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Table of Authority (ToA) based signatures

New Here ,
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

Topics

How to sign, SharePoint and Salesforce integration, Workflow designer

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

Table of Authority (ToA) based signatures

New Here ,
Feb 28, 2020

Copy link to clipboard

Copied

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

Topics

How to sign, SharePoint and Salesforce integration, Workflow designer

Views

126

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
New Here ,
Mar 04, 2020

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top up the post - any suggestions?

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