We are migrating our DocuSign Demo account to production. For this- we downloaded all templates from demo account as xml and uploaded same on production account- Which is working fine.
We have approx 200 custom Tabs created for these templates in demo account, is there any way to download/migrate these Custom Tabs to production account?
Good question, unfortunately there is no way of completely automating this; however there's one important thing I'll mention here which implies that you might not even have to migrate any of your Custom Tags, and I also have a manual workaround that will save you time if you do indeed want to migrate them.
First off, if you're using Custom Tags in templates only then you probably don't need to migrate any tags. The custom tag definition is embedded within the xml of your templates, so the system should have enough information to display and utilize them in your envelopes as expected.
However if you're using them in other places and/or you want them to show in the Custom Tag area of your production account preferences in order to modify them, then you can do the following to help save some time:
Create and save a template in demo that has all the Custom Tags that you want to migrate.
Migrate the template by downloading the template xml from demo and uploading into your production account.
Open the template and for each tab you want migrated double click and select Save As Custom. This will in turn add the Custom Tag to your production account.
Unfortunately that's the quickest way to migrate Custom Tags currently, but as mentioned you might not have to do this at all - your envelopes still have all the info they need to function properly in production.
Related
In below image I can see that there are multiple tabs when we create pull request like Overview, Files, Update, Commits, etc. I want to add a new tab in pull request. I tried searching on internet but was not able to find much. It will be great if someone can help me with it.
Thank you
I agree with #4c74356b41 AFAIK that's not possible without creating a full-blown extension\addon.
Reference taken from :
Azure DevOps-Add extension that adds custom tab to Pipeline / Release Definition page (not the summary page) - Stack Overflow
. I don't know the term I should use to search for it.I am just not sure what to search in google to learn more about it.
you can search for the following terms on Google :
Azure DevOps extension samples
Azure DevOps extension custom tab
Azure Devops Extensions Overview
I am ok with adding addon\extension. I actually want to know some document references that can be useful in this scenario
As you are ok with extension you can refer this MS document Extensions overview.
To create a new tab in a pull request, you need to create an extension that adds the new functionality to Azure DevOps. You can use Visual Studio to create a new Azure DevOps extension project.
Reference for Working with Pull Requests in Visual Studio Code and Azure DevOps
Reference SO thread
I have tried to save the SharePoint communication site as a template that contains apps. I have faced the below error.
Sorry, this site can't be saved as a template. It contains apps that don't work in templates.
Please check social.technet.microsoft.com link for the same issue.
The above link suggests removing apps and saving the template of the site. But I will need a site template with apps. Can anyone suggest how to save SharePoint communication site as a template with apps?
Refer to this official article:
https://learn.microsoft.com/en-US/sharepoint/troubleshoot/sites/fails-saving-site-as-template
If the site contains apps that can't be saved as part of the template, it's necessary to remove any affected apps that are listed in the error message, and then save the site as a template.
If you want to use the app after you save the site as a template, you'll have to add it to the site again.
If you want to use the app in a new site based on template, you need to manually add it in the new site.
I am trying to create templates via DocuSign API and as part of the solution design, the templates my app will create needs to be shared with Folder so that whoever has access the folder, will be able to see the templates generated by the app.
This functionality exists in the UI. However, I wasn't able to figure out what rest API I can use to mimic the same behavior of Share to Folder button in Templates UI. I looked the rest API documentation of DocuSign but still unable to figure out how to do that.
Is anyone able to help here?
I tried Folder Api to move the item from my templates to the Shared Template folder. However, this works a bit weird. When I move items from My Templates to Shared Folder, using the PUT /v2.1/accounts/{accountId}/folders/{folderId} endpoint described here
Using PUT /v2.1/accounts/{accountId}/folders/{folderId} endpoint did not work as expected. As soon as I move envelopes to a shared template folder, templates are not appearing under My Templates folder anymore. However, when using Share to Folder feature in the UI, template still remains in the My Templates folder and appears in Shared template folder. This is what I need.
You can share a template using the template share API
https://developers.docusign.com/esign-rest-api/reference/Templates/Templates/updateGroupShare
PUT /v2.1/accounts/{accountId}/templates/{templateId}/{templatePart}
At this time, you can only share with a group, which is what templatePart is.
Currently I have an availability test that pings an API to check if it's responsive. If it is down, I send an email to myself via an action group.
What I want to do is create an ARM template for this, so new projects in the future can behave the same way...by emailing me if the API is down.
I was able to export the availability test to JSON, but I cannot find where to export the action group to JSON so I can set up an ARM template. How would I do this? Is it even possible or does it need to be done manually?
It seems that it's not supporting for exporting Action Groups as ARM Templates now. You could vote up this User Voice to promote this feature to achieve.
Also, as 4c74356b41 said, when you create an action group with a Resource Manager template, you could go to your_resource_group and click Show hidden types you may get the resource which you created before.
Then click your_Action_Group and Export template, download it.
Hope it helps you.
I have a calendar on a SharePoint 2010 site and I have created a custom site template based on the standard meeting workspace. I'd like to force users to only be able to use my custom template.
One option is to add Hidden="TRUE" in webtemp.xml for all other meeting workspace templates - this will leave mine as the only option. This, however, works on the farm level and I'd like to keep the templates available for other web applications. If I can do this on a web application or lower level it will do the trick.
Even better solution - if I can make the new event dialogue skip the step altogether and use my template without asking.
Background:
My custom template only contains security customizations, no UI or content changes. I want to impose it as I have requirements for the permissions of the meeting workspaces which are different from the parent site - so inheritance has to be broken. But I can't think of another way to supply default permissions other than by using a site template for the workspace.
Site Settings > Look and Feel > Page Layouts and Site Templates
choose the site templates you want to be used in the site, this can inherit all the way down the site collection or you can start in a subweb.