I'm trying to compare 2 lists using flow. I'm not an apex developer and would prefer to do this entirely with clicks. I've tried to do this using 2 fast lookups and then nesting one loop inside the other. The first lookup grabs a set selection of contacts and places into an sobject collection. The second grabs a set of account records and places into a separate sobject. I then start a loop through the contacts and a loop through the accounts. If the accountid=account.id I check a condition. If that condition is true I go to the next contact. If false, it adds the record to new collection variable. If the accountid<>account.id, I loop to the next account.
For me, I call that a "nested loop".
What I'm finding is the inside loop (the one through the accounts) isn't restarting when I go back to next contact. I've turned on debug and I see the iteration of the account loop doesn't restart. Even with ordering the original collections by the accountid/account.id, I'm not getting the desired results.
My questions are: 1) is there a better way to do this type of check? (I want to be able to use nested loops in other items too) and 2) is there a way to get the loop to restart from the original iteration.
Restrictions: there will be more than 100 records, so I will run into limits.
Here's an example of the flow. Please note that HH is the "account" object for me.


 

I'm looking at automating an echosign document to be sent out for a signature.

The document template is already created (this will not need to be automated), I would like to send out this echosign templated document when an account has a specific value in a dropdown or checkbox.

I am trying to take out a lot of the manual work that has to be done.

Has anyone accomplished this before?  Can this be done in workflows, triggers or a combination?

Thanks,
Jason

I'm trying to compare 2 lists using flow. I'm not an apex developer and would prefer to do this entirely with clicks. I've tried to do this using 2 fast lookups and then nesting one loop inside the other. The first lookup grabs a set selection of contacts and places into an sobject collection. The second grabs a set of account records and places into a separate sobject. I then start a loop through the contacts and a loop through the accounts. If the accountid=account.id I check a condition. If that condition is true I go to the next contact. If false, it adds the record to new collection variable. If the accountid<>account.id, I loop to the next account.
For me, I call that a "nested loop".
What I'm finding is the inside loop (the one through the accounts) isn't restarting when I go back to next contact. I've turned on debug and I see the iteration of the account loop doesn't restart. Even with ordering the original collections by the accountid/account.id, I'm not getting the desired results.
My questions are: 1) is there a better way to do this type of check? (I want to be able to use nested loops in other items too) and 2) is there a way to get the loop to restart from the original iteration.
Restrictions: there will be more than 100 records, so I will run into limits.
Here's an example of the flow. Please note that HH is the "account" object for me.


 

I'm looking at automating an echosign document to be sent out for a signature.

The document template is already created (this will not need to be automated), I would like to send out this echosign templated document when an account has a specific value in a dropdown or checkbox.

I am trying to take out a lot of the manual work that has to be done.

Has anyone accomplished this before?  Can this be done in workflows, triggers or a combination?

Thanks,
Jason

I recently installed EchoSign for Salesforce and finally have things up and running with my users being able to send documents with a single click. Now, I need to take it one step further and figure out a way to send a contract without user interaction, at the time a record (Lead) is created. 

Adobe talks about workflows in thier marketing but offers no obvious direction as to how to go about setting them up. As far as I can tell, this is not something which is a part of standard workflows so it sounds like I'm going to have to write another trigger??

Well, I've written a few triggers in the past but I am far from an expert. I can do it, I just need something to show me the way... I would appreciate any links or code snippets that anyone could offer. I'm sort of lost at this point and Adobe help & support is basically non-existent.

Thank you!

PS: I know how to find the basic Salesforce help guides on Apex Triggers - I need something specific to EchoSign. Thanks!