesEnvelope": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Additional Properties",
|
||||
"description": "Additional Properties"
|
||||
}
|
||||
},
|
||||
"x-ms-summary": "Additional Properties",
|
||||
"description": "Additional Properties"
|
||||
}
|
||||
}
|
||||
},
|
||||
"Activity": {
|
||||
"required": [
|
||||
"dateTime",
|
||||
|
|
@ -5335,25 +5919,25 @@
|
|||
"title": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Title",
|
||||
"description": "Title of the activity",
|
||||
"description": "This output indicates the title of the activity in the citation card.",
|
||||
"type": "string"
|
||||
},
|
||||
"description": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Description",
|
||||
"description": "Description of the activity",
|
||||
"description": "This output indicates the description of the insight.",
|
||||
"type": "string"
|
||||
},
|
||||
"dateTime": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "DateTime",
|
||||
"description": "Last status update of the activity",
|
||||
"description": "This output indicates the time associated with the insight.",
|
||||
"format": "date-time"
|
||||
},
|
||||
"url": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "URL",
|
||||
"description": "URL of the envelope"
|
||||
"description": "This output indicates the URL to open insight."
|
||||
},
|
||||
"additionalProperties": {
|
||||
"type": "object",
|
||||
|
|
@ -5365,7 +5949,72 @@
|
|||
}
|
||||
},
|
||||
"x-ms-summary": "Additional Properties",
|
||||
"description": "Additional properties of the activity"
|
||||
"description": "This output indicates additional properties displayed in the detailed view of the insight."
|
||||
}
|
||||
},
|
||||
"additionalProperties": false
|
||||
},
|
||||
"EmailSummary": {
|
||||
"required": [
|
||||
"Title",
|
||||
"Description"
|
||||
],
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"Title": {
|
||||
"maxLength": 20,
|
||||
"x-ms-summary": "Title",
|
||||
"description": "This output indicates the title of the partner section and should include only the partner's name.",
|
||||
"type": "string"
|
||||
},
|
||||
"Description": {
|
||||
"x-ms-summary": "description",
|
||||
"description": "This output indicates the text you would like to be included in the email summary.",
|
||||
"type": "string"
|
||||
}
|
||||
},
|
||||
"additionalProperties": false
|
||||
},
|
||||
"KeySales": {
|
||||
"required": [
|
||||
"Title",
|
||||
"description"
|
||||
],
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"Title": {
|
||||
"maxLength": 20,
|
||||
"x-ms-summary": "Title",
|
||||
"description": "This output indicates the title of citation card for the insight.",
|
||||
"type": "string"
|
||||
},
|
||||
"description": {
|
||||
"maxLength": 130,
|
||||
"x-ms-summary": "description",
|
||||
"description": "This output indicates the text of the insight to be included in key sales info.",
|
||||
"type": "string"
|
||||
},
|
||||
"url": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Url of the envelope",
|
||||
"description": "This output indicates the URL to learn more about the insight."
|
||||
},
|
||||
"dateTime": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Time associated with the insight",
|
||||
"description": "This output indicates the time associated with the insight."
|
||||
},
|
||||
"additionalProperties": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"additionalProperties": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Additional Properties",
|
||||
"description": "This output indicates additional properties as name-value pairs of each related insight returned by the action."
|
||||
}
|
||||
},
|
||||
"x-ms-summary": "Additional Properties",
|
||||
"description": "This output indicates additional properties as name-value pairs of each related insight returned by the action."
