CLM in Flow

Business Background

Pre-populate the CLM wizard and launch it from a Salesforce flow.

Titan Solution

  • Use Titan Flow to auto-populate all collaborators and signers from a Salesforce flow.
  • For the contract, the flow uses a file that exists in Salesforce in a .docx format.
  • Once the flow is triggered, a wizard screen will be displayed on Salesforce, and the user can launch the pre-defined CLM process.

How to Video

Video Coming Soon!

How to Guide

Note:

Use a single .DOCX file.

The Titan Flow will work with files that exist in Salesforce.

  1. Choose Screen Flow.
  2. Variables:
    • recordid (Text)
    • fileids (Text, collection) – Will store the id of ContentVersion / attachment, which can be a single DOCX FILE.
    • collaborators (Apex-Defined, collection, Class: Form_Builder__TitanSignWizardCollaboratorStructure)
    • Collaborator (Apex-Defined, Class: Form_Builder__TitanSignWizardCollaboratorStructure)
    • Signers (Apex-Defined, collection, Class: Form_Builder__TitanSignWizardUserStructure)
    • Signer (Apex-Defined, Class: Form_Builder__TitanSignWizardUserStructure)
  1. Define the collaborators and signers in Apex Defined variables:
VariableOptional ValueRemarks
collaborator > CollaboratorTypeEditor, Owner, CommentsIf an owner is not defined, it will be set automatically as the user who runs the flow.
collaborator > EmailMandatory
collaborator > FirstName
collaborator > LastName
signer > EmailMandatory
signer > FirstName
signer > LastName
  1. Action: TITAN Sign Wizard
    • Wizard Type: CLM
    • Enable: collaborators, files or attachment ids, Record Id, signers

Hidden Title

Need more help?

Titan logo
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.