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[Components] boldsign #14976

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pipedream-component-development opened this issue Dec 13, 2024 · 3 comments · May be fixed by #15013
Open

[Components] boldsign #14976

pipedream-component-development opened this issue Dec 13, 2024 · 3 comments · May be fixed by #15013
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@pipedream-component-development
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pipedream-component-development commented Dec 13, 2024

boldsign

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Polling Sources

new-document-completed

Prompt

Emit new event when a document is completed by all the signers. Optional props are: 'SentBy', 'Recipients', 'SearchKey', 'Labels' and 'BrandIds'. SentBy and BrandIds props have async options. Prop Status must be 'Completed'.

URLs

new-document-sent

Prompt

Emit new event when a document is sent to a signer. Optional props are: 'SentBy', 'Recipients', 'SearchKey', 'Labels' and 'BrandIds'. SentBy and BrandIds props have async options. Prop TransmitType must be 'Sent'.

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new-document-declined

Prompt

Emit new event when a document is declined by a signer. Optional props are: 'SentBy', 'Recipients', 'SearchKey', 'Labels' and 'BrandIds'. SentBy and BrandIds props have async options. Prop Status must be 'Declined'.

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Actions

send-document-template

Prompt

Send documents for e-signature using a BoldSign template. Required props include 'template_id'. Optional props include 'title', 'message', 'roles', 'brandId', 'labels', 'disableEmails', 'disableSMS', 'hitDocumentId', 'enableAutoReminder', 'reminderDays', 'reminderCount', 'cc', 'expiryDays', 'enablePrintAndSign', 'enableReassign', 'enableSigningOrder', 'disableExpiryAlert', 'documentInfo', 'onBehalfOf', 'roleRemovalIndices', 'documentDownloadOption', 'formGroups', 'files', 'fileUrls', 'recipientNotificationSettings', 'removeFormFields', 'enableAuditTrailLocalization'. BrandId prop has async options, at least files or fileUrls must be provided.

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@luancazarine luancazarine self-assigned this Dec 16, 2024
@luancazarine luancazarine linked a pull request Dec 17, 2024 that will close this issue
luancazarine added a commit that referenced this issue Dec 19, 2024
Sources
 - New Document Completed
 - New Document Sent
 - New Document Declined

Actions
 - Send Document Template
@luancazarine luancazarine moved this from Doing to Ready for PR Review in Component (Source and Action) Backlog Dec 19, 2024
@michelle0927 michelle0927 moved this from Ready for PR Review to Ready for QA in Component (Source and Action) Backlog Dec 19, 2024
@vunguyenhung vunguyenhung moved this from Ready for QA to In QA in Component (Source and Action) Backlog Dec 20, 2024
@vunguyenhung vunguyenhung moved this from In QA to Ready for QA in Component (Source and Action) Backlog Dec 20, 2024
@vunguyenhung vunguyenhung moved this from Ready for QA to In QA in Component (Source and Action) Backlog Dec 20, 2024
@vunguyenhung vunguyenhung moved this from In QA to Changes Required in Component (Source and Action) Backlog Dec 20, 2024
@vunguyenhung
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Hello everyone, I have tested this PR and there're some test cases failed or needed improvement.

Please check the test report below for more information
https://vunguyenhung.notion.site/Components-boldsign-161bf548bb5e81e0943af56d582ec38f

@luancazarine
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Hi @vunguyenhung, the 'Sent By' prop does not list users, it lists senders. as you can see here and here

@luancazarine luancazarine moved this from Changes Required to Ready for QA in Component (Source and Action) Backlog Dec 23, 2024
@vunguyenhung vunguyenhung moved this from Ready for QA to In QA in Component (Source and Action) Backlog Dec 24, 2024
@vunguyenhung vunguyenhung moved this from In QA to Ready for Release in Component (Source and Action) Backlog Dec 24, 2024
@vunguyenhung
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Hi everyone, all test cases are passed! Ready for release!

Test report
https://vunguyenhung.notion.site/Components-boldsign-161bf548bb5e81e0943af56d582ec38f

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