![]() ![]() ![]() When using text fields on a PDF template, if the label is "My Name", then the value to be inserted in the decision node should be lowercase and spaces replaced with underscores, such as "my_name". Its important to pay close attention to the label values in this decision node as it differs based on the type of template you are using. With this node, please make sure that the "default outcome" connects back to the loop node, otherwise you will experience flows which potentially don't complete. It is important that your field labels in GetAccept are lowercase and have no spaces (use underscores instead if needed). In this example flow, I have defined two outcomes looking for two fields which have been given the labels “my_name” and “my_address”. ![]() In this node you need to define one outcome for each custom field which you want to find in the signed document. Node 5 (Decision - check if field exists): This node you will need to edit to fit your needs. Nodes 1-4 (Start, Check if doc is signed, Parse fields, Loop): These nodes should not be touched, they are taking the incoming information regarding the signed document and extracting any custom fields which could have recipient filled data in them. This is a breakdown of the nodes that you see in the image above and details which node you will need to change and which you should leave be. Once you have duplicated the flow you can start editing it to your needs. In this particular flow, it takes two fields and saves them in an opportunity, but any requirement you have can only be met by duplicating the flow and editing accordingly. You can therefore enable flow GA0010 and have that data saved in the object of your choosing. Once a document has been signed, all information regarding this document is sent back to your Salesforce org, including any data the recipient may have filled into text fields (if they exist). This feature works with both scenarios:įorm fields inserted within an editor block As a result it is now possible for recipients to update their own records in Salesforce under your supervision. It is now possible to capture this recipient filled data, on signing, and process it back in Salesforce. The GetAccept platform offers the ability for a recipient of a document to fill in data in added text field boxes that you add to the template. Note: Salesforce Developer, Enterprise, Performance, and Unlimited editions is required to use the GetAccept integration.Īvailable in GetAccept version 2.39.0 and higher ![]()
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