Dataverse
Choices
- Practice Gateway Service Lines
Connection Roles
- Service Line - Data Approver
- Service Line - Data Provider
- Service Line - Basic User
- Service Line - Service Line Contact
- Service Line - Documents Only
- Service Line - Read Only
Environment Variables
Adobe Sign Url
URL for Adobe Sign
API - Document Approver Agreement from Document Approval
HTTP Trigger URL for flow: PDF Signing - Create Joint Agreement for Data Approvers
API - Individual Agreement from Document Approval
HTTP Trigger URL for flow: PDF Signing - Create Individual Agreement from Document Approval
API - Individual Agreements from List
HTTP Trigger URL for flow: PDF Signing - Create Individual Agreements from List
API - Joint Agreement from List
HTTP Trigger URL for flow: PDF Signing - Create Joint Agreement from List
Document Approval PDF Signing
Used to determine whether the PDF Signing actions are available on the Document Approval and List forms.
Plug-In Steps
DocumentApprovalDocumentSignersPostOperationCreate
When a Document Approval is created, the Plugin Triggers to ensure that all Document Approvers are loaded into the Document Approval - Document Signers table and associated with the Document Approval.
The plug-in step triggers on the following fields:
- Service Line
- Specific Approvers
The plugin will only trigger when Status Reason is Draft
DocumentApprovalDocumentSignersPostOperationUpdate
When a Document Approval is updated, the Plugin Triggers to ensure that all Document Approvers are loaded into the Document Approval - Document Signers table and associated with the Document Approval.
The plug-in step triggers on the following fields:
- Service Line
- Specific Approvers
The plugin will only trigger when Status Reason is Draft
Processes
Document Approval - Document Signers - Set Name
..
Tables
Document Approval
Relationships
| Table | Column | Relationship |
|---|---|---|
| Contact | Contact | Many-to-One |
| Contact | Document Signer | Many-to-One |
| Document Approval - Document Signers | - | One-to-Many |
Document Approval - Document Signers
Relationships
| Table | Column | Relationship |
|---|---|---|
| Contact | Contact | Many-to-One |
| Document Approval | Document Approval | Many-to-One |
Web Resources
DocumentApproval.js
Description for Web Resource
Web Resource: DocumentApproval.js
DocumentApproval-Commands.js
Description for Web Resource
Web Resource: DocumentApproval-Commands.js
Lists.js
Description for Web Resource
Web Resource: Lists.js
RequestSigning.js
Description for Web Resource
Web Resource: RequestSigning.js
RequestSigningFromDataApprovers.js
Description for Web Resource
Web Resource: RequestSigningFromDataApprovers.js
RequestSigningFromList_Individual.js
Description for Web Resource
Web Resource: RequestSigningFromList_Individual.js
RequestSigningFromList_Multiple.js
Description for Web Resource
Web Resource: RequestSigningFromList_Multiple.js
Util.js
Description for Web Resource
Web Resource: Util.js
Util-CommandBar.js
Description for Web Resource
Web Resource: Util-CommandBar.js