How to recall or cancel any sign request (if request is not completely signed by all signers)?

Using AYAN KAiZEN, businesses can digitally or electronically sign a contract or deal or any confidential document in a secured way. There is no need for the sales team to send any physical documents for signing, as it will take time and can delay the process. 

Signers can create/draw/upload a secure and verifiable signature, which can be used on any device to digitally sign or embed sign to a specific location on the documents.

Few Questions:

• Is it possible to cancel a sign request once it is placed by requestor? 
• Can we cancel the sign request if its status is not yet marked as completely signed?
• Can we cancel a request if the request is signed by one of signers and pending for other signers to sign?

One word Answer: Yes, we can recall or cancel the sign request in all the above cases.

Few simple steps to recall any sign request:

Step 1: Assuming the sign request is already generated. Whenever a new signRequest is initiated (refer this blog), it generates a signRequestID in the response, which is required parameter to recall a sign request. Kindly store the signRequest ID in the response.

Sample HTTP Response for new sign request:

{

"FailRules": [],

"Data": {

"SignRequestId": "01HV6MEARQD3X8ZXXX5FR3YDB8",

"RequestNo": "KAiZEN-118"

}

} 

Step 2: In order to recall any signRequest, user need to make a secure HTTP Callout as per the below details:

HTTP Request Parameters
Paramters Name	Value
Content-Type	application/json
Method	POST
Endpoint	https://fa-kaizen-prod.azurewebsites.net/api/RecallSignRequest?code=RTa1A0GW5Yl92OF54-73lRqglLFCt_0pVcg86hWf1EjtAzFuNROcdA==
Body	JSON Body with parameters

Request Body Parameters
Paramters Name	Description	Required
signRequestId	Unique ID of the sign request	Yes
appToken	Unique Code to initiate the request	Yes
recallReason	Reason for recall the request	No
recalledBy	Name of the person who initiated the recall	Yes

Sample HTTP Request:

HttpRequest request = new HttpRequest(); request.setEndpoint( << Initiate Sign Endpoint URL >> ); request.setMethod('POST'); request.setHeader('Content-Type', 'application/json'); request.setBody( << JSON Body as shown below >> ); request.setTimeout(120000);

Sample JSON Body:

{

"signRequestId": "<< unique id of sign request>>",

"appToken": "01HQMDX-YCP019-Z2P3SX-QPSB53-8B4A3F-BC40B8-B10908-FB2FF4-A",

"recallReason": "Request raised mistakenly",

"recalledBy": "Mohit Bansal"

}

Sample HTTP Response:

{

"FailRules": [],

"Data": true

}

Once the request is submitted, it will generate the different responses depending upon different scenarios:

• Scenario 1: If the sign request is open or not completely signed, then request will successfully get cancelled with status as true.

• Scenario 2: If the sign request is already signed, then it will display a error message in the response with the message "This request is already cancelled"

• Scenario 3: If the sign request has invalid token, then it will display a error message in the response with the message "Invalid App Token"

• Scenario 4: If the sign request has invalid id, then it will display a error message in the response with the message "No sign request found"

How to generate "APP Token" to make any api request with KAiZEN?

Using AYAN KAiZEN, businesses can digitally or electronically sign a contract or deal or any confidential document in a secured way. There is no need for the sales team to send any physical documents for signing, as it will take time and can delay the process. 

Signers can create/draw/upload a secure and verifiable signature, which can be used on any device to digitally sign or embed sign to a specific location on the documents.

In order to make any api request, user needs an application token (abbreviated as appToken), which is mandatory to pass in every callout request.

What is app token?

Application token (abbreviated as appToken) is a secure code which is unique across each customer. The app token cannot be repeated for any customer. One customer can generate multiple tokens depending upon the application or project the customer is working. For eg:

Token Table
Application Name	Validity	Token
Project 1	365 days	Project1Token
Project 2	60 days	Project2Token

Few simple steps to generate an app token:

Step 1: If you are a new user, then signup for free account or, if an existing user, login in to the account with the credentials. Kaizen Portal Login url:  https://portal.ayankaizen.com

Step 2: OTP verification. User will receive an OTP code on registered email address if the MFA is enabled.

Following is the email received at the registered email address 

Step 3: Once logged in, click on Settings tab on the left side menu items

Step 4: Click on "Create App Token"

Step 5: It will open the below popup. Enter the name of the project or application for which this token will be used and once saved it will auto generate a token which can be used to call any Kaizen API's. 

User can generate multiple tokens for different projects in which the token needs to be used. The default validity for each token is one year.

Step 6: Once the name is added. for eg: Project 2. It will generate the token and will close the popup.

       Copy the token and use it in integrating the KAiZEN Api's.

How to clone multiple List Views from same org (or any external source org) in few clicks?

Let's ask few questions to ourself about Salesforce Standard List Views:

1. Can we add multiple List Views in single click?

2. Can we update multiple list views at the same time?

3. Can we delete multiple list views in single click?

4. Can we Clone multiple list views in single click?

Answer is BIG NO. Salesforce standard list view doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every List View one by one and perform the required action.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can clone multiple List Views of same org (or any external salesforce org) in few clicks.

Few simple steps to clone multiple List Views in few clicks

1. Open the BOFC Home > Click "Clone List Views"

2. It will open below screen to Clone list views. Select the type of operation as "Clone multiple list views" option in radio button.

