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Check Status of Adobe Agreement

Flow Overview​

  • Name: Check Status of Adobe Agreement
  • Purpose: Check the status of all outstanding agreements within Adobe Sign
  • Date Created / Last Modified: Useful for tracking changes.

Dependencies​

  • Dataverse
    • Document Approval
    • Contact
  • Adobe Sign

Trigger​

  • Type: Schedule
    • Frequency : 15 Minute Interval
  • Parameters: N/A

List Document Approvals with Mixed Approval Statuses​

  • Connector: Dataverse
  • Action Type: List Rows
    • Table Name: Document Approvals
    • Fetxh XML Query:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="tt_documentapproval">
    <attribute name="tt_name" />
    <attribute name="statuscode" />
    <attribute name="tt_documentapprovalid" />
    <attribute name="tt_agreementitems" />
    <attribute name="tt_agreementids" />
    <order attribute="tt_name" descending="false" />
    <filter type="and">
      <condition attribute="tt_agreementitems" operator="like" value="%&quot;Status&quot;:&quot;Pending Signing&quot;%" />
      <condition attribute="tt_agreementitems" operator="like" value="%&quot;Status&quot;:&quot;Signed&quot;%" />
      <condition attribute="modifiedon" operator="last-x-hours" value="1" />
    </filter>
  </entity>
</fetch>

Initialize AgreementItems​

  • Action Type: Initialise Variable
    • Name: AgreementItems
    • Type: Array
    • Value: []

Initialize AllFilesSigned​

  • Action Type: Initialise Variable
    • Name: AllFilesSigned
    • Type: Boolean
    • Value: @{true}

Initialize StatusReason​

  • Action Type: Initialise Variable
    • Name: StatusReason
    • Type: Integer
    • Value:

Initialize Status​

  • Action Type: Initialise Variable
    • Name: Status
    • Type: Integer
    • Value:

Apply to each Document Approval​

  • Action Type: Apply to Each
    • Value: @{outputs('List_Document_Approvals_with_Mixed_Approval_Statuses')?['body/value']}

Clear AgreementItems​

  • Action Type: Set Variable
    • Name: AgreementItems
    • Value: []

Set AllFilesSigned to True​

  • Action Type: Set Variable
    • Name: AllFilesSigned
    • Value: @{true}

Get a Document Approval by ID​

  • Connector: Dataverse
  • Action Type: Get a Row by ID
    • Table Name: Document Approvals
    • Row ID: @{items('Apply_to_each_Document_Approval')?['tt_documentapprovalid']}

Parse JSON of Agreement Items​

  • Action Type: Parse JSON
    • Content: @{outputs('Get_a_Document_Approval_by_ID')?['body/tt_agreementitems']}
    • Schema:
{
    "type": "array",
    "items": {
        "type": "object",
        "properties": {
            "DocumentName": {
                "type": "string"
            },
            "DocumentURL": {
                "type": "string"
            },
            "Status": {
                "type": "string"
            },
            "AgreementID": {
                "type": "string"
            }
        },
        "required": [
            "DocumentName",
            "DocumentURL",
            "Status",
            "AgreementID"
        ]
    }
}

Apply to each AgreementID​

  • Action Type: Apply to Each
    • Value: @{body('Parse_JSON_of_Agreement_Items')}

Get the status of an agreement​

  • Connector: Adobe Sign
  • Action Type: Get the status of an agreement
    • Agreement ID: @{items('Apply_to_each_AgreementID')['AgreementID']}

If PDF Is Signed​

  • Action Type: Condition
    • Condition Type: AND
      • Condition: @{outputs('Get_the_status_of_an_agreement')?['body/status']} is equal to SIGNED

Compose Signed Item​

  • Action Type: Compose
  • Inputs:
{
    "DocumentName": "@{items('Apply_to_each_AgreementID')['DocumentName']}",
    "DocumentURL": "@{items('Apply_to_each_AgreementID')['DocumentURL']}",
    "Status": "Signed",
    "AgreementID": "@{items('Apply_to_each_AgreementID')['AgreementID']}"
}

Append Signed Item to AgreementItems​

  • Action Type: Append to array variable
  • Name: AgreementItems
  • Value: @{outputs('Compose_Signed_Item')}

Compose AgreementItems String​

  • Action Type: Compose
    • Inputs: @{string(variables('AgreementItems'))}