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Session Id : bxl6azYpqEItVmJYOy03iX
Power Automate - Building Flows
Answered

Get sharepoint ID in DocuSign Flow

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Posted on 27 May 2021 17:39:05 by 6,048 Super User 2024 Season 1

a12.jpgAbove flow sends the document when item is changed in SharePoint list.

a13.jpg

Now when documents gets signed i need to attach that document to the same SharePoint item. But, since they are two different flow i can't get the ID. Any ideas?

  • DAllen365 Profile Picture
    446 on 06 Jun 2021 at 18:48:16
    Re: Get sharepoint ID in DocuSign Flow

    @zmansuri, glad to hear it will work for you.  I admit I do a few extra things that you don't but in my opinion they are good to do to ensure the correct actions run at the correct time.  You don't want this saving the file if it failed to get the item by the ID or some other cause but of course up to you.  Start with just getting it working as it and if you like you can augment to make it more error-proof.  Reply if you run into trouble, I'll try to help.


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  • zmansuri Profile Picture
    6,048 Super User 2024 Season 1 on 06 Jun 2021 at 18:44:12
    Re: Get sharepoint ID in DocuSign Flow

    Thank you for responding. Sounds complicated. But i love your idea of saving envelop id in SharePoint when sending an envelope.

    Thanks. I think this will work.

  • Verified answer
    DAllen365 Profile Picture
    446 on 06 Jun 2021 at 18:38:51
    Re: Get sharepoint ID in DocuSign Flow

    @zmansuri, I have a flow where I am doing something very similar.  What you need to do is capture the envelope ID in the first flow where you submit it to DocuSign to a single line of text column in SharePoint.  The envelopeID is on the output of the Docusign action.  Add the Update SharePoint item action, and write the value to the SharePoint column:

    capture docusign envelopeID.png

     

     

     

     

     

     

    Then on the 2nd flow, in my case I did something extra.  There are many templates, and I needed to determine which ones were auto-submitted vs manually so I added a trigger condition on the DocuSign when envelope status changes to look for email of the user in DocuSign which I had to a service account like this:

    @equals(triggerOutputs()?['body/DocuSignEnvelopeInformation/EnvelopeStatus/Email'],'svcacct@contoso.com')

     

    Then after some variables, I do a get SharePoint items and filter the query for the DocuSignID (this is in the query field, remember it's the internal column name):

    DocuSignID eq '@{triggerOutputs()?['body/DocuSignEnvelopeInformation/EnvelopeStatus/EnvelopeID']}'

     

    filter flow by docusign envelopeID.png

     

     

     

     

    Then I do a count in a compose to get how many records I got:

    length(outputs('Get_Request_by_DocuSignID')?['body/value'])
     
    Then a condition to say if the compose output of the count is greater than 0, then do your download docs and add attachment actions.  Hope it helps!


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