Deleting the attendee

In this task, the status of the DocuSign envelope that contains the sample document for the attendee has been set to either the Declined or Voided status code, indicating that the attendee has not signed the document and can not attend the event, either because the attendee declined to sign the document or because the sender voided the document before it could be signed by the attendee. For more information about the envelope status codes and the state machine used to evaluate them, see Downloading the signed document.

For either envelope status code, the workflow deletes the current item in the sample, exits the state machine, and ends the workflow.

To configure the workflow to delete the attendee

  1. Add a new Log to History List workflow action, under the Declined branch of the State Machine workflow action added in the previous procedure, and configure it so that the value of Message is set to the Message workflow variable.

  2. Add a new Delete Item workflow action, immediately after the workflow action added in the previous step, and configure it so that it deletes the current item.

  3. Add a new Set Next State workflow action, and configure it so that the value of Set next state is set to Exit state machine.

  4. Add a new Log to History List workflow action, under the Voided branch of the State Machine workflow action added in the previous procedure, and configure it so that the value of Message is set to the Message workflow variable.

  5. Add a new Delete Item workflow action, immediately after the workflow action added in the previous step, and configure it so that it deletes the current item.

  6. Add a new Set Next State workflow action, and configure it so that the value of Set next state is set to Exit state machine.

  7. Save and publish the sample list workflow.