Drawloop - Adobe Sign / Nintex Sign - Pass a Record Id to an Adobe Agreement

Topic

Pass a Record Id to an Adobe Agreement - to write back data and attach a signed document to a custom object without an Adobe Template. 


This allows the Adobe Agreement to have the correct id for the Adobe Applications Mapping and Agreement Status.

Instructions

Please ensure the following configurations of Adobe have been completed and is connected to the custom object:
Adobe Sign for Salesforce Install Guide

Please ensure you have completed the DocGen Delivery Option:
Adobe Delivery Option

Passing the Id via an Insert Update:
In order to attach or map to a custom object, the record id must be passed to the created agreement during document generation. 
To do this, create an Insert-Update from the DocGen Package that passes the record id to the Agreement object (echosign_dev1__SIGN_Agreement__c)

See the configuration of Insert-Update below:

1. Object Name = Agreement
2. Field-Value Pairs = Custom Object Field on Agreement & Field Tag for Record Id
3. Select the Delivery methods to be triggered.

Insert-Update Edit_ New Insert-Update ~ Salesforce - Developer Edition-000154.png
 

 

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Revision #:
40 of 40
Last update:
‎02-23-2021 09:42 PM
Updated by:
 
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