# Creates agreement to be uploaded to DocuSign for customer signature.
#
# April 2015 Created by Stuart Gripman
# Dec 2015 Revised to support FM14 and new Portal architecture.
# April 2017 Adding support for multiple document types
#
# Preparation
Commit Records/Requests [ Skip data entry validation ; With dialog: Off ]
Perform Script [ Specified: From list ; “Global Error Capture/UserAbort” ; Parameter:    ]
Set Variable [ $Action ; Value: SeedCode_GetScriptParameter ( "Action" ) ]
Set Variable [ $TemplateID ; Value: SeedCode_GetScriptParameter ( "TemplateID" ) ]
#
# Action = "Begin"
If [ $Action = "Begin" ]
#
# set the required data
Set Field [ Globals_Data::g_DocuSignCustomerName ; JOBS@::z_txt_CustomerFullNameFirstLast ]
Set Field [ Globals_Data::g_DocuSignCustomerEmail ; Jobs@People_CUSTOMER::Email ]
Set Field [ Globals_Data::g_DocuSignCompanyName ; Jobs@People_CUSTOMER::CompanyName ]
Set Field [ Globals_Data::g_DocuSignDeviceType ; Case ( IsEmpty ( JOBS@::Drive_DeviceType ) ; JOBS@::Drive_SourceMediaType ; JOBS@::Drive_DeviceType ) ]
Set Field [ Globals_Data::g_DocuSignDeviceSN ; Case ( IsEmpty ( JOBS@::Drive_DeviceSerialNumber ) ; JOBS@::Drive_SourceMediaSerialNumber ; JOBS@::Drive_DeviceSerialNumber ) ]
#
# open the window and prepare the document
New Window [ Style: Document ; Name: "Create DocuSign Item" ; Top: Get ( WindowTop ) + 25 ; Left: Get ( WindowLeft ) + 25 ]
Go to Layout [ “Pop Up Window Jobs DocuSign” (JOBS@) ; Animation: None ]
Adjust Window [ Resize to Fit ]
// Set Field [ Globals_Data_VL::g_DocuSignAgreementType ; "Legal Authorization" ]
#
Set Field [ JOBS@::_k_SelectedCommunication ; $TemplateID ]
Set Field [ Globals_Data::g_DocuSignAgreement ; JOBS@DocuSign_Templates::DocuSignTemplateBody ]
Set Field [ Globals_Data::g_DocuSignFields ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[2] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[3] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[4] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[5] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[6] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[7] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[8] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[9] ; "" ]
Set Field [ Globals_Data::g_DocuSignFields[10] ; "" ]
Set Field [ Globals_Data::g_DocuSignAgreementType ; JOBS@DocuSign_Templates::DocuSignTemplateTitle ]
Perform Script [ Specified: From list ; “__ComMenu DocuSign [Action; TemplateID]” ; Parameter: "Action = Refresh" ]
Commit Records/Requests [ Skip data entry validation ; With dialog: Off ]
Exit Script [ Text Result: 1 ]
End If
#
#
# Action = "Refresh"
If [ $Action = "Refresh" ]
Set Field [ Globals_Data::g_DocuSignAgreement ; Let ( [   missingMessage = TextColor ( "!!MISSING!!" ; RGB ( 255 ; 50 ; 50 ) );   deviceType = Jobs@Globals_Data::g_DocuSignDeviceType;   deviceSN = Jobs@Globals_Data::g_DocuSignDeviceSN;   custName = Globals_Data::g_DocuSignCustomerName ] ; Substitute (   JOBS@DocuSign_Templates::DocuSignTemplateBody ;   ["<<customer name>>" ; If ( IsEmpty ( custName ); missingMessage; custName ) ];   ["<<device type>>" ; If ( IsEmpty ( deviceType ); missingMessage; deviceType ) ];   ["<<job number>>" ; JOBS@::_DS_Job_ID_CompleteID ];   ["<<price quote>>" ; JOBS@::Job_SelectedPriceQuote ];   ["<<serial number>>" ; If ( IsEmpty ( deviceSN ); missingMessage; deviceSN ) ];   ["<<Alt Minimum>>" ; "$" & 1200 * (1 - JOBS@::Job_DiscountPercent) ];   ["<<Alt Minimum With Discount>>" ; "$" & 1200 * (1 - JOBS@::Job_DiscountPercent) & If ( JOBS@::Job_DiscountPercent > 0; " after your discount" ) ];   ["<<Eval Price With Discount>>";     If(Jobs@Evaluations::ApprovedMin w Discount > 0; "between $" & Jobs@Evaluations::ApprovedMin w Discount & " and ") &    "$" & Jobs@Evaluations::ApprovedMax w Discount &    If( Jobs@Evaluations::ApprovedMax  ≠ Jobs@Evaluations::ApprovedMax w Discount; " after