Dynamic Workflow

Dynamic Workflow built on top of express using Adobe Sign API.

Overview

Dynamic workflows allow users to specify the next participants within an agreement.

This application is currently on version 1.1. There is a known issue that has been submitted to JIRA for participant groups. The feature is currently there, but the functionality has a bug. Once this issue is resolved, a patch will be issued out.

Features

Features	Description
Dynamic Routing	Allows user to provide the next participant associated with the workflow.
Hide All Workflow w/ Predefined Recipients	Allows the application to hide workflows with predefined recipients.
Hide Target Workflows w/ Predefined Recipients	Specify which workflows you want to only hide predefined recipients.
CSS Theme	Easily change the theme by adjusting CSS variables
Sender Input Fields	Allow workflow sender input fields to be replicated over into the form.
Upload Documents	Allow the sender to upload additional documents if enabled in workflow.
Recipient Groups	Allows you to have the ability to dynamically route to recipient groups. As of version 1.1, this feature is blocked please see disclaimer.

Deployment Instructions

This is a server-side version of the Dynamic Workflow application. You must host and deploy this application for it to work. There are many methods of deploying an application. In this example, I will be deploying it to Digital Ocean. Feel free to choose whichever platform/services and use this documentation as a guideline.

Digital Ocean

Click create and select droplet
Choose an image. We will be going with Ubuntu 18.04.3 LTS x64
Choose a plan that best fits your business needs. For demo purposes, I will be choosing a Standard plan at $5/mo
Select your preferred datacenter region
Select any additional options
Choose an SSH for the authentication method
Create an SSH key for your droplet
Choose a hostname
Click create droplet
SSH into your server

Node.js

# Refresh your local package index with the following command
sudo apt update

# Install Node.js from repositories
sudo apt install nodejs

# Install node packaging manager
sudo apt install npm

Importing Source File

There are two options to import your source file. Git or FTP.

Git: In the appropriate dir, execute git clone {url_to_repo}
FTP: You can use whichever tool you prefer tool, like Cyberduck.

Install Dependencies

You will need to install all dependencies associated with this application

cd dynamic-workflow
npm install

Dev Server w/ nodemon

Use nodemon as a dev node on production. We will use pm2 as our process manager

npm install -g nodemon
npm start dev # Use only for development

Default port 80

To run application on default port 80 install lib2cap-bin

sudo apt-get install lib2cap-bin
sudo setcap cap/net/bind/service=+ep `readlink -f \`which node\``

Prod Node w/ pm2

pm2 is a tool for running production node servers. Install pm2 to and run application in the background

sudo npm install pm2@latest -g

# Run production server
pm2 start ~/dynamic-workflow/server.js

# Run server on system reboot
pm2 startup systemd

Configuration

There is a sample configuration file, config/config.sample.yaml, that needs to be copied to config/config.yaml and modified for your environment.

There are three main components within the configuration file.

Server

host: The host address to your Sign Console.
endpoint: This is the API endpoint

Enterprise

integration: This is your integration key for Adobe Sign. Please see the integration key section.

Features

hide_predefined: This turns on the feature to hide predefined recipients in your workflow.
- yes: Turn on
- no: Turn off
hide_workflow_list: A list to target specific workflows to hide predefined recipients.

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