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Update an Adobe Sign agreement note

by recued-core v2 40 views

Use “Update an Adobe Sign agreement note” in Recued. It runs the Adobe Sign note workflow with approval before changes are made.

How it works 8 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (8 steps)
■ agreement_id trim
Trim whitespace from setting agreement id
■ note_text trim
Trim whitespace from setting note
■ reason trim
Trim whitespace from setting reason
◆ agreement recued-core.adobe-sign.agreement.read
Read agreement on adobe sign
◆ prior_note recued-core.adobe-sign.agreement.note.read
Read agreement note on adobe sign
■ has_note compare
Check if note text has data
◆ updated_note recued-core.adobe-sign.agreement.note.update
Update agreement note on adobe sign
skip: step.has_note not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
json prior_note.result
json updated_note.result
Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

note setting =
reason setting =
agreement id setting =

Uses (3 operations)

Pack operation Read agreement on adobe sign recued-core.adobe-sign.agreement.read
Pack operation Read agreement note on adobe sign recued-core.adobe-sign.agreement.note.read
Pack operation Update agreement note on adobe sign recued-core.adobe-sign.agreement.note.update

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Adobe-sign connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

adobe-sign adobe-signacrobat-signagreement-notefollow-upapprovalpack:adobe-sign

Details

8 steps 3 configurable settings recipe_id: update-agreement-note-adobe-sign