Docusign · Arazzo Workflow

DocuSign Update Template Recipients

Version 1.0.0

Read a template's recipients, update a role's default name and email, then verify the change.

1 workflow 1 source API 1 provider
View Spec View on GitHub AgreementsContractsDigital Transaction ManagementDocumentsElectronic SignatureseSignatureArazzoWorkflows

Provider

docusign

Workflows

update-template-recipients
Update a template recipient's default name and email and verify it.
Lists template recipients, updates the specified recipient's default details, then re-lists to confirm the change.
3 steps inputs: accountId, newEmail, newName, recipientId, templateId outputs: signers, templateId
1
listTemplateRecipients
TemplateRecipients_ListRecipients
List the recipients currently defined on the template to confirm the target recipient exists.
2
updateTemplateRecipient
TemplateRecipients_UpdateRecipients
Update the targeted template recipient with the new default name and email address.
3
verifyTemplateRecipients
TemplateRecipients_ListRecipients
Re-list the template recipients to confirm the updated default details were persisted.

Source API Descriptions

Arazzo Workflow Specification

docusign-update-template-recipients-workflow.yml Raw ↑
arazzo: 1.0.1
info:
  title: DocuSign Update Template Recipients
  summary: Read a template's recipients, update a role's default name and email, then verify the change.
  description: >-
    Maintains the default recipients baked into a reusable template. The
    workflow lists the recipients defined on a template, updates a chosen role's
    default name and email, and re-reads the template recipients to confirm the
    update took effect. This keeps a shared template pointed at the right
    default approver without recreating it. Every step spells out its request
    inline so the flow can be read and executed without opening the underlying
    OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: esignatureApi
  url: ../openapi/docusign-esignature-openapi.yml
  type: openapi
workflows:
- workflowId: update-template-recipients
  summary: Update a template recipient's default name and email and verify it.
  description: >-
    Lists template recipients, updates the specified recipient's default
    details, then re-lists to confirm the change.
  inputs:
    type: object
    required:
    - accountId
    - templateId
    - recipientId
    - newName
    - newEmail
    properties:
      accountId:
        type: string
        description: The DocuSign account ID (GUID or short account number).
      templateId:
        type: string
        description: The ID of the template to update.
      recipientId:
        type: string
        description: The recipient ID within the template to update.
      newName:
        type: string
        description: The new default name for the template recipient.
      newEmail:
        type: string
        description: The new default email for the template recipient.
  steps:
  - stepId: listTemplateRecipients
    description: >-
      List the recipients currently defined on the template to confirm the
      target recipient exists.
    operationId: TemplateRecipients_ListRecipients
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    - name: templateId
      in: path
      value: $inputs.templateId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      signers: $response.body#/signers
  - stepId: updateTemplateRecipient
    description: >-
      Update the targeted template recipient with the new default name and
      email address.
    operationId: TemplateRecipients_UpdateRecipients
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    - name: templateId
      in: path
      value: $inputs.templateId
    requestBody:
      contentType: application/json
      payload:
        signers:
        - recipientId: $inputs.recipientId
          name: $inputs.newName
          email: $inputs.newEmail
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      recipientUpdateResults: $response.body#/recipientUpdateResults
  - stepId: verifyTemplateRecipients
    description: >-
      Re-list the template recipients to confirm the updated default details
      were persisted.
    operationId: TemplateRecipients_ListRecipients
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    - name: templateId
      in: path
      value: $inputs.templateId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      signers: $response.body#/signers
  outputs:
    templateId: $inputs.templateId
    signers: $steps.verifyTemplateRecipients.outputs.signers