hello ​@mshealy 

Welcome to the DocuSign Community!

To kick off a CLM workflow from a webform, you'll need to complete two configurations to establish the connection between eSignature and CLM:

1. Set Up Agreement Action

First, configure an Agreement Action to create a connection between your DocuSign eSignature account and your CLM environment. This enables documents signed via eSignature to be archived into CLM.

2. Create an Agreement Action Rule

Next, create a Rule under Agreement Actions that defines when the workflow should be triggered.

• The rule should be condition-based (e.g., based on a specific template or field value).

• The rule must include the following actions:

  • Archive to DocuSign CLM

  • Kick off CLM Workflow

This ensures that once the document is signed through the webform, it is archived in CLM and the specified workflow is automatically initiated

More info: Start Workflow Agreement Action in Docusign CLM

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Do you have an example that you could share? wf

Hello,

I am happy to share an example. What specifically are you looking for?

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

The workflow that the agreement action calls.  What steps in the wf that come from a webform along with an attachment.

Once the Agreement Action rule kicks off the workflow, all the data submitted via the web form, including attachments, comes into the workflow as XML under the "items" node. To process this data within DocuSign CLM, you need to convert this XML into the CLM-specific XML format, typically structured with a <Root> and <TemplateFieldData> tags. This transformation usually requires custom C# code to parse and map the data correctly. The step will be as you configure the workflow according to your requirement.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn
 

can you send an example of this ​@Pawan Gangwani .  i don’t see items in my wf.

​@mshealy Like I have configured my workflow according to my requirement.  Hope it helps.
 

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

​@mshealy Like I have configured my workflow according to my requirement.  Hope it helps.
 

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

thank you i will look at this.

​@mshealy Like I have configured my workflow according to my requirement.  Hope it helps.
 

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

what is in your decision 1?

Hello ​@mshealy If you're referring to the first decision step, labeled "Decision 2," it contains a condition that determines whether the workflow is being triggered from the CLM intake form or the e-signature web form. As you can see, I am designing the workflow to handle both forms within a single process.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

I am hitting a brick wall.  Can you point me to some documentation, as I can’t seem to find anything that will show me how to take the data in the params field and convert/move it to an XML variable that the agreement workflow can use?

Thanks for any help.

Hello ​@mshealy 

I'm not sure about the exact documentation you are looking for, and unfortunately, this isn't something that's easily explained in a quick message. What I can do is share the JSON of my workflow, where you can see exactly how I handled converting the params field into an XML variable for use in the agreement workflow. Let me know if you'd like me to send that over.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

yes, please.