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Table of Authority (ToA) based signatures

New Here ,
Feb 28, 2020 Feb 28, 2020

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Hi All

Is there a way to pre-define a signing flow based on Table of Authority (ToA)? I.e. I have a document that needs to be signed by different groups of people based on order amount. Example:

  • Order amount <1k: to be signed by Sales Manager (list of Sales managers consists of X number of people, either of them can sign)
  • 1k < Order amount < 5k : sales manager signs first, then account manager (both lists consist of X number of people, either of them can sign)
  • two more similar rules

Current table of authority is in Excel but I see no way to integrate it in the tool. Probably using Logic Apps / Ms Flow? If yes, how do we call the values?

 

Thanks in advance!

Natalia

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How to sign , SharePoint and Salesforce integration , Workflow designer

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New Here ,
Mar 04, 2020 Mar 04, 2020

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top up the post - any suggestions?

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