How to change the ownership of the document to an admin, irrespective of who sent the document?
Scenario: I have set up a workflow/automation in CRM to send documents to Zoho Sign. When the document is sent, the user who triggers the workflow will eventually be the owner of the document. I want to change the owner of the document to an admin, irrespective of who sent the document. How can I achieve this?
When a document is sent for signing using a workflow/Automation, the owner of the document is one who triggered it. So this code will help you to change ownership of document once it is sent out.
- You can view the set up function by clicking here.
- For OAuth Connection Setup, navigate to Setup -> Developer Space -> Connections -> Add a new Connection. Select Zoho OAuth, then name the connection.
In the available scopes, select the four Zoho Sign scopes (Zoho Sign.account.ALL, Zoho Sign.documents.ALL, Zoho Sign.setup.READ, Zoho Sign.templates.ALL) and create the connection. - Paste the following code in the function:
- requestMap = invokeurl
- [
- url: "https://sign.zoho.com/api/v1/requests/"+requestId
- type: GET
- connection: "<Use Connection Name Here>"
- ];
- if(requestMap.containKey("requests"))
- {
- requestStr = requestMap.get("requests");
- requestObj = requestStr.toMap();");
- requestId = requestObj.get("request_id");
- adminemail = "admin@example.com";//use admin email here
- data = Map();
- data.put("email_id",adminemail);
- // Change Ownership api call
- resp = invokeurl
- [
- url: "https://sign.zoho.com/api/v1/requests/"+requestId+"/changeownership"
- type: PUT
- parameters: data
- connection: "<Use Connection Name Here>"
- ];
- }
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Document and Template sharing
Sharing documents Available only in the Enterprise Edition This enhancement allows admins to share the documents of one or more users with other users across their Zoho Sign organization. This can come in handy for users working in the same team such ...Document ID
You can choose to include a unique Document ID in your documents that were sent out for signatures, if required. How to insert Document ID in documents Click Settings in the left navigation panel. Choose Account settings. Choose Sending options from ...Document completion
Once the document signature process has been completed, the sender can control who will receive email notifications with a signed copy and certificate of completion. How to control who receives email notifications upon document completion Click ...How to add attachments alone to the contact from which the document was sent?
Scenario: I send the documents to Zoho Sign using the 'Send with Zoho Sign' button on the Contacts view page. Once the document is sent for signing, the document details and the attachments are added to the 'Zoho Sign Documents' module. I want the ...Trusted Document Timestamping
Available only in the paid plans Timestamping a document proves that the contents of the document existed in that form on that particular date and time so that no one can backdate the timestamp entries. It also marks the signature with date and time ...
New to Zoho LandingPage?
Zoho LandingPage Resources