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epiekarc
epiekarc
Participant
June 22, 2020
Answered

How to skip the prefill step using MS Power Automate?

  • June 22, 2020
  • 3 replies
  • 2369 views

I have a form with many fields that will all be prefilled by Power Automate. However, when I test this, after the automation completes, the agreement is still "Waiting for me" to Prefill & Send even though there are no fields left to prefill. I want the agreement to go straight to the signer after the automation fills in the fields. How can I get the agreement to skip that prefill & send step?

This topic has been closed for replies.
Correct answer epiekarc

SOLVED. To do what I needed it to do, I had to mark the form fields as Read Only AND assign each of them to "Anyone". There is no way to skip the Prefill phase if there are any fields assigned to Sender (Prefill).

3 replies

K
Kendra24630999wbmk
Participant
June 24, 2022

I have a question as I am having the same issue. Did you make this change in the PDF template in Adobe Acrobat? If so, could you send a few screenshots to get me started on this solution? Also, will making this change prevent my flow from pre-populating the fields in Power Automate? 

 

Thank you for your patience with my questions. Just needing a little more clarity on the solution.

 

Best,

Kendra

D
Dynamic_sharpness5FCA
Participant
September 26, 2021

Hi, I would love to learn a bit about your Power Automate flow.  I am looking to do the same thing with some forms I am sending.  I have data in excel and I want to send multiple agreements after prefilling each.  I am assuming that your use case is not a megasign use case. Mine is not as I have multiple roles assigned in each form.

epiekarc
epiekarcAuthorCorrect answer
Participant
June 29, 2020

SOLVED. To do what I needed it to do, I had to mark the form fields as Read Only AND assign each of them to "Anyone". There is no way to skip the Prefill phase if there are any fields assigned to Sender (Prefill).

    S
    Shirley23629022nh24
    Participant
    March 17, 2022

    Thank you 🙂 I ran into the same issue, so I will definitly try this 

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