Multiple documents combine into one document using CLM workflow.

Question

I am using Salesforce to access the DocuSign folder and documents. From the DocuSign file component, I have this.

From here I select 2 documents, and there is also an action button on the right side that will trigger a workflow.

The workflow needs to combine these 2 selected documents and then create a new document. I did create a document workflow. When I run this workflow, in the XML I found that it has 2 documents in the Params variable. When I imported that XML, I found that the XML contained only one document.

Please help me out to achieve this requirement.

mrave · Accepted Answer

​@Monir.ZamanAs resolved via private message, sharing it here for the community as well.The issue was that the iterator was pointing at the wrong node. When changed from Documents to Document, it works.

mrave · Answer

​@Monir.ZamanThe XML schema is correct and won’t show duplicate nodes with the same name. When executing the actual payload should have two entries for <Document> as you stated correctly.You need to set up an iterator variable to loop through the XML schema and extract the document ids. This is probably the missing step you are missing before being able to use the merge step in the workflow to create a combined document.

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