Is there any way to pre populate a locked text tab with different values for different recipients using docusign-api?
I passed the same tab with different values for different recipients but the values just overlap each other
You can use the document visibility feature for this.
That would require the document to be duplicated for each user and then the tabs for each document would be only visible for the user that can view that document.
Related
When using the auto-populate feature I noticed that it was auto-populating tabs that I thought it should not have been.
E.g. I have two tabs PhoneNumber and AdditionalPhoneNumber. I want to populate all occurrences of the PhoneNumber tab in the envelope. I set the value for PhoneNumber in the request using the tab label \\*PhoneNumber but I see that AdditionalPhoneNumber is also getting populated. I think that it should not have been since they are two different tab labels.
(Docusign documentation: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/ under the Automatically Populating Tabs section)
Thanks in advance for any help
if I'm not mistaken the problem is that you are using a wildcard (\PhoneNumber) which means you want to match any field that ends with "PhoneNumber". If you remove the \ you should get only fields named exactly PhoneNumber.
I have two different templates, each template has one document.
In each document I have dragged and dropped text field and gave it same data label of "Email".
When I type a value in one field I want it to be duplicated to another textfield which is in another template. I'm not sending the data via API, just using docusign portal.
To see same value coming on multiple documents in the same envelope with same Data Label, then please check if below settings are enabled in your Account.
Go To Admin
Select Sending Settings from left hand side navigation
In Section Automatically replicate information in fields with the
same Data Label, select radio button on all documents in an envelope
I have a custom list with the following fields:
Title: Single line of text
Description: Multiple lines of text
Remarks: Multiple lines of text
Recipient: Person or Group
Whenever I input two or more people in the Recipient field, in View Item page (Display form), contents of Description and Remarks becomes blank/empty.
Contents are displayed okay on the main view of custom list, and in EDIT mode.
If I input a single person only in the Recipient field, the contents for Description and Remarks are displayed in Display form.
Note: Recipient field is set to accept multiple values. I'm using Sharepoint 2013.
I am new to Sharepoint and I'd like to know a way on how to troubleshoot/debug this matter. Or are the multi-line fields somehow connected to the person field? Or any setting that I need to setup? How can I check?
I tried to search but I found no same situation as far.
If there is no customization in Display form, it should work fine. If it works for Single User in Recipient, It should work for multiple users too.
For further troubleshooting, You can create a test list and create same type of columns in it. Then see if the Display form works fine in that test list. It will let you know if the issue is related to the specific list or it's generic. You can then narrow down your troubleshooting options based on this result.
I am trying to send checkboxes and radio buttons in my pdf. when I select one checkbox all the checkboxes are getting checked. how can I add multiple checkboxes
I am using Anchor strings to place the checkbox tab . Also i want checkbox left to the string how can i set Xoffset and Yoffset.
In the <tabs> element, the <tabLabel> tag is used to group the elements together. If you need to have the checkboxes to react separately from one other, the value for the <tabLabel> element needs to be different between multiple checkbox tabs.
The soap API guide for DocuSign says:
Making custom tab’s TabLabel the same will cause the all like fields
to update when the user enters data. When using this option, the
TabLabel must not contain any spaces.
I've created several custom columns in the Tasks list named NotifyUser and IsUserNotified. These columns are not supposed to be changed by user. I change them programmatically only. Is there any mechanism to:
Hide those columns from the NewForm, EditForm (I wanna use
existent Forms).
Skip executing workflows when any of those two columns been changed.
Exclude columns from the notification mails (as long as user doesn't know anything about these columns, there is no need to show them).
You only can control these things if you are creating your field programmatically or via a field schema definition (deployment via WSP Solution and a feature):
Set the property Hidden to true in order to hide the field in user forms and views.
Refer to: SharePoint Workflow: how to update the item without triggering the workflow again
Should be done by 1.
You can edit your view by going in List Tools->List->List Settings->Views.
Then click on the name of your List from where you can uncheck the column that u dont want to show to the user and click ok.