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Is it possible to fetch all envelope IDs that used a particular template, or by users who belong to a particular group? #292

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gh0st opened this issue Sep 9, 2020 · 8 comments

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@gh0st
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gh0st commented Sep 9, 2020

I want to fetch all envelope IDs that used particular templates because with these envelope IDs I want to get status changes on a regular interval. Or if there's a way we can fetch all envelopes sent by a particular group of users that would work too. I'm referencing DocuSign api endpoints that are available and haven't found quite a direct correlation between the available endpoints and what I'm trying to achieve. Unless I'm missing something. Any ideas?

@InbarGazit
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For your first question, the answer is - you can only do that if you have some metadata in the template/envelope to indicate it.
https://www.docusign.com/blog/developers/the-trenches-track-your-templates-envelope-custom-fields can help show you how to do that.

@InbarGazit
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as for your second question, not sure what "group" means, but you can look into how to search for envelopes by various meta-data here - https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/envelopes/search/

@gh0st
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gh0st commented Sep 9, 2020

@InbarGazit
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I don't believe there's a way to do that, I will ask

@InbarGazit
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actually, I am wrong, in the search_text query parameter you can provide the name of the signing group. That should work.

@InbarGazit
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we will update the documentation to reflect this.

@gh0st
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gh0st commented Sep 9, 2020

actually, I am wrong, in the search_text query parameter you can provide the name of the signing group. That should work.

@InbarGazit I just want to make sure our definitions of a signing group are the same. What is it you mean when you say signing group? Is it equivalent to the user groups link that I provided above?

@InbarGazit
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sorry for the delay @gh0st , not it's not user groups, signing groups are different - https://developers.docusign.com/docs/esign-rest-api/reference/SigningGroups/SigningGroups/list/
User Groups cannot be used in the search.

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