|
||||
}
|
||||
},
|
||||
"additionalProperties": false
|
||||
|
|
@ -5383,37 +6032,37 @@
|
|||
"recordId": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Record Id",
|
||||
"description": "Record Id",
|
||||
"description": "This output uniquely identifies each related record returned by the action.",
|
||||
"type": "string"
|
||||
},
|
||||
"recordTypeDisplayName": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Record type display name",
|
||||
"description": "Record type display name",
|
||||
"description": "This output indicates the display name of record type of each related record returned by the action.",
|
||||
"type": "string"
|
||||
},
|
||||
"recordTypePluralDisplayName": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Record type display name in plural",
|
||||
"description": "Record type display name in plural",
|
||||
"description": "This output indicates the plural display name of the record type of each related record returned by the action.",
|
||||
"type": "string"
|
||||
},
|
||||
"recordType": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Record type",
|
||||
"description": "Record type",
|
||||
"description": "This output indicates the type of each related record returned by the action.",
|
||||
"type": "string"
|
||||
},
|
||||
"recordTitle": {
|
||||
"minLength": 1,
|
||||
"x-ms-summary": "Record title",
|
||||
"description": "Record title",
|
||||
"description": "This output indicates the title of each related record returned by the action.",
|
||||
"type": "string"
|
||||
},
|
||||
"url": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Url of the envelope",
|
||||
"description": "Url of the envelope"
|
||||
"description": "This output indicates the URL of each related record returned by the action."
|
||||
},
|
||||
"additionalProperties": {
|
||||
"type": "object",
|
||||
|
|
@ -5421,7 +6070,7 @@
|
|||
"additionalProperties": {
|
||||
"type": "string",
|
||||
"x-ms-summary": "Additional Properties",
|
||||
"description": "Additional Properties"
|
||||
"description": "This output indicates additional properties as name-value pairs of each related record returned by the action."
|
||||
}
|
||||
},
|
||||
"x-ms-summary": "Additional Properties",
|
||||
|
|
@ -5510,6 +6159,23 @@
|
|||
},
|
||||
"x-ms-summary": "Filtered Envelopes"
|
||||
},
|
||||
"hasMoreResults": {
|
||||
"type": "boolean",
|
||||
"description": "Specifies if there are more envelopes available"
|
||||
}
|
||||
}
|
||||
},
|
||||
"FilteredSalesCopilotEnvelopeListResponse": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"value": {
|
||||
"description": "Filtered envelopes",
|
||||
"type": "array",
|
||||
"items": {
|
||||
"$ref": "#/definitions/SalesCopilotFilteredEnvelopes"
|
||||
},
|
||||
"x-ms-summary": "Filtered Envelopes"
|
||||
},
|
||||
"hasMoreResults": {
|
||||
"type": "boolean"
|
||||
}
|
||||
|
|
@ -5532,6 +6198,40 @@
|
|||
},
|
||||
"additionalProperties": false
|
||||
},
|
||||
"EmailSummaryResponse": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"value": {
|
||||
"description": "Key Sales",
|
||||
"type": "array",
|
||||
"items": {
|
||||
"$ref": "#/definitions/EmailSummary"
|
||||
},
|
||||
"x-ms-summary": "Email summary"
|
||||
},
|
||||
"hasMoreResults": {
|
||||
"type": "boolean"
|
||||
}
|
||||
},
|
||||
"additionalProperties": false
|
||||
},
|
||||
"KeySalesResponse": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
"value": {
|
||||
"description": "Key Sales",
|
||||
"type": "array",
|
||||
"items": {
|
||||
"$ref": "#/definitions/KeySales"
|
||||
},
|
||||
"x-ms-summary": "Key sales`"
|
||||
},
|
||||
"hasMoreResults": {
|
||||
"type": "boolean"
|
||||
}
|
||||
},
|
||||
"additionalProperties": false
|
||||
},
|
||||
"DocumentRecordListResponseEnvelope": {
|
||||
"type": "object",
|
||||
"properties": {
|
||||
|
|
@ -5735,6 +6435,12 @@
|
|||
"type": "string",
|
||||
"x-ms-summary": "Verification Type",
|
||||
"x-ms-visibility": "important"
|
||||
},
|
||||
"recipientIdGuid": {
|
||||
"description": "The recipient Guid.",
|
||||
"type": "string",
|
||||
"x-ms-summary": "Recipient Guid",
|
||||
"x-ms-visibility": "important"
|
||||
}
|
||||
}
|
||||
},
|
||||
|
|
|
|||
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