Participant

Question

Multiple Signers and Microsoft Flow

Forum|Forum|6 years ago
November 11, 2019
5 replies
7476 views

Hello all, I'm working on a proof of concept using Adobe Sign and Microsoft Flow. The requirements for this POC is to have a PDF document which is stored in SharePoint be digitally signed by multiple signers. The signer's emails are dynamic, depending on the department they work under.

I have been succesfull in creating a Flow that accepts a single signer but I have not been able to have any success when it comes to the second signer.

The problem, as I see it, is that I don't see a way of telling flow to wait for a second signature. Once the first signature is complete, Flow still sees the status of the signature as complete and bypasses the loop for the second signature.

Do I need to create a separate agreement for each signer of the document? Or is there some way for me to know that while 1 signature has been completed, the entire document is not yet complete.

Aplogies if this has been asked previously.

Thanks in advance.

Adobe Sign forms

V

viviane_1429

Participant

Hi!

Does anyone knows how to send files to dynamic recipients? Several files will be stored in my SharePoint and each one belong to a different signer. How do I setup Adobe sign to identify which file belongs to which email and sends it to the correct person. Also, how do I send it through Adobe Sign indicating the fields that should be signed? Thanks!

atsmusz_as_dsEng

Adobe Employee

Hey all here,

I'm a snr Solutions Consultant for Adobe Sign.

Trying to make sure I understand the ask.

Are you trying to make a process that allows for adding recipients to an agreement that is already "in-flight"?
If so, this is not possible. You can add as many recipients to the process as you need when creating the "agreement" but you can't change the number of recipients once the agreement is sent.

A. Smusz

Aaron Smusz - Data Science Engineering - Adobe Acrobat Sign

E

Elisa5C65

Participating Frequently

No. I had a process that grabs any new file in a certain shared folder, sends out out for two signtaures (always the same two users), saves the signed file into a "reviewed" folder, then moves the origional file from the first folder to a "original document archive" folder. I was having the problem with the "Do until" step... the flow kept copying and moving the files before the 2nd signature was complete.

When I changed the "Do until" step to "When an agreement workflow is completed sucessfully" that fixed my original 2nd signature issue... I thought. But, later.... I had an outstanding file from this process (that was waiting on the 2nd signature), but I also had a completely unrelated (unshared) file of my own that was out for signature. When the unrelated file was signed, because the PowerAutomate flow was still "running" (waiting on the 2nd signature), the flow grabbed the unrelated file and put in in the shared folder. So, everyone in the shared folder suddenly had a copy of a file they should not have.

I know I just have one of the parameters wrong, surely, but I've tried several things and they are all causing it to error out.

atsmusz_as_dsEng

Adobe Employee

I don't think this is technically possible because the flow can only grab the signed copy of an agreement by it's agreement ID. when you change a flow, it does not "retroactively" change the way instances of that flow run that were started before you changed it. My guess is that this was an instance of the flow that was started before you made the change.

Aaron Smusz - Data Science Engineering - Adobe Acrobat Sign

R

Rejdy

Participating Frequently

Hey grouchobear,

i was able to solve the issue yesterday. It is pretty simple.

For example in my original flow, step with "Do until" consisting of "Get the status of an agreement" and "Delay" was changed for a new trigger "When an agreement workflow is completed successfully". Works like a charm now!

W

weidenert

Participant

Hej Rejdy,

Can you please explain how the above solutions solves the "Email or Fax is missing. Valid recipient role is missing. " part?

This is the case when you have a list of approvers but not always use the same number of approvers (Sometimes 1 or 2 or 3 or ...)

I can't get it to work if you have dynamic users.

R

Rejdy

Participating Frequently

Hey grouchobear,

i have the same problem and there seems to be no solution to this other than to create a separate step for each signer in the flow.

I hope Adobe fixes the problem.

A

afdsfdf

Participant

I was having the same problem. I could not put NULL for a signer's email. I needed this flexibility because the number of signers varies.

I found that the answer is to count my number of signers and then use the Switch action in Flow. Based on the number of signers, I can then make a customized Adobe Sign action for the specific number of signers.

B

bemineni

Participant

I am in the same boat. How can we assign None to other recipients when their details are not entered

Tried the below option , but still fails with "Email or Fax is missing. Valid recipient role is missing. "

if(empty(triggerBody()?['CustomerorApproveremail3']),null,triggerBody()?['CustomerorApproveremail3'])

if(empty(triggerBody()?['CustomerorApproveremail3']),null,'3')

if(empty(triggerBody()?['CustomerorApproveremail3']),null,'Signer')

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