List Templates
AutomatR.DocuSign.Activities.ListTemplates
The "List Templates" activity in AutomatR is part of the DocuSign Templates package, providing the capability to retrieve a list of all templates available within a DocuSign account. This activity simplifies the process of working with DocuSign templates in automation workflows.
Properties
| Name | Description |
|---|---|
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "List Templates" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1. |
| Output | |
| Response | Returns all the templates with data type 'EnvelopeTemplateResults'. Variables of data type 'EnvelopeTemplateResults' to store the list of templates. |
How to use:
- Drag and drop the "List Templates" activity onto the workflow.
- Configure the properties as needed, including an optional delay.
- Execute the workflow to retrieve a list of templates from DocuSign.
Important Notes:
- Ensure that the "List Templates" activity is used within the scope of the "DocuSign Scope" activity.
Example: Consider an example where the "List Templates" activity is used to retrieve all templates within a DocuSign account:
List Templates:
Delay: 5
Response: templateList
In this example, the activity waits for 5 seconds (as specified in the Delay property) and then retrieves a list of templates. The list of templates is stored in the variable "templateList" for further processing in the workflow.