Multiple Send Report Grid

This Report forms part of the DocuSign integration when using the Multiple Send feature. This page guides you through how to create the Report and embed it on a record allowing you easily review all DocuSign tasks for a given record and their status.

Stage 1 – Build the Report

We recommend that you build the Report from the Record Type that the Report Grid will be based on, rather than creating an Activity Report. For example, if you are sending multiple documents from a Contract – start your report from the Contract record type and then drill through to Activities for the fields that you are interested in. This will allow the Report to run much faster and remain scalable as more documents are sent out for signature.

Click Start > New > Report > Create a new blank report > Customer Contracts and then add the following columns to the Report:

• Reference
• Activities > Status
• Activities > Activity reference
• Activities > Type
• Activities > DocuSign: Document Name
• Activities > DocuSign: Last Action
• Activities > DocuSign> Signed Document URL

Add the following Criteria to the Details view:

Activities > Type is DocuSign

Finally, add the following two calculated columns:

DocuSign Task Status – This column provides a more simple naming convention for the Document Status Field making it easier to review.

CASE  activities.cf_task_docusign_document_status
WHEN 'Document Draft - Not Sent' THEN 'Draft'
WHEN 'Document Viewed by Recipient' THEN 'Viewed by Recipient'
WHEN 'Document Sent for Signature' THEN 'Document Sent'
WHEN 'Document Rejected - Recipient Declined' THEN 'Recipient Declined'
WHEN 'Document Voided by Sender' THEN 'Cancelled by Sender'
WHEN 'Document Signed' THEN 'Document Signed'
ELSE NULL
END

CSS Styling – This column will apply colour coding logic depending on the Document Status where anything in progress is marked as orange, completed documents in green and anything rejected will be in red. You can change the colours to suit your needs.

CASE  activities.cf_task_docusign_document_status
WHEN 'Document Draft - Not Sent' THEN 'text-align: center;background-color:DarkOrange;color: white'
WHEN 'Document Viewed by Recipient' THEN 'text-align: center;background-color:DarkOrange;color: white'
WHEN 'Document Sent for Signature' THEN 'text-align: center;background-color:DarkOrange;color: white'
WHEN 'Document Rejected - Recipient Declined' THEN 'text-align: center;background-color:Red;color: white'
WHEN 'Document Voided by Sender' THEN 'text-align: center;background-color:Red;color: white'
WHEN 'Document Signed' THEN 'text-align: center;background-color:Green;color: white'
ELSE NULL
END

The CSS Styling Column can be added to all columns in the Report, this will then highlight the entire row.

Stage 2 – Create a Report Grid 

Once you have built the report, you can use it to create a Report Grid Custom Field on Customer Contracts that is constrained by the Reference field. Click Start > Configuration > Customisation > Record Types > Customer Contracts, then go to the Fields tab and select New Custom Field > Report. Configure a sensible field label and select the report/report view that you just created.

Finally, constrain the results of the Report so that the Contract Reference from the Report is equal to the Contract Reference of the record.

This will ensure that only the Activities related to a given Contract are shown. Remember to add the field to the appropriate Form Layouts – enabling you to easily review the status of all DocuSign Activities related to this record.