3. Select the source org from which list views needs to be cloned. In case source org is not available in drop down, kindly click on "Manage Org Details" to add new source org. 

Once source org is selected, it will display the list of source objects. Select single or multiple source objects. Once ready, click "Fetch List View(s)" button to initiate the process to fetch all the existing list views of selected objects.

4. Select the single or multiple ListViews. Once ready, click on "Clone List Views" button to initiate the process.

5. Once the "Clone ListView(s)" buttons is clicked, it will open a popup with some fields to fill. Once the information is filled, click on "Click here to clone in current org" button.

and here is the result:

For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How to compare multiple List Views of salesforce in few clicks?

 Let's ask few questions to ourself about Salesforce Standard List Views:

1. Can we add multiple List Views in single click?

2. Can we update multiple list views at the same time?

3. Can we delete multiple list views in single click?

4. Can we compare multiple list views in single click?

Answer is BIG NO. Salesforce standard list view doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every List View one by one and perform the required action.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can compare multiple List Views in few clicks.

Few simple steps to compare multiple List Views in few clicks

1. Open the BOFC Home > Click "Compare List Views" on the Manage List Views section

2. It will open below screen to compare list views. Select the type of operation as "Compare multiple list views" option in radio button.

3. Select single or multiple objects. Once ready, click "Fetch List View(s)" button to initiate the process to fetch all the existing list views of selected objects.

4. Select the single or multiple ListViews. Once ready, click on "Compare List Views" button to initiate the process.

5. Once the "Compare ListView(s)" buttons is clicked, it will download the excel with all the information for the selected list views.

For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How to export multiple List Views from salesforce in few clicks?

Let's ask few questions to ourself about Salesforce Standard List Views:

1. Can we add multiple List Views in single click?

2. Can we update multiple list views at the same time?

3. Can we delete multiple list views in single click?

4. Can we export multiple list views in single click?

Answer is BIG NO. Salesforce standard list view doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every List View one by one and perform the required action.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can export multiple List Views in few clicks.

Few Simple Steps to export multiple List Views in few clicks

1. Open the BOFC Home > Click "Export List Views"

2. It will open below screen to export list views. Select the type of operation as "Export multiple list views" option in radio button.

3. Select single or multiple objects. Once ready, click "Fetch List View(s)" button to initiate the process to fetch all the existing list views of selected objects.

4. Select the single or multiple ListViews. Once ready, click on "Export List Views" button to initiate the process.

5. Once the "Export ListView(s)" buttons is clicked, it will download the excel with all the information for the selected list views.

For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How to delete multiple List Views in few clicks?

Let's ask few questions to ourself about Salesforce Standard List Views:

1. Can we add multiple List Views in single click?

2. Can we update multiple list views at the same time?

3. Can we delete multiple list views in single click?

Answer is BIG NO. Salesforce standard list view doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every List View one by one and perform the required action.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can remove multiple List Views in few clicks.

Few Simple Steps to delete multiple List Views

1. Open the BOFC Home > Click "Add / Remove List Views"

2. It will open below screen to manage list views. Select the type of operation as "Delete multiple list views" option in radio button.

3. Select single or multiple objects. Once ready, click "Fetch List View(s)" button to initiate the process to fetch all the existing list views of selected objects.

4. Select the single or multiple ListViews. Once ready, click on "Delete List View(s)" button to initiate the process.

5. Once the "Delete ListView(s)" buttons is clicked, it will display the status against each selected list views in the table.

  

Green means - ListView Deleted Successfully

Red means - ListView got error out because of some reason.

For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How can signer sign a document sent for digital signature via KAiZEN?

Using AYAN KAiZEN, businesses can digitally or electronically sign a contract or deal or any confidential document in a secured way. There is no need for the sales team to send any physical documents for signing, as it will take time and can delay the process. 

Signers can create/draw/upload a secure and verifiable signature, which can be used on any device to digitally sign or embed sign to a specific location on the documents.

Salesforce Admins / Developers can easily integrate KAiZEN API's to enhance the e-signing capabilities for the company. Additionally, sales team can track the status of the signed documents and can send the documents to multiple signers in the hierarchy model.

Few simple steps for a signer to digitally sign a document via KAiZEN:

Step 1: Once the request is received in the email to digitally sign a document, open the email with the subject "Document Pending for eSignature"

Kindly review the information about the document, requestor and any message from requestor. Once all the information is verified, click on "Click here to Sign" button to initiate the process for digitally signing.

Step 2:  Once the button is clicked, it will open the document in the KAiZEN editor to sign.

Step 3. Requestor can pre-define the location where signer needs to sign, which is marked with a "sign here" image as highlighted below:

or, user can click on "+ Signature" button on the top right corner.

Step 4:  Once any of the button in step 3 is clicked, it will open a popup where signer can draw a signature or upload any signature.

Step 5: Let's draw the signature and then click on insert button inside the popup.

Once the insert button is clicked, it will close the popup and will insert the sign at the defined location. Signer can still move the sign at some other location by drag-drop the sign using action buttons.

Step 6. Once all the locations are signed, click on the "Submit" button. Once the submit button is clicked, it will display a thank you message.

In the same way, if the sign request has multiple signers, then all the defined signers will sign the document. Once all the signers complete the signing, it will send an individual email to all the signers with the signed document.