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Hello,

 

My client has a Template and Power Form set up. They are asking me to set something up so that after a user completes\signs their form, they will be granted access to their website.

This is what I have so far:

I added some Document Custom Fields to the document which are meant to contain some Guids from the client’s system. These values can be used to identify the user.

In the email that is sent to users, I included the Power Form’s url and appended these custom fields to the query string.

This part worked fine - I can see that the custom values show up in the document.

Then I created a Brand and set up the “Signing Completed” Destination URL. (The URL that I used is for a page on the client’s website.)

I would like to add these same custom fields to the Destination URL’s query string so that when the user is redirected back to that page on the client’s website, I can use some logic to grab those values and identify the user.

So far, if I try to include the custom values as Merge Fields, the query string gets rendered with the something like soMergeFieldName]] rather than the actual values.

I have also tried this using Envelope Custom Fields, but that did not work either.

Is this possible with Power Forms?

Hello ​@dougsa,

 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and want to assure you that we are fully committed to providing you with the best service possible. 

 

You can't use anything dynamic. What you can do is to pass the powerformId (which you can find in the url of the powerform) to the postsigning url. This postsigning url could be a url of a system that you developed. This system could have a token stored in the backend and using this powerformId, could get the last envelope signed and find some user details and then give the user the access to the resource you want. Alternatively, you can use the Docusign connect service and bind to the template. That way, any time an envelope is created against the template, you would get notified and you can do the setup. In the redirection, you can check for the setup to complete.

 

I hope I understood and address your question. Let us know if you need further assistance.

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hello ​@dougsa,

 

I hope you are doing well. 

 

If you found my response to be a useful solution to your question, could you please click the "Best Answer " button at the bottom of the post? It helps other community members who might have similar questions. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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