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Trigger Sharepoint List Field Update when DocuSign envelope status changes

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Posted on by ESS Microsoft Employee

I've to create a flow to update Sharepoint List Field value with DocuSign envelope status. How should i design the flow to retrieve the SharePoint list row value with dynamic list ID to update the SharePoint Status column with DocuSign envelope status.

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v-monli-msft on at

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Hi ESS,

This can be achieved. Please try to create a flow like below:

In Condition, please add the condition according to your requirement about the envelope status. And then you can fill in the SharePoint - Update item action with the dynamic content "Id" from the "SharePoint - Get item" action.

Let me know if this works for you.

Regards,

Mona

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ESS Microsoft Employee on at

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thanks Mona. I tested as you suggested and it worked :).

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anuxps2 4 on at

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I have a question...

Envelope ID would be a GUID like be8cf4bb-3d37-4473-8c1c-b25aefa9a3eb

ANd SHarePoint Item ID would be integer like 10, 12 etc

then how are you able to match the ID to update the status.

Please let me know how do I get envelope ID and update against the corressponding item in the list.

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zmansuri 6,048 Super User 2024 Season 1 on at

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I have exact same problem. One flow is sending DocuSign documents when SharePoint item is modified. Another flow's trigger is: When envelop status change. meaning when documents gets signed. Once it's triggered. I want to save that document to the same SharePoint list it was initiated. But, there is no way to fetch ID of that SharePoint item.

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mcmarmon 6 on at

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I am having the same issue as the two others who have encountered this issue.

Basically, I have a MS List as a tracker that I want to update the list item for specific users after they have signed a DocuSign packet.

Workflow:
When the envelope status changes to Completed, I want to look at all of the items with the same status value (e.g. Packet Sent) and then update the status of the line item to Completed and a status for the DocuSign column to Packet Signed

The Issue
When I run the flow, it hits the condition which compares the Envelope ID from the list (Which is captured from a different flow) and compares its to the Envelope ID from the When an envelope status changes step. The condition says its false even though those fields should match and the flow stops.

If I set it to not equal to in the condition, it works for single items but in the event of process one packet of many with the same status, it updates all of them, which is not what I want.

Are there any suggestions, I can provide more detail as needed.

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