Is there a way to permanently remove the "Fields" column from the DocuSign form shown here:
I feel like the behavior here is spotty. Sometimes when I'm testing, I get this column where the user can drag and drop these fields. Other times, I get what I want, which is to just have the one "Sign" tab and a pre-filled date. I have looked high and low and cannot figure this out. Any help would be greatly appreciated...
If a signer sees these icons to drag/drop, then you are in 'free form signing'. This happens when the sender does not designate/assign any tabs to the recipient.
In order to avoid this, ensure that the recipient has at least one DocuSign tab assigned.
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 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.
What I need is exactly that: to be able to hide ALL the fields in a SharePoint alert mail except for say Title.
Now before you mark this as a duplicate of
Hide field in SharePoint alert email,
please note that the above link does solve this, but this would require specifying each and every field to be hidden.
The properties element allows you to include or exclude fields from
the list that would be shown in the email notification. The example
below demonstrates how to exclude fields for both the immediate and
summary (digest) alerts.
<Properties>
<ImmediateNotificationExcludedFields>ID;Author;Editor;Modified_x0020_By;Created_x0020_By;_UIVersionString;ContentType;TaskGroup;IsCurrent;Attachments;NumComments;</ImmediateNotificationExcludedFields>
<DigestNotificationExcludedFields>ID;Author;Editor;Modified_x0020_By;Created_x0020_By;_UIVersionString;ContentType;TaskGroup;IsCurrent;Attachments;NumComments;</DigestNotificationExcludedFields>
</Properties>
The implications of this would mean that if there is a new field added, I would then have to update this custom template.
I was wondering if it was possible to by default just hide every field, and just specify what I want shown instead (in this case, just the Title).
Is this possible? Or am I stuck with having to state one by one what I want hidden?
If this is for a specific list, I would just create a workflow in SharePoint designer that sends an email whenever something changes on the list. This gives you 100% control over the look and feel of the notification that is sent out. However, it would not allow individuals to set up their own alerts.
Values visible to Owner
Hi I know how to hide the values in textbox as shown above,But no idea how to hide values similarly in the picklist.If anyone have any idea please guide me.
There is no option to "Password hide" the text in a pick list. You do have a couple options though:
Hide the field completely using the CRM setVisible javascript method. Set the code to run on the onload of the form. A slightly more "secure" version of this is to initially mark it as invisible in the CRM Form Editor, then make it visible for the users that need it visible.
Create a new form that doesn't even contain the field for the users that don't need access. This is the most "secure" method, but it requires the security to be role based, and it looks like you need it value based.
I have a document with an attachment.The document is in edit mode but i want to restrict user to edit the attachment.User should be only able to open an attachment and should not be able to edit that attachment or Edit option should remain inactive.I am woking on client based application.If you have idea how to make Edit option inactive, then please share it with me.
Thanks Rupesh
I have not done any notes thick client work in more than a few years, but one way would be to have 2 subforms with the same richtext field. One gets an editable rt-field, and the other gets a computed-when-composed (same field name).
Put the subform in the base form as a computed subform. Base the formula on role, so you either get an editable field or non-editable field based on who you are.
I was thinking you could do this with a controlled section as well, but it's been too long to recall for me. I know the subforms would work.