Multiple Signers and Microsoft Flow

[grouchobear]

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.

[bemineni]

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')

[Rejdy]

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.

[afdsfdf]

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. 

[Rejdy]

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!

[weidenert]

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.

[Elisa5C65]

The "When an agreement workflow is completed successfully"  step fixed my 2nd signature problem too, but can you show what settings you have inside the step?  I just realized that if I have a completely unrelated document out for signatures while my flow is running, it grabs THAT document to save so my sharepoint folder if it completes before my flow-related document... not good at all!

[atsmusz_as_dsEng]

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

[Elisa5C65]

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]

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.

[Elisa5C65]

Well... somehow it sure did grab the wrong one.  I think the problem is the "Scope" (see below):

I tried using others, but it errors out.  Example: The request failed. Response content: '{"code":"PERMISSION_DENIED","message":"User is not a account or group admin for the selected group."}'.

It was definately not a flow that started before my change.  I am the only one submiting files until we have it working properlly and the only one updating the flow.

[atsmusz_as_dsEng]

Yes, I think you should change your flow to look for a specific agreement and give it the ID you got back from the send.

It's possible it was set to look for "any" instead of a specific one.

[Elisa5C65]

Yes.  So, that was my original question.  I can't figure out the guts of this step becuse I am getting errors or unwanted results from everything I have tried so far.

[atsmusz_as_dsEng]

Please see this screen-shot:

https://www.evernote.com/l/AgXDLhAS1mRMFJ0N5uNW8JI4dq1RkGMcQ9s

[Elisa5C65]

I believe this has SOLVED my problem!  Thank you SO MUCH!!!

[atsmusz_as_dsEng]

Excellent!  Glad I could help sort it out.

[Christoph5E2B]

Does @atsmusz_as_dsEng  or anybody else have a solution for the initially asked question how to add dynamically users the "create an agreement from an uploaded document and send for signature" action in Power Autoamte?
In my usecase I have sometimes 2 or sometimes 4 users who should sign. They are defined before the flow runs but I don´t how to put in in the the actio item.

[Rejdy]

hello @Christoph5E2B and all,

after Adobe sign added new versions of its steps i was able to create a flow where i am dynamically adding signers from excel file or sharepoint list! i just use variables and values from excel/SPlist. Names/email adresses of people who are supposed to be signing is in my case dependent on the trigger, which is MS Forms form submittal where i choose a department - from this i get the list of signers, which is later on processed as variable and placed into "Create an agreement ..." step. See below.

[Rejdy]

It could also be used to ented document IDs or Form fields dynamically.

[Christoph5E2B]

Hi Rejdy,

thanks for your fast reply!

I´m not able to add an Array Var to the participant column. Also it is named "Participant Email" on my side.

My participants came from the SharePoint file item, where I run the flow.

What did I wrong?

[Rejdy]

Click on this icon first in order to change the way how you enter your input.

 

[Rejdy]

Well the right one, not the left! i made a mistake while editing the pic!

[Rejdy]

Also, be careful with the ORDER. now you have the order set to 1 for all participants. you need to change that as the "create agreement" step won't accept two or more participants with the same order. you can use "current index" from "apply to each" step (you might need to add +1 as the first one has index 0 if i remember correctly).

[Vy.a.Tran]

Hello, I know this thread is long dead, but I'm having a similar problem and your link above is dead.

We managed to create a flow that works for one signer, but when we add in another signer, it approves the document after only one person signed. Even if we add 2 sign box, it will ask one person to sign both boxes. We don't know if it's a problem with our flow or how we set up the PDF. I attached our flow below.

[lively_aurora47657]

@Vy.a.Tran I'm still struggling with this too because of the dead link. But Your next step based on your screenshot is to add an Adobe TRIGGER called "When an agreement workflow is completed successfully" (make sure you select trigger to find it).