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
Related
I have taken over a project from someone who has left the business.
It is a Microsoft PowerApp which provides users with a form interface to upload items into a SharePoint list.
The submit button in the app works and the function is "SubmitForm(formName)"
My question is how does it know which fields to submit into which column in SharePoint?
for instance if I wanted to create a textbox in the form for "First Name" how would I make the powerapp submit the contents of that textbox into firstname field?
--edit removed screenshot--
I think you lack knowledge of powerapps w.r.t sharepoint.
Go through one of the example mentioned in docs of micro soft and you will get idea of how mapping of fields are done.
Your main concern is mapping fields.
https://learn.microsoft.com/en-us/powerapps/maker/canvas-apps/app-from-sharepoint
If you check your edit form, and click on any of your field/data card you will find settings as below. Here I have created custom column as "NumberColumn" and you can find Data properties same for your field as well.
I'm trying to create an powerapps app for audits. These audits have multiple questions and I want to create a screen where the user can awnser multiple questions in 1 screen. But all questions have to be linked to the audit. So if a question is already filled in it will display the awnser and is able to edit this if needed.
Every question needs to get a grade (1-10) and a description of the awnser.
I already have a detail screen for the audit itself with the base information. idealy i want a button that can go to the questions and fill them in. I'm using multiple sharepoint databases to store the information. So i would like to store the awnsers here as wel. For the awnsers i made a seperate database linked to the audit and the question.
I also have a database for the information of the audit and one for all the questions.
So my question is how do filter a gallery based on the audittitle? and also how do i save this information easily in the sharepoint envoirment
Screenshots could have clarified the problem in a better way, but as much as I could understand from the problem subject, here is a solution to "how-to-filter-a-powerapps-gallery-based-on-previous-screen" :
When you have lots of fields in previous screen which is required for filtering.
You can store the values on previous screen either in a sharepoint list (by submitting the forms from previous screen ) and then fetching them to filter content ( by having a gallery inside a gallery)
OR
When you have less number of fields.
You can simply store the values in variables by using Set(a,box1.text) ((where a is the variable name and box1 is the input box) function on navigation to new page ( by putting this in Onselect menu) and then using it in the filter command.
Here is the steps to filter a gallery from the value coming from previous page.
put a button on the screen from where you want the value
on select property of the button put this code
Navigate(screenName,screenTransition,{variableName:valueToFilter})
Now on the Items property of Gallery put below code
Filter(datasource,columnToFilter = variableName)
Note that this variableName should be the same as above.
This will filter out your data in gallery.
For your 2nd question:
Create a list in Sharepoint which will have all the questions/fields.
Connect this list to your PowerApps app
insert a form on a screen.
add your Sharepoint list as a data source to the form
insert the button on the same page as form
onSelect property of button put this code
SubmitForm(formName)
I am having trouble pre filling information from a current application onto a PowerForm. I have managed to transfer almost all of the data from the application fields onto specified fields on the PowerForm template so the applicant can just add sensitive information and sign the form.
The issue is I need to pre fill text boxes with the values of check boxes and radio button from the online application.
I am aware you can do this through the URL, but i do not know the recipient's identity in advance. Does that matter?
Someone mentioned to do the following
powerformURl&role_custometag=Value
but what do i set the value for the radio buttons and check boxes.
I do have custom tags on my template and I want the values from the check boxes and radio buttons to pre fill in those custom tags.
if this is confusing i do apologize but I can clarify some more if needed
You can pass parameters on the URL of a Powerform to update various fields in DocuSign.
The complete list of options for these is available here:
https://support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform
For your case, you need to update the value of a tag which is called EnvelopeField in the URL, so if you do this:
EnvelopeField_<EnvelopeFieldName>=<value> as part of the URL, where EnvelopeFieldName is the name of your specific checkbox, you should be able to do that (value will be true/false)
We have added two radio button with same group name and values as 'Y' & 'N'. Now, as a support team we need to track what all the users has choose in radio buttons for their respective document. For this we need to open and check values in all document.
Is there any way to get the report from docusign for the values filled in radio buttons?
Using the Manage tab you can only export form data (aka 'tab data') one a per envelope basis by selecting the envelope -> dropdown arrow on the right -> form data.
If this is a DocuSign Powerform scenario, you can download a CSV/XML file based off a date range, with all tab values for each envelope included in the download. Powerforms -> Select powerform -> dropdown arrow -> Form data.
I believe your only other alternative is a custom script using our API to generate such a report.
I'm wondering how i can populate the DocuSign Powerform. I studied on Populating Custom Envelope Fields in a Web PowerForm
But I can't understand how to deal with the Envelope Field Name OR Secure Field Name.As far as i understand those are required to populate the form. But I'm wondering how can I add OR get those Envelope Field Name OR Secure Field Name. Please see the image for better understanding of what I'm trying to mean.
Regards
Efat
In the API the fields are referenced through the tabLabel property. If editing manually through the DocuSign Console they are labeled as "Data Label" in the UI and can be accessed by selecting a tab and going to right panel -> advanced -> data label.