填充docusign公司标签 [英] Populate docusign company tab

问题描述

在docusign中，我们创建了一个包含两个字段的模板:全名和公司.对于公司字段，有一个唯一的数据标签ID填写.您可以在下面看到屏幕截图

In docusign, we created a template with two fields: Full Name and Company. For the company field, there is a unique data label id that was filled in. You can see a screenshot below

Docusign公司ID

现在，我正在使用docusign api创建一个信封，填充字段，然后打开一个签名控制台.创建信封时，我将以下JSON有效负载发送到 restapi/v2/帐户/唯一ID/信封

Now, I am using the docusign api to create an envelope, populate the fields, then open a signing console. When I am creating the envelope, I send the following JSON payload to restapi/v2/accounts/UNIQUE ID/envelopes

{
   "emailSubject": "Some Subject",
   "status": "sent",
   "compositeTemplates": [
      {
         "serverTemplates": [
            {
               "sequence": "1",
               "templateId": "SOME ID"
            }
         ],
         "inlineTemplates": [
            {
               "recipients": {
                  "signers": [
                     {
                        "name": "Ashwin Jacob",
                        "email": "[e-mail]",
                        "recipientId": "1",
                        "clientUserId": "1",
                        "status": "sent",
                        "embeddedRecipientStartURL": "SIGN_AT_DOCUSIGN",
                        "roleName": "Advisor",
                        "tabs": {
                           "companyTabs": [
                              {
                                 "tabLabel": "Company 33ff014b-79a4-464f-b6c0-c4846861f3df",
                                 "value": "ashwinjacob1"
                              }
                           ]
                        }
                     }
                  ],
                  "carbonCopies": null
               },
               "sequence": "1"
            }
         ]
      }
   ]
}

全名将显示在docusign控制台上.但是，公司名称不会出现.如您所见，我正在使用与屏幕截图中所示相同的datalabel(对不起，它已被截断).

The full name will appear on the docusign console. However, the company name will not appear. As you can see I am using the same datalabel as indicated in the screenshot(sorry it is cut off).

我还注意到信封表格数据没有价值.很明显，它没有被发送，但是我不确定JSON合约中我做错了什么.

I also noticed that envelope form data has no value. So clearly it is not being sent along, but I am not sure what I am doing wrong in the JSON contract.

文档表格数据

关于我在这里做错什么的任何建议吗?

Any suggestions on what I am doing wrong here?

更新我接受了有关使用文本标签的建议，但仍然没有运气.

Updates I took the suggestion about using text label and I am still getting no luck.

文本标签

这是新的JSON有效负载

Here is the new JSON payload

{
   "emailSubject": "Some Subject",
   "status": "sent",
   "compositeTemplates": [
      {
         "serverTemplates": [
            {
               "sequence": "1",
               "templateId": "SOME ID"
            }
         ],
         "inlineTemplates": [
            {
               "recipients": {
                  "signers": [
                     {
                        "name": "Ashwin Jacob",
                        "email": "[e-mail]",
                        "recipientId": "1",
                        "clientUserId": "1",
                        "status": "sent",
                        "embeddedRecipientStartURL": "SIGN_AT_DOCUSIGN",
                        "roleName": "Advisor",
                        "tabs": {
                           "textTabs": [
                              {
                                 "tabLabel": "Company Label",
                                 "value": "ashwinjacob1"
                              }
                           ]
                        }
                     }
                  ],
                  "carbonCopies": null
               },
               "sequence": "1"
            }
         ]
      }
   ]
}

推荐答案

经过一番尝试，如果您想从API插入自己的自定义文本标签，则需要通过API插入它.您无法编辑docusign模板上的现有自定义文本标签.

After some playing around, if you want to insert your own custom text tab from the API then you need to insert it through the API. You can't edit an existing custom text tab that is on the docusign template.

这篇关于填充docusign公司标签的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！