KB001752

Introduction

The following KB article discusses a known issue where only the last 30 days' worth of records will be returned when running a List View designed in SmartForms using the DocuSign Envelope SmartObject generated from the DocuSign service object.

Explanation

When integrating K2 and DocuSign a user can create an Envelope List View by generating it from the DocuSign Envelopes SmartObject List method. At runtime, this view can typically display a list of received, sent, draft or deleted envelopes based on the folders within DocuSign. The List View will only return and display envelopes sent within the last 30 days. Any prior envelopes sent or logged with the DocuSign folders will not display.

Even when executing the Envelope List query, using the SmartObject Tester Tool, against the DocuSign Folder SmartObject only the last 30 days envelopes will display.

Runtime Examples

Envelope List View returning envelopes for last 30 days on selected folder (Draft).

DocuSign Draft folder report.

Note: Click the link for more information on how to create an Envelope List View. This example appears in Appit and the same steps can be applied for blackpearl, K2 for SharePoint or SmartForms.

Resolution

This is a known limitation from within the DocuSign API where if no from_date is specified, DocuSign will default to only displaying envelopes for the last 30 days. This applies to any of the folders within DocuSign i.e. Inbox, Sent, Draft and Deleted or custom folders. Without specifying some sort of filtering criteria, the returned envelope data would be far too many in a production environment and this is the reason for the DocuSign's API to limit return results to last 30 day default filtering.

In order to overcome this, it is recommended to add a specific date range filter to your query. This can be done by adding a custom envelope search form. This is not an out of the box Form and would require you to build a customized Form.

Note: No additional date parameters are required to run the Envelope List View, but to ensure records for a specified date range are returned then a custom date filter is needed. Follow the link for more information on how to create a custom search filter. This example appears in Appit and the same steps can be applied for blackpearl, K2 for SharePoint or SmartForms.