your discount")   ];   [ "<<Selected Target>>";   Let( [     $FileSystem = JOBS@::Target_FileSystem &  " formatted ";     $DriveDetails =If (IsEmpty( JOBS@::z_txt_TargetDriveString ) ;  JOBS@::Target_RecoveryMedia;  JOBS@::z_txt_TargetDriveString & " drive" );     $CustomerTarget = If( PatternCount(JOBS@::Target_MediaSource; "Customer"); " that you provided") ;     $MediaCost =  If(not IsEmpty( JOBS@::Target_EstCostofMedia); " at $" &  JOBS@::Target_EstCostofMedia)];   Case (     PatternCount ( JOBS@::z_txt_TargetDriveString ; "Best Fit" );     $fileSystem & "new drive purchased from DriveSavers that best fits your recovery " & JOBS@::Target_BestFitPriceString;     Substitute ( $FileSystem & $DriveDetails & $CustomerTarget & $MediaCost; ["Target Drive" ; "drive"]; ["@" ; "at"] )     ) // end case   )//end let   ]   )  // end substitute )  // end let  ]
// Set Field [ Globals_Data::g_DocuSignAgreement ; Let ( [   missingMessage = TextColor ( "!!MISSING!!" ; RGB ( 255 ; 50 ; 50 ) );   deviceType = Jobs@Globals_Data::g_DocuSignDeviceType;   deviceSN = Jobs@Globals_Data::g_DocuSignDeviceSN ] ; Substitute (   JOBS@DocuSign_Templates::DocuSignTemplateBody ;   ["<<customer name>>" ; Globals_Data::g_DocuSignCustomerName ];   ["<<device type>>" ; If ( IsEmpty ( deviceType ); missingMessage; deviceType ) ];   ["<<job number>>" ; JOBS@::_DS_Job_ID_CompleteID ];   ["<<serial number>>" ; If ( IsEmpty ( deviceSN ); missingMessage; deviceSN ) ]   )  // end substitute )  // end let  ]
Refresh Window [ Flush cached join results ]
Exit Script [ Text Result: 1 ]
End If
#
#
# Action = "Continue"
If [ $Action = "Continue" ]
Commit Records/Requests [ Skip data entry validation ; With dialog: Off ]
#
# Set Document Title
Set Variable [ $$DocTitle ; Value: Let (   theTemplate = JOBS@::_k_SelectedCommunication;   Case (     theTemplate = "D002";     "APPROVAL TO PROCEED WITH RECOVERY ATTEMPT";     theTemplate = "D001";     "LEGAL AUTHORIZATION TO ACCESS DATA";     ""   ) ) ]
#
# Add Fields to template and JSON
If [ not IsEmpty ( Globals_Data::g_DocuSignFields[1] ) ]
#  Loop through the template field list
Set Variable [ $rep ; Value: 1 ]
Set Variable [ $maxReps ; Value: Count(Globals_Data::g_DocuSignFields) ]
Set Variable [ $$extraFields ; Value: "" ]
Set Variable [ $$lineItems ; Value: "" ]
Loop
Set Variable [ $field ; Value: Globals_Data::g_DocuSignFields[$rep] & ":" ]
Set Field [ Globals_Data::g_DocuSignAgreement ; Globals_Data::g_DocuSignAgreement  & �� & �� & $field ]
# Generate JSON for extra fields
Set Variable [ $row ; Value: JSONSetElement ("{}" ;     [ "name" ; Globals_Data::g_DocuSignFields[$rep] & ":" ; 1 ] ;     [ "tabLabel" ; Globals_Data::g_DocuSignFields[$rep] ; 1 ] ;     [ "locked" ; "false" ; 1 ] ;     [ "anchorString" ; Globals_Data::g_DocuSignFields[$rep] & ":" ; … ]
Set Variable [ $$lineItems ; Value: Substitute ( List ( $$lineItems ; $row ) ; �� ; "," ) ]
Set Variable [ $rep ; Value: $rep + 1 ]
Exit Loop If [ $rep > $maxReps ]
End Loop
Set Variable [ $JSON ; Value: "textTabs\": [" & $$lineItems & "]" ]
#
Set Variable [ $$extraFields ; Value: "\"" & "\\\"" & Substitute ( $JSON ; "\"" ; "\\\"" ) & "\"" ]
#
# Add some extra carriage returns
Set Field [ Globals_Data::g_DocuSignAgreement ; Globals_Data::g_DocuSignAgreement  & �� & �� & �� ]
Commit Records/Requests [ With dialog: Off ]
// Set Variable [ $$extraFields ; Value: JSONSetElement ( "{}" ; "textTabs" ; $$extrafields ; JSONArray ) ]
End If
#
#
# make sure all required fields are present - these are template specific
If [ Let ( [   a = IsEmpty ( Globals_Data::g_DocuSignDeviceType );   b = IsEmpty ( Globals_Data::g_DocuSignDeviceSN );   c = IsEmpty ( Globals_Data::g_DocuSignCompanyName );   d = IsEmpty ( Globals_Data::g_DocuSignCustomerEmail );   e = IsEmpty ( Globals_Data::g_DocuSignCustomerName ) ];   Case (     // Legal Authorization     JOBS@::_k_SelectedCommunication = "D001";     a + b + c + d + e > 0;     // Special Approval     JOBS@::_k_SelectedCommunication = "D002";     d + e > 0;     0   ) ) /* This calc is designed to let you check for required fields based on the selected template. Not all templates require all fields. For a given template, add the let variables of the required fields. If that sum is greater than zero, one of the fields is empty and you have a failure state. */ ]
Show Custom Dialog [ "Information Missing" ; "Required information is missing. Enter valid information into all green fields and try again." ]
Exit Script [ Text Result: 0 ]
End If
#
# validate the email address
If [ PatternCount ( SMTPit_VerifyEmailAddress ( "Syntax" ; Globals_Data::g_DocuSignCustomerEmail ); "Verified." ) = 0 ]
Show Custom Dialog [ "Invalid Email" ; "The email address " & Quote ( Globals_Data::g_DocuSignCustomerEmail ) & " is not valid. Correct th…" ]
Exit Script [ Text Result: 0 ]
End If
#
# switch to the PDF layout and refresh
Go to Layout [ “Pop Up Window DocuSign PDF” (JOBS@) ; Animation: None ]
// Perform Script [ Specified: From list ; “__ComMenu DocuSign [Action; TemplateID]” ; Parameter: "Action = Refresh" ]
Print Setup [ Restore ; With dialog: Off ]
Adjust Window [ Resize to Fit ]
#
# prep variables for saving the file and creating the URL
Set Variable [ $customerName ; Value: Globals_Data::g_DocuSignCustomerName ]
Set Variable [ $customerEmail ; Value: Globals_Data::g_DocuSignCustomerEmail ]
Set Variable [ $docID ; Value: Int ( Random * 10000 ) ]
Set Variable [ $docType ; Value: Globals_Data::g_DocuSignAgreementType ]
Set Variable [ $jobID ; Value: Substitute ( JOBS@::_DS_Job_ID_CompleteID; "/" ; "-" ) ]
Set Variable [ $jobRecID ; Value: JOBS@::_JobID ]
Set Variable [ $fileName ; Value: Globals_Data_VL::g_DocuSignAgreementType & " " & $jobID & " " & $docID & ".pdf" ]
Set Variable [ $exportPath ; Value: Let (   platform = Abs ( Get ( SystemPlatform ) );   Case (     platform = 1; "filemac:";     platform = 2; "filewin:";     ""   ) ) & Get ( TemporaryPath ) & $fileName ]
#
# save the PDF to the temp folder
Save Records as PDF [ Restore ; With dialog: Off ; “$exportPath” ; Current record ; Create directories: Off ]
#
# Error handling
If [ Get ( LastError ) ≠ 0 ]
Show Custom Dialog [ "Error" ; "Unable to save DocuSign PDF to temporary folder. Please try again, and notify your database admini…" ]
Close Window [ Current Window ]
Exit Script [ Text Result: 0 ]
End If
#
# hand it off to the helper file on Portal
# CONTEXT SWITCH
Close Window [ Name: "Create DocuSign Item" ]
New Window [ Style: Document ; Name: "docusign helper" ; Left: -10000 ]
Go to Layout [ “UTIL: Add DocuSign File” (JOBS@DocuSign) ; Animation: None ]
New Record/Request
Set Field [ JOBS@DocuSign::_kf_JobID ; $jobID ]
Set Field [ JOBS@DocuSign::_kf_JobRecID ; $jobRecID ]
Set Field [ JOBS@DocuSign::documentType ; $docType ]
Set Field [ JOBS@DocuSign::name ; $customerName ]
Set Field [ JOBS@DocuSign::email ; $customerEmail ]
Set Field [ JOBS@DocuSign::fields ; $$extraFields ]
#
Set Variable [ $docID ; Value: JOBS@DocuSign::__kp_ID ]
// #
# import the PDF from the temporary directory
Set Variable [ $importPath ; Value: Substitute ( $exportPath ; [ "filemac" ; "imagemac" ] ; [ "filewin" ; "imagewin" ] ) ]
Go to Field [ JOBS@DocuSign::documentPDF ]
# --don't use the Insert PDF script step here
Insert Picture [ “$importPath” ]
#
# Error handling
If [ Get ( LastError ) ≠ 0 ]
Show Custom Dialog [ "Error" ; "Unable to stage the document file for upload to DocuSign. Please try again and notify your databas…" ]
Delete Record/Request [ With dialog: Off ]
Close Window [ Name: "docusign helper" ]
// Close Window [ Name: "Create DocuSign Item" ]
Exit Script [ Text Result: 0 ]
Else
Close Window [ Name: "docusign helper" ]
// Close Window [ Name: "Create DocuSign Item" ]
End If
// #
// # PSoS script copies the PDF from the RC to the DocuSign Web directory.
// # ------Pass the helper record's kp_ID as a param.
// Commit Records/Requests [ Skip data entry validation ; With dialog: Off ]
// Perform Script on Server [ Specified: From list ; “PSoS Move File [kp_ID]” from file: “DocuSign Helper” ; Parameter: JOBS@DocuSign::__kp_ID ; Wait for completion: On ]
// Set Variable [ $result ; Value: Get ( ScriptResult ) ]
// # Add error handling here in case PSoS script result indicates a problem. Any result except "success" means it didn't fly.
// If [ PatternCount ( Get ( ScriptResult ) ; "success" ) = 0 ]
// Show Custom Dialog [ "Error" ; "Unable to move DocuSign PDF to web directory. Please notify your database administrator of result:… ]
// Show Custom Dialog [ "Error" ; $result ]
// Close Window [ Name: "docusign helper" ]
// Close Window [ Name: "Create DocuSign Item" ]
// Exit Script [ Text Result: 0 ]
// End If
// #
// # Hand off to DocuSign
// Insert from URL [ Select ; With dialog: Off ; JOBS@DocuSign::envelopeID ; "httpspost://pacheco.drivesavers.com/docusign_depot/sendToDocusign.php?name=" & $customerName & "&email=" & $customerEmail & "&jobid=" & $jobID & "&docid=" & $docID & "&doctype=" & $docType ]
// #
// # Error handling
// If [ Let (   result = JOBS@DocuSign::envelopeID;   PatternCount ( result ; "error" ) +   PatternCount ( result ; "warning" ) +   PatternCount ( result ; "fail" ) ) // this will have a result of > 0 if any of the terms appear in the envelopeID field ]
// Show Custom Dialog [ "DocuSign Error" ; "DocuSign reported an error. Please try again and notify your database administrator." ]
// Close Window [ Name: "docusign helper" ]
// Close Window [ Name: "Create DocuSign Item" ]
// Exit Script [ Text Result: 0 ]
// End If
// #
#
# Run docusign process from helper file
Perform Script [ Specified: From list ; “Launch.Docusign” from file: “DocuSign Helper” ; Parameter: $docID ]
#
# Error handling
#
// Set Variable [ $envID ; Value: JOBS@DocuSign::envelopeID ]
Set Variable [ $subject ; Value: "DocuSign " & $docType & " document sent for signature." ]
Set Variable [ $body ; Value: $docType & " document sent for signature." & "¶File Name: " & $fileName  & �� & �� & "For more info check the \"Docs\" tab" ]
Close Window [ Name: "docusign helper" ]
#
# create the com log entry
Select Window [ Name: "Create Docusign Item" ; Current file ]
Perform Script [ Specified: From list ; “New ComLog Note Auto entry [Context] (Subject; Body)” ; Parameter: "Context = Jobs ; Subject = " & $subject & " ; Body = " & $body ]
#
# close process windows and take the user back to the starting layout
Close Window [ Name: "Create DocuSign Item" ]
#
Set Variable [ $confirmMessage ; Value: SDialog_Set( "dialog-timeout" ; 2 ) & SDialog_Set("dialog-min_width" ; 300) & SDialog_InputDialog( TextSize ( "DocuSign Document Sent Successfully" ; 18 ) ) ]
Exit Script [ Text Result: 1 ]
#
// Perform Script [ Specified: From list ; “__ComMenu DocuSign [Action; TemplateID]” ; Parameter: "Action = Finish" ]
// Exit Script [ Text Result: 1 ]
#
End If
#
# Action = "Finish"
// If [ $Action = "Finish" ]
// End If
#
#
# Action = "Cancel"
If [ $Action = "Cancel" ]
Close Window [ Current Window ]
Commit Records/Requests [ Skip data entry validation ; With dialog: Off ]
Halt Script
End If
#