I am sending an envelope that has some field and the problematic field are this
"tabs":{"TextTabs":[{"TabLabel":"*SSN","Value":"*********"]
"NumberTabs":[{"TabLabel":"*MyNumber","Value":"0000000000"}]
All other fields are working fine that does not have "hide text with asterisk".
Those 2 fields on the docusign site itself "hide text with asterisk" are checked.
And the behaviour of those 2 fields are weird. When the envelope is sent, and I received a url for the docusign, when I open it, those 2 fields are empty (empty box), but when clicked.. it suddenly show the value, and when the box are out of focus then it will hide the text with asterisk.
My question is what should I do, so when docusign open, it was already on asterisk, without the user has to click the box first? Since the value was passed on, so technically the field already has value.
The "masking", similar to the "validation" (regex), is applied by the UI (javascript). Since you are pre-populating, the javascript isn't invoked until the signer interacts with the tab overlay (UI). On click of the textbox, javascript is invoked and then on you see the asterix on the textbox. So functionally, it is hiding the text by being blank value on envelope signing page load.
Related
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)
Can I pass a radio button value and checkbox values through a URL using Powerforms in DocuSign?
These values would come directly from an application, and I wish to have them auto populate along with the other information from my website when the user clicks to sign I have everything transferring over except the radio buttons and checkbox values.
I have text fields opened where the value should be displayed, and I read you could have those values passed through the URL and shown in the custom fields...not sure how though.
I am also aware you can use the API, but you cannot combine API with the Powerform.
thanks in advance for the help
General documentation on populating fields through the PowerForm URL is available here: https://support.docusign.com/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform
Checkboxes can be preselected by setting their value to 'true'. For Radio buttons, it's GroupName=ValueName
so if I have a group of radio buttons labeled "Color" my URL might be https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=00000000-0000-0000-0000-000000000000&Signer 1_UserName=Example User&Signer 1_Email=user#example.com&CheckBox=true&Color=Green
We are using Custom SignUpSignIn Policy, and on our signUp form we have textbox, dropdown and a checkbox which are all required fields.
When a user does not fill in the necessary details,
for the text box, it is highlighted with red line around the text box and as we enter the text box, it says "This information is required." in red color text on top of the text box which is good.
But for the Dropdown and checkbox, a simple message "Missing required element [Country]" is displayed at the top of the form(not even red color text) and no highlighting on the field. User may not even notice that.
How can I achieve the same behavior as the textbox for dropdown and checkbox?
Thanks,
Wait for the ability to use JavaScript via the "shared domain" feature.
UserVoice item reference.
...as a result of ‘shared domains’ this means that you will be able to start using your tenant as a subdomain of a ‘shared domain’, in the form of {tenant name}.b2clogin.com where b2clogin.com is the ‘shared domain’. You will be able to run Javascript when you are running on this shared domain...
I just want a way for all the required field validation messages to display in Red ...
That you can achieve with custom CSS which you can do today.
But for the Dropdown and checkbox, ... , is displayed at the top of the form
Moving stuff around would require JavaScript.
I'm using REST api for getting envelope tabs for completed envelope. Text tabs have "original value" and "value" to determine if the tab was modified. How to determine if a checkbox tab was modified by recipient? I can see the final value of the checkbox, but there is no indication that it was modified (sender can check it before sending envelope). Same for radio group tabs as well. The changes show up as highlighted in "View Data Changes" for the completed envelope. How to determine which checkbox/radiogroup tabs were updated by recipient, using REST api?
The Rest API hasn't exposed such functionality to check who modified the Tab Value
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.