Topics and Filters

Topics are tags you add to envelopes. Each envelope can have up to 10 topics.

Use topics to filter triggers. Filtering ensures workflows run only when relevant envelopes change.

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Example: Using Topics in a Company

Imagine a company has two departments: Finance and Sales. Both departments use SignatureAPI but have different Power Automate flows.

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Without Topics

If you do not use topics, both finance and sales flows activate every time any envelope changes. This causes unnecessary notifications and complexity, as each department sees irrelevant envelopes.

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With Topics

Topics simplify workflows by categorizing envelopes. Assign topics to envelopes based on departments or workflows. Then, trigger flows only for the topics you choose.

In our example:

1. Assign Topics:

   • Finance envelopes get the topic finance.
   • Sales envelopes get the topic sales.
   • Some envelopes may have both topics (finance and sales).

2. Configure Flows:

   • Set each flow to trigger only on its specific topic.
   • For example, set the finance flow to trigger on the topic finance. Then, only finance envelopes trigger this flow.
   • If you do not set a topic filter, the flow triggers for all envelopes.