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Legacy User
July 15, 2019
Solved

How do you update a variable at the end of the workflow.

  • July 15, 2019
  • 21 replies
  • 232 views

I am trying to update a variable at the end of a workflow.

Scenario: At the end of the workflow I want the contract number to be updated based on the manually updated attribute... Ex: Once the document gets sent to operations for processing I want the operations person to manually update the attributes.. From there I would like for the workflow to then update the variable and then update the corresponding Salesforce field. Currently I have a find document step, and I am confused.. do I just need to redefine the document variable? Meaning the document is deal_summary_doc and the existing variable I am updating is deal_Summary _doc? If so, how would I let the workflow know to grab the updated attribute and assign it to the correct variable and how would I define the document params with that new variable? Currently I have the update variable first then the find document next.

Best answer by Community Expert

Yay 🙌 😎

21 replies

Legacy User
July 15, 2019

I had it set to Params before but it wasnt working.. I re read our messages and I am not sure what you mean by edit the schema the way you have described above? Which thread are you referring too?

Sorry newbie here. I appreciate your help!

Legacy User
July 15, 2019

My apologies.. I missed this part of the conversation..

"Have you updated the schema for your document variable? Open the variable, go to Edit Schema, Import from Spring then point it an example document."

Let me try this out.

Legacy User
July 15, 2019

What do you mean when you say example document?

Legacy User
July 15, 2019

attribute 12

Legacy User
July 15, 2019

It worked!! I set the document to a previous test document.

Any suggestions on how I should go about this in the future? Storage of the example document I am using? etc.

Thank you so much again!

Legacy User
July 15, 2019

That's great, good news! You don't need to be concerned about storing your example document. You only need it once when setting the document schema. But I'm still concerned that in your first Set Workflow Document step, you aren't setting the Document to "Params". What is initiating your workflow, a DocLauncher?

Legacy User
July 15, 2019

Yes its a Doc Launcher template.

Legacy User
July 15, 2019

Yeah, then you should definitely be setting the Document to "Params". It's strange that it works at all the way you have it but it may cause problems down the line.

Legacy User
July 15, 2019

I added the params and its working. :)

Docusign Employee
July 16, 2019

Yay 🙌 😎