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Document Unit Coordinators (DUCs) with group administrator privileges can configure PowerForms via Workflow Designer in Adobe Sign.
What do I need to know about the Adobe Sign Workflow Designer? (Sections/Settings/Functions)
The sub-topics below are divided into sections matching those of the Workflow Designer. Make sure to review each section for additional considerations required to ensure your workflow settings can be correctly interpreted by the PowerForm.
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Workflow
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Workflow Info
Workflow Name | Displays at the top of the PowerForm in the banner |
Instructions for the Sender | Displays at the top of the PowerForm after the workflow name. As of 6/15/2022, html tags can no longer be used to customize instructions for PowerForms. |
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Setting | Value |
|---|---|
Field Title | "WFSetting_Reminder" |
Document Field Name | "WFSetting_Reminder" |
Default Value |
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Required | Unchecked |
Editable |
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Testing Your Workflow in Adobe Sign and Testing
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PowerForm
Once the workflow is built in Adobe Sign and activated it will be available for use within Adobe Sign.
| Note |
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Before publishing, it should be tested to ensure the, Workflow Info, Agreement Info, Recipients, Documents, and Sender Input Fields sections have all been correctly configured. |
Upon successful testing of the workflow within Adobe Sign, follow the following steps listed here to test the PowerForm.
Go to https://adobesign.calpoly.edu/PowerForm/api/workflows.json
Find the activated workflow by name and copy the workflowID without the quotes
Open a new window or tab in your web browser and enter the following URL: https://adobesign.calpoly.edu/PowerForm/
Paste the workflow ID from step 2 to the end of the URL from step 3 to create your PowerForm URL.
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