SIGN Butler V2 – Group Signing

If a single person from a group needs to sign, you can configure Group Signing to collect the signature of 1 person in a group.

Demo of Group Signing setup and functionality

In the demo, we have worked with the Opportunity Contact Roles but you can use any List DataSource you want to retrieve the Users or Contact that have to sign in Group.

SOQL from DataSource:

1. Select primary contact: SELECT Id, FirstName, LastName, Email FROM Contact WHERE Id IN (SELECT ContactId FROM OpportunityContactRole WHERE OpportunityId = :recordId AND IsPrimary = true)
2. Select signers: SELECT Id, FirstName, LastName, Email FROM Contact WHERE Id IN (SELECT ContactId FROM OpportunityContactRole WHERE OpportunityId = :recordId AND Role = ‘Signer’)