If you need all signers from a SIGN Request in a flow, you can use the Flow Action “Retrieve Signers”.
Configuration is as below:
- Label/API Name: Fill in as you want
- SIGN Request Id: the Id of the SIGN Request. In the example below it is hardcoded but this would be from a variable or from a Get-Records step in the Flow.
- Output: Assign it to an Apex-Defined variable. See below on how to create that variable.
Apex-Defined variable:
- API Name: Choose yourself
- Data Type: Apex-Defined
- Allow multiple values (collection): Check the box!
- Apex Class: cadmus_sign2__RetrieveSignersResponse
Usage:
- In a screen flow (see below)
- This flow will show each Signer:
- In a Run-Flow AFTER Actionable on the SIGN Request Template: SIGN BUTLER V2 – After Signing Actionables – PDF Butler
- …
Remarks:
- If there was a Re-assign done, then the Signer will not have an Id set. So the Id will be empty. If you want to update eg Contact data, if there is no Id, then you will have to check if the Contact already exists and insert it in the Flow (this is not done automatically for obvious reasons (validation rules, duplicate checks, custom business processes, …).
