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docusign / docusign-esign-csharp-client

The Official Docusign C# Client Library used to interact with the eSignature REST API. Send, sign, and approve documents using this client.
https://developers.docusign.com/docs/esign-rest-api/sdks/csharp/
MIT License
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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

Open gh0st opened 4 years ago

gh0st commented 4 years ago

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 commented 4 years ago

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 commented 4 years ago

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 commented 4 years ago

@InbarGazit like user groups https://developers.docusign.com/docs/esign-rest-api/reference/UserGroups/GroupUsers/list/

InbarGazit commented 4 years ago

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

InbarGazit commented 4 years ago

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

InbarGazit commented 4 years ago

we will update the documentation to reflect this.

gh0st commented 4 years ago

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 commented 3 years ago

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.