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integration of Appian workflow with DocuSign
rishub
over 7 years ago
Hi All,
We want to integrate Appian workflow with Docu Sign. Is there any plugin exists for that? Our Use case is that we want to email the document to client for sign & they can just sign digitally in email & it can send us signed document back to the workflow & workflow will continue after that.
OriginalPostID-243579
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Tyler Criste
Appian Employee
over 7 years ago
Could you paste your expression?
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rishub
over 7 years ago
Here is the exact structure that I used:
{
"status": "sent",
"emailSubject": "Request a signature via email example",
"documents": [{
"documentId": "1",
"name": "Test_sign_PDF_Template.pdf",
"documentBase64": "31754"
}],
"recipients": {
"signers": [{
"name": "ABC",
"email": "abc@gmail.com",
"recipientId": "1",
"tabs": {
"signHereTabs": [{
"xPosition": "25",
"yPosition": "50",
"documentId": "31754",
"pageNumber": "3"
}]
}
}]
}
}
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Tyler Criste
Appian Employee
over 7 years ago
Could you try using the a!toJson function instead? It would look like this:
a!toJson({status: "sent", emailSubject: "Request...", documents: {documentId: "1"}...})
Basically, try using toJson with an Appian dictionary. Also, I think you need #s around your docId for the documentBase64 parameter
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rishub
over 7 years ago
No, I got the same error with a!toJson as well. Also, my docId is 31754 but in the documents, i can see two fields one is docid & other documentBase64. What should be the value for each of them?
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Tyler Criste
Appian Employee
over 7 years ago
DocId is just a unique identifier for the envelope for DocuSign. It can just be 1, 2, ...
Could you paste the expression using toJson? Sounds like there might be a typo in there. I have used that function successfully to create an envelope in DocuSign.
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rishub
over 7 years ago
a!toJson(
{
"status": "sent",
"emailSubject": "Request a signature via email example",
"documents": [{
"documentId": "1",
"name": "Test_sign_PDF_Template.pdf",
"documentBase64": "31754"
}],
"recipients": {
"signers": [{
"name": "Rishu Bansal",
"email": "r.rishubansal@gmail.com",
"recipientId": "1",
"tabs": {
"signHereTabs": [{
"xPosition": "25",
"yPosition": "50",
"documentId": "31754",
"pageNumber": "3"
}]
}
}]
}
})
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Tyler Criste
Appian Employee
over 7 years ago
Could you please remove the quotes around the fields? Should be {status: "sent"...}
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rishub
over 7 years ago
Sure, Thanks Tyler. Doing that now
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rishub
over 7 years ago
Tyler, I tried the expression below but got error "There is a misplaced or extra operator in the expression":
a!toJson(
{
status: "sent",
emailSubject: "Request a signature via email example",
documents: [{
documentId: "1",
name: "Test_sign_PDF_Template.pdf",
documentBase64: "31754"
}],
recipients: {
signers: [{
name: "Rishu Bansal",
email: "r.rishubansal@gmail.com",
recipientId: "1",
tabs: {
signHereTabs: [{
xPosition: "25",
yPosition: "50",
documentId: "1",
pageNumber: "3"
}]
}
}]
}
})
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Tyler Criste
Appian Employee
over 7 years ago
You can remove the square brackets. In Appian dictionary syntax you use curly brackets to create a list.
So try replacing [] with {}
Also, I still think you need "#31754#" for the documentBase64
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