如何在docusign中自动填写幂形式字段 [英] how to auto fill the power-form fields in docusign

问题描述

我正在与应用程序进行文档集成。

I am doing the docusign integration with my application.

我的模拟帐户中有一个powerform，每次用户请求签署合同时都会打开该表单。当用户打开Powerform时，他必须填写大约12个字段。除了电子邮件字段（由文档自动填充）。

I have a powerform in my demo account which is opened every time a user request to sign a contract. When the user opened the powerform there are about 12 fields he have to fill. except the email field which is autofill by the docusign.

现在，我想要的功能是，如果用户打开该Powerform，他已经拥有在注册过程中填写的选项。

Now i want the functionality that if a user opened that powerform he already have the options which he filled during the signup process.

喜欢名字 姓氏 电话号码。我可以从api上执行此操作吗？我已经搜索过api，但没有成功。

Like first name last name phone no. Can i do this from api? i have searched the api but did not succeeded.

PS：现在，我正在通过powerform url打开表单。它将用户重定向到该powerform以打开并填写它。电子邮件会自动填充，但不会自动填充名称和其他字段。

P.S : right now i am opening the form by the powerform url. It redirects the user to that powerform to open and fill it. Email is automatically being filled but not the name and other fields.

推荐答案

您不能混合使用Powerform和API，API无法填充触发的文档来自Powerform。如果要与DocuSign进行适当的集成，最好使用API​​。但是，如果要与Powerform集成，则可以通过以下操作发送添加到文档中的DS标签值：

You cannot mix Powerform and API, API cannot fill document triggered from Powerform. It better to use API if you want to do proper integration with DocuSign. But if you want to do integration with Powerform then you can send the values of the DS label added in your document by doing below:

如果DS Servertemplate具有多个文本选项卡例如，PhoneNumber，Salary等，然后使用HTTP GET，您可以填充如下所示的标签值：

If you DS Servertemplate has multiple text tabs like, PhoneNumber, Salary etc then using HTTP GET, you can populate tab value like below:

{PowerformUrl}&PhoneNumber={PhoneNumberValue}&Salary={SalaryValue}&activateonly=1

其中PhoneNumberValue和SalaryValue是您要在文档中预填充的值。另外，如果您有HTML表单供客户收集这些值，则使用签名者的电子邮件和姓名以及文档标签值（如下所示）致电DS Powerform URL：

where PhoneNumberValue and SalaryValue are the values which you want to prepopulate in the document. Also if you have an HTML form for the customer to collect these values then call DS Powerform URL with signer's email and name along with the doc label values like below:

{PowerformUrl}&PhoneNumber={PhoneNumberValue}&Salary={SalaryValue}&SignerRole_UserName={SignerName}&SignerRole_Email={SignerEmail}&activateonly=1

SignerRole将充当您在DS Server模板中添加的角色，并在该模板上创建了Powerform。

SignerRole will the role which you added in the DS Server Template, on which you have created a Powerform.

这样做将自动从您的HTML表单/应用程序中触发Powerform，并跳过签名者需要添加所有签名者电子邮件和姓名的中间页面。

Doing this way Powerform will automatically be triggerd from your HTML Form/Application, and intermediatery page where signer needs to add all Signer's email and name will be skipped.

有关实施的更多详细信息，请参见此处

More details on implementation is available here

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