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I have an action for docusign that generates a quote from the Quote entity and then displays the prepare screen for the user. I would like to have a way to post a note on the Quote and opportunity when a Docusign Quote is sent, however, i have no way of checking if the user, in the prepare screen, clicks send or cancel and as such, the note will post either way. Is there a way for me to see if the document was sent?
My appologies, i have found the solution to my problem.
Solution: Create another independent workflow on the DocuSign Transaction entity, triggered when the Envelope Status Field Changes. Check if the envelope status field is "Sent" (No quotation marks, just type the word Sent into the text box) and if the Quote lookup field contains data. If so, create a post on the Quote in the quote lookup field.
Hope this helps anyone else who has this issue
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