DocGen Dropdown control rendering as a read-only label and not a dropdown

Question

We have a case where we created a DocGen dropdown list in a template created in Word and using the Docusign Template Assistant.

Our requirement is that we can populate the select field dynamically in the EnvelopesApi C# SDK.And that the dropdown needs to be editable for the signers.What is happening is that the value we set in the code appears on the document but only as a label. There is no dropdown on the sent document, only the read-only field.Is this even possible and if so, how? Thank you.We would assume that a dropdown presents selectable options to users. Is this expected behavior? If so, what is the use case for it?Code example is below.This is how we create the field


return new DocGenFormField
{
     Label = "SomeLabel,
     Name = "FieldName,
     Type = "Select",
     Options = (this is a List of DocGenFormFieldOption with label and selected set. e.g. label = "option 1", selected = "False", label = "option 2", selected = "True".
};

Which is passed to this method. We know it is correct because we can populate all the other DocGen form fields.

envelopesApi.UpdateEnvelopeDocGenFormFields

karan.kaushik · Answer

Hi ​@GordonAtEpiq!So what you’ve created is a “Sender field”. You can pre-populate the value of this field but this field will not be editable for the recipient. If you want a field that you can pre-select an option for and can be editable to the recipient, you’ll need to make it a recipient field (instead of a sender field). After you finish creating the template and uