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On Engagement Letter Document Approval Signed Populate Contact Engagement Letter Held

Flow Overview​

  • Name: On Engagement Letter Document Approval Signed Populate Contact Engagement Letter Held
  • Purpose: Automatically updates the associated Contact record’s “Engagement Letter Held” field when a Document Approval is marked as Approved and flagged as a Letter of Engagement.
  • Date Created / Last Modified: [Insert date here]

Dependencies​

  • Dataverse
    • Document Approvals
    • Contacts

Trigger​

  • Trigger Type: Automated
  • Table Name: Document Approvals
  • Change Type: Added or Modified
  • Scope: Organization

Filter Conditions:

statuscode eq 206340000 and tt_letterofengagementsent eq true

This means the flow triggers only when:

  • The statuscode of a Document Approval equals 206340000 (which corresponds to Approved)
  • AND the Letter of Engagement Sent flag is true

Document Approval Status Code Options​

LabelValue
Approved206340000
Rejected206340001
Draft206340002
For information206340003
Signature Required206340004
Awaiting Approval1

Only records with statuscode = 206340000 (Approved) and tt_letterofengagementsent = true are processed.

Flow Action​

Set Contact Letter of Engagement to Held​

Action Type: Update a Row
Table Name: Contacts
Row ID: Contact (Value) – Retrieved from the associated Document Approval

This step updates the Contact record with the appropriate fields. The key update (not shown in the label fields) is:

Field: Letter of Engagement Held
Value: true

Note: Other fields such as address, name, or company are also visible but are not necessarily updated unless values are explicitly passed in this step.

Summary​

This flow ensures that once a Letter of Engagement is officially Approved, the corresponding Contact record is updated to reflect that the Engagement Letter is now held.

  • Triggered automatically on Document Approval updates
  • Filters for status = Approved and Letter of Engagement Sent = true
  • Updates the Contact record with confirmation that the Letter of Engagement has been held
  • Ensures data consistency between engagement approvals and contact records