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I recently started using the DocuSign CLM tool and created a document generation form, linking it to a workflow through Configurations. While setting up the workflow, I successfully connected the configuration, and the fields created in the form were populated as XML variables. However, when I added new fields to the form, they were not automatically reflected in the workflow. Is there a way to ensure that new fields added to the form are automatically updated in the workflow?
Solved
Adding new Params to existing Docusign CLM workflow.
+2- New Voice
- 5 replies
Best answer by Pawan Gangwani
Hello
Welcome to the DocuSign Community!
One thing you can do, open the executing workflow in “Activity” copy the params and paste in the Params of the workflow configuration via “Edit Schema”.
Thanks!
1 person likes this
+13- Rising Star
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- Answer
Hello
Welcome to the DocuSign Community!
One thing you can do, open the executing workflow in “Activity” copy the params and paste in the Params of the workflow configuration via “Edit Schema”.
Thanks!
+2- New Voice
- 5 replies
Hello
Thank you for the explanation, I am now able to see the updated Params in my existing workflow. Below are the steps I followed:
- Create new fields in the Document generation form.
- Execute the workflow again.
- Navigate to the Activity tab in the Workflows section in the DocuSign CLM.
- Click on the latest executed workflow.
- Click on the Params.
- A popup window will open.
- Copy the Params XML code and open the workflow that needs to be updated.
- Click on the Params in the Variables tab.
- Click on Edit Schema.
- Paste the XML code and Save it.
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