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Navigating XML to Configure CLM Workflow Steps
Do you wonder what the logic is for navigating XML nodes to populate your organisation’s CLM workflow?
Do you wish you could master this concept and configure like a Pro?
Take a look at this Trainer Tip video with Product Trainer Derval Lynes.
Key Takeaways:
- The data from all fields in your Document Generation Form translates into XML data.
- "Template Field Data," a sub-node under Params, holds all customer and contract data from your Doc Gen Form.
- Think of being a free-diver using rope knots or NODES for navigation when diving: to descend and ascend via the nodes.
In our case, we navigate the XML nodes to configure our CLM Workflow steps. - For every processed customer contract, CLM needs the exact XML path to the relevant node or data point, located under the Template Field Data Parent Node.
- To select the correct node/data value, remember that when you see an icon in XML, this is your invitation to Click, get a Green Tick, then Apply. #Configured!
What are your thoughts? Do post a comment or question below. Thank you!
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Additional Links
How to Use a Document Generation Template to Start a CLM Workflow
Types of Workflow Steps in Docusign CLM
Docusign CLM Workflows Overview
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