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Power Automate: Get template info from a completed document

Forum|Forum|1 year ago
October 23, 2024
4 replies
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Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

Microsoft

Best answer by nathaly.monge

Hello @Lasko ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately, it is by design, however, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @seanburkard ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately, we don't have a built in method to accomplish this. You would likely have to use our open API to get the envelope information which should have the template used in the json response.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @seanburkard ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

L

Lasko

New Voice

Is this by design? I can’t comprehend why the template ID or template name of an envelope would be not be retrievable in any way from the Power Automate connector.

N

nathaly.monge

Answer

Docusign Employee

Hello @Lasko ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately, it is by design, however, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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