I'm using a DocuSign template that has multiple documents. I want to use composite templates to substitute a new document at runtime.
How do I determine the document ID that the template is using?
The template's first document usually has ID 1.
To see a specific document ID:
Open the template for editing
Click View for the document of interest
On the document's modal display: open the browser's menu and choose "Open image in new tab"
Inspect the new tab's URL. The number after /documents/ is the document ID. Eg URL .../documents/456/pages/... has document ID 456
Related
Looking through the Docusign API documentation I am unable to figure out how to attach a Custom Tab to an Envelope. Using the traditional tabs sometimes forbid me from setting the text. Hence, the need for a Custom Tab. Using the CustomTabsAPI I can create a Custom Tab. What remains is the ability to attach the Custom Tab to the envelope.
You can add custom tabs to envelopes and templates by setting the
customTabId property when creating an envelope, template recipient, or
when adding a new tab for an existing recipient.
I am using the EnvelopeDefinition to create my envelope. I was expecting something like:
envelope_definition = EnvelopeDefinition(
custom_fields=custom_fields,
documents=documents,
recipients=recipients,
status='created',
event_notification=event_notification,
email_settings=email_settings,
custom_tabs=custom_tabs # <------ SOMETHING LIKE THIS
)
Any suggestions? An example of how to add custom tabs? Documentation? TIA
EDIT: Here is the textTab I currently have in place
signer = Signer(**args)
title_text = Text(
anchor_string=anchor_string,
anchor_units="pixels", anchor_y_offset="10",
anchor_x_offset="0", width="180", value=initial_value
)
signer.tabs = Tabs(text_tabs=[title_text])
example img of text not editable
example img of custom tab this can be edited
If I can get the TextTab to be edited, that would be great.
Summary of the solution:
The title tab is a system tab so the value can't be set.
Instead, the OP will use a text tab, set its value, and set the attribute locked to false to enable the signers to update it.
Ok, this is weird. I created an xpage input form. After the form is filled out, a document is created. I then create an email to notify people that the document has been created. I drop a doclink to the newly created document in the body of the email. During testing, I noticed that when I click the link in the email, the wrong Notes Form is opened. Instead of the 'TrainingRequest' form displaying the fields, the form 'Feedback' opens up instead. Here's what I checked:
- On the xpage data section, the 'form' is set to 'TrainingRequest'.
- When I open the document via the doc link, the field 'form' has the value 'TrainingRequest', which is correct. Yet it's displaying the 'Feedback' form.
- When I check the other field properties of the document, all the correct fields from the 'TrainingRequest' form are there and populated correctly.
- When I open the document via the view, the correct Notes form 'TrainingRequest' opens.
- There is no default form in the database design.
Has anyone seen this before?
thanks
clem
Doc links are always created using the default view of your application. If there is a form formula in this view then this overrides the form in the document. Remove the form formula of the default view and it works.
I almost NEVER use form formulas in my application because of the side effects.
Source code would be useful. But initial best guess based on what you're saying is you have two datasources on the XPage, neither have ignoreRequestParams set, so you're editing the same document with both data sources. ignoreRequestParams missing will ignore any properties you define.
I try to create custom content part with following specification.
I need to add list of items in database with same editor template view page of driver.
I want to include one form with required fields with an add button, by using this add button I want to add more number of rows with given field values in database.
I have checked Orchard documentation in this link, they provide sample with single item add in editor template page. In my case I need to add multiple items in editor page.
In display view page of driver, I want to retrieve collection of data from database and rendered in display view page.
Please share some details for this.
Thanks,
I am trying to build a URL to access the attachment in a document in Lotus Notes.
According to IBM lotus notes document, the url to access to an attachment in browser will be like this:
notes://server/db/view/document/$FILE/filename
The document said view could be view name or view id, document could be document id or document name.
I know how to retrieve document UNID in a view. But I don't know how to get the view UNID.
I tried to use the view name but no luck. It does not work.
I am not running any lotus scripts.
Actually, my final goal is to export all documents in a view to a spreadsheet. And build URL for attachments for each row. I am using #Text(#DocumentUniqueID) to get the doc id.
But not sure how to get view id.
The url should start with http://. Otherwise it will open the document in Notes client.
View name should work. Use the view name visible in Designer not the view title.
In case the view name has special characters (like spaces) add an alias name to view without special characters and use this alias name.
As an alternative you can use "0" as view ID.
Of course you can get the view id without programming: just open the view in browser. You see the view id in URL then.
You could use this class to export your view to Excel: http://blog.texasswede.com/export-notes-view-to-excel-with-multi-value-fields/
Then you just calculate the URL in one of the columns in the view:
"http://www.example.com/" + #WebDbName + "/0/" + #Text(#DocumentUniqueID) + "/$FILE/" + filename
To get the view unid without programming, you can open the Domino Designer and then the view list. Without opening a view, you can highlight the view in the view list, then look for the 'properties' pane/section. Open the 'Document IDs' tab and there you will find the UNID, NoteID and some other details for the view.
Of course, these can change, so either a 'db.nsf/0/...' or a specific view name, 'db.nsf/vwfiles/...' view name is preferable (as noted elsewhere).
I have a Mega Menu navigation that generates its content from custom lists. Each 'Tab' on the Mega Menu links to a different document library. I want to highlight the tab of the currently selected document library.
Each 'tab' already has a class attribute but I am having trouble giving the document library an ID or Class attribute, or finding one that is already there.
I have added a content editor web part in one of the document libraries, which is a blank html text file that has a body ID. When I reference it in the CSS I am able to achieve the highlighting of the tab when on that document library. However this only applies to the certain view that I am in. When changed to another view on the same document library (I have about 15-20 views) the highlighting disappears because there is no content editor web part in that view.
So to sum up - how can I use a universal ID or Class attribute that will not change each time a view is changed in a document library?
Thanks.
I ended up just using jQuery for this. Put it in my master page in a script tag.
if ( document.location.href.indexOf('<string in URL - I used the name of the document library') > -1 ) {
$('UL#topnav A.SecondTab').css('background-image', 'url(highlightedtab.jpg)');
}
Used several if statements because each tab has a different class name, e.g. FirstTab, SecondTab etc.