Search for a workflow by name, or choose one of the workflow themes and Select the pre-made template to be edited.
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12 ส.ค. 2024
หมายเหตุ:
All flows must contain at least one Acrobat Sign connector before they can be saved.
There are two entry paths to create a new workflow:
- Select the Workflows tab in the top navigation bar and then select the Create Workflow button on the Your Workflows page.
- Select the Create a reusable workflow tile on the Home page and then select Continue in the Workflow Automation text box.
Both paths open the list of premade templates. There are two options available to start a new workflow:
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The template opens with an editable field for the template name and the required application connectors listed.
- Provide a unique name for the flow.
- Establish a valid connection to each of the applications.
Click Next to set up the required elements of the connectors.
Establishing a valid application connection
When building flows in the Acrobat Sign system, the Acrobat Sign connector should be valid (given you are authenticated to the system already), and any other applications may show a link to Fix connection.
Clicking the Fix connection link triggers an authentication process with the appropriate application.
- Enter your user name and password for the chosen application and complete the authentication process.
- After authentication, you will be required to allow the application to share information with the Microsoft Power Automate application.
Once permissions are allowed, the Fix connection link should convert to a green check indicating the connection is valid and working. The email address of the authenticated userID is displayed to the left of the green check
All connectors must have valid connections for the flow to execute.
Keep in mind that a flow must have at least one Acrobat Sign connector.
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Depending on the connectors used and the actions that are being taken, the interface will prompt you to provide information.
For example, if saving files to your OneDrive application, you must provide a path to the folder where the agreement PDFs should be delivered. A navigation UI is provided.
The values are stored in the flow configuration as you define the required elements.
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A menu of connectors and triggers is presented.
Enter Adobe (or any other supported application) into the search field to find the Acrobat Sign-related triggers and actions.
หมายเหตุ:All flows created in the Acrobat Sign integration must contain at least one Acrobat Sign connector.
For the example of saving signed agreements to a OneDrive account, select the When an agreement workflow is completed successfully trigger:
The page refreshes to show the trigger as the first element in the context of the process flow.
In the below example, the trigger does not require any additional configuration, but that may not always be the case.
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Once selected, the OneDrive element displays the required field values the user must provide.
In this case, the Source URL for the signed PDF, and the destination file path for where the PDF should be delivered.
Clicking into any field will provide a number of predefined options that align with the common objects that a service provides.
Select the object that best suits your purpose.
Configure all required fields.
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Add as many steps as needed to achieve your goals with the workflow, configuring the required fields as needed.
- Once done, select Save.
- If there are any errors or omissions to the configured fields, you will be prompted to address them.
After a short processing time, the workflow control page loads. The control page provides the controls to edit, share, disable, and delete the workflow.
The workflow is created in an Active status and is listed on your workflow management page.
