Scenario¶
Scenario functionality allows to create chains of the envelopes and transmit data from one envelope to antoher if needed. To manage scenario you have to follow scenario page which you can find at the left side menu with respective icon and tooltip or follow the directly. You can create, edit, clone and delete scenarios. Also you can add, edit, delete steps where specify source template, destination template, xslt conversion rule, condition rule for scenario. To create scenario you have to open scenario page and click the “New scenario” button.
Scenario list and scenario concept¶
Navigate to https://platform_address_here/scenario
Create new scenario button
Field to filter scenario list
Scenario list item (Run scenario when click)
Scenario item actions menu
Scenario access level menu
How to manage scenario you can find follow the link. How to run scenario you can find follow the link.
Content list
- How to manage scenarios
- How to create a scenario
- How to configure a scenario step
- How to edit scenario?
- How to edit a scenario step
- How to clone a scenario
- How to delete a scenario
- What is option send envelope immediately after step run
- What is condition and how to use it
- Simple condition
- One to Many condition
- Attachment re-use
- Run scenario from integration
- How to run scenario