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Add Groups to Workflow

Business applications can use this service API to add groups as a recipient to a workflow.  A SigningHub group means any member of the group can perform the action, i.e. sign, on behalf of all members of the group.

Note the group will be added as the last user/group in the workflow.  Hence further work may be required to remove a current user/group, already present in the workflow. While XML type document preparation, only supported role types are "SIGNER", "REVIEWER" and "CARBON_COPY"

https://api.signinghub.com/v3/packages/{package_id}/workflow/groups

HTTP Verb

POST

Content-Type

application/json

Accept

application/json

Authorization

Bearer {access_token}

Request Body

[
   {
      "group_name": "HR",
      "role": "SIGNER",
      "email_notification": true,
        "signing_order": 2
   }
]

Status Code

Message

Response Body

200

OK

 

400  Bad Request
{
  "Message": "Recipient role is not supported for an XML type document"
}

401

Unauthorized

{
  "Message": "Request authorization denied"
}
{
  "Message": "User authentication required"
}

403

Forbidden

{
  "Message": "Document does not belong to user"
}
{
 "Message": "Document is no longer in draft state"
}
{
  "Message": "You are not allowed to perform this action on locked workflow"
}
{
   "Message": "Account is disabled"
}
{
  "Message": "You are not allowed to perform the requested operation"
}

404

Not Found

{
  "Message": "Document not found"
}
{
   "Message": "Group or contact not found"
}

500

Internal Server Error

{
  "Message": "An internal server error occurred while processing the request"
}

The detail of each item provided in the request and response is provided below:

 Item Details
 Names
 Description
 Request Parameters
 access_token The access token obtained as a result of successful authentication. If "scope" parameter was used in authentication request, then this service requires the access token to be obtained using the credentials of an Enterprise admin whose enterprise role has the application integration privileges.

 package_id  ID of the package for which the group is to be added.

 order 
The order of workflow at which the group is to be added.

 group_name 
The name of the new group to be added in workflow.

 role (optional) Role of the group as a recipient in the workflow. Possible value are "SIGNER", "REVIEWER", "EDITOR","CARBON_COPY" and "INPERSON_HOST". However, while XML type document preparation, only supported role types are "SIGNER", "REVIEWER" and "CARBON_COPY"

 email_notification (optional)
Setting its value to "true" sends an email notification to the user when its turn arrives in workflow. Setting its value to "false" does not send the email notification to the user on its turn. If no value is provided, default value of "true" will be set. 

 signing_order (optional)  Order in which the workflow will be signed by the recipients. This signing order is important when workflow type is set to "CUSTOM".

 Response Parameters
 Message The service specific error message returned by the API. This message provides useful information about why the service has returned an error response.




See also
Get Workflow Details
Update Workflow Details
Get Workflow History
Get Workflow History Details
Get Certificate Saved In Workflow History
Get Process Evidence Report
Update Post Processing
Add Users to Workflow
Update Workflow User
Update Workflow Group
Add Placeholder to Workflow
Update Placeholder
Get Workflow Users
Update Workflow Users Order
Get Workflow User Permissions
Update Workflow User Permissions
Get Workflow User Authentication (Document Opening)
Update Workflow User Authentication (Document Opening)
Delete Workflow User
Open Document via OTP (Generate)
Open Document via Password
Get Workflow Reminders
Update Workflow Reminders
Complete Workflow in the Middle (Terminate Workflow)