Resending an Agreement with updated Values
This article explains how to reset the HelloSign fields on a record so that the PDF may be resent for signature. This can be useful for situations where values in the sent agreement are wrong, including when mistakes with the sender address is made.
To reset/cancel and then resend an agreement, we need to do a couple of things based on the state of the record. If the agreement has already been sent to HelloSign, you'll need to cancel the agreement, make changes, and then resend it.
Checking an Agreement Status
In the database for the form with HelloSign Integration, look for the HelloSign Agreement fields, as shown below. These fields indicate the status of the agreement with HelloSign. Note that these fields can not be directly edited.
Cancel Agreement, Make Changes and Resend for Signature
Logiforms provides a trigger action type "System Process" that includes the option to Cancel a pending agreement.
Call this trigger to cancel a pending agreement and reset the Agreement fields in the database.
Next, create a 3rd Party Process Trigger Action and select your ESIGN profile to trigger the resend.
These two triggers used in conjunction with each other can cancel, clear the esign fields, and resend your agreement. You may want to use an Update Data Trigger Action in-between the two actions described above to update some fields of data, or manually update the record with the new values before you run the triggers.
How do I run these triggers?
Triggers can be configured to run when a record is inserted, updated or called directly from a workflow.
For this scenario, we recommend you create a workflow data page with the records from your database. Use a Row Action widget so you can edit each row, and add a trigger option that provides a single button click option to Cancel and Resend by executing the two trigger actions directly.
The alternative, to run the triggers, without a workflow, is to add a checkbox field to your form named "Cancel and Resend". Then set your triggers initial and change state rules to watch for that checkbox value to change from "No" to "Yes" and use that as the "trigger" to run the actions. This will allow you to update the record in the Record Details View, check the "Cancel and Resend" checkbox, and have your triggers run on that action.