esig webform to kick off workflow in CLM

Forum|Forum|1 year ago
August 12, 2025
13 replies
351 views

Has anyone used a webform to kick off a CLM workflow? If so how.

Best answer by Pawan Gangwani

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!

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mshealy

Author

Established Contributor

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.

Denise

Pawan Gangwani

Hero

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

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mshealy

Author

Established Contributor

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.

Denise

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