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Power Automate - Using Flows
Answered

Trigger Sharepoint List Field Update when DocuSign envelope status changes

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Posted on by 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.

 

 

DocuSign.png

SharePoint View

 

SharePoint.png

  • mcmarmon Profile Picture
    6 on at
    Re: Trigger Sharepoint List Field Update when DocuSign envelope status changes

    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.

  • zmansuri Profile Picture
    6,048 Super User 2024 Season 1 on at
    Re: Trigger Sharepoint List Field Update when DocuSign envelope status changes

    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.

  • anuxps2 Profile Picture
    4 on at
    Re: Trigger Sharepoint List Field Update when DocuSign envelope status changes

    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.

  • ESS Profile Picture
    Microsoft Employee on at
    Re: Trigger Sharepoint List Field Update when DocuSign envelope status changes

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

  • Verified answer
    v-monli-msft Profile Picture
    on at
    Re: Trigger Sharepoint List Field Update when DocuSign envelope status changes

    Hi ESS,

     

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

     

    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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