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Session Id : LKC+vCt2uNBBZ31odJ1Vfu
Power Automate - Building Flows
Answered

DocuSign autofill

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Posted on 9 Mar 2020 16:04:45 by

Hi! 

I'm looking for solution which allows me to populate DocuSign template from form filled before.

The system should be like this:

Person open 1st time or again form and update it - trigger

That creates document with personal data from the form.

It's possible?

  • Verified answer
    yashag2255 Profile Picture
    24,442 Super User 2024 Season 1 on 10 Mar 2020 at 04:55:19
    Re: DocuSign autofill

    Hi @Anonymous 

     

    Yes. That can be done. You can use the when an item is created or modified trigger for the flow then. Everytime somebody creates an item in SharePoint list or updates a previous one, the flow gets triggered and then you can populate the template and continue with further actions in the flow. 

     

    Hope this Helps!

     

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • Community Power Platform Member Profile Picture
    on 09 Mar 2020 at 22:34:17
    Re: DocuSign autofill

    SharePoint list can be done like editable form? It have to populate from database maybe based on email matching or whatever and it have to be editable.

  • yashag2255 Profile Picture
    24,442 Super User 2024 Season 1 on 09 Mar 2020 at 16:55:21
    Re: DocuSign autofill

    Hi @Anonymous 

     

    yes that is doable. However, it will work with MS forms only for new submissions. As a form once submitted cannot be edited so the details cannot be updated. 

     

    You need to add the appropriate fields to docu sign template and then use the trigger when a response is submitted and then get the response details, populate the docusign template and perform the consecutive actions. 

     

    Hope this Helps!

     

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • Community Power Platform Member Profile Picture
    on 09 Mar 2020 at 16:20:30
    Re: DocuSign autofill

    ms forms i think its better

  • ChristianAbata Profile Picture
    8,947 Most Valuable Professional on 09 Mar 2020 at 16:10:42
    Re: DocuSign autofill

    hi @Anonymous  the form is Microsoft Forms or sharepoint list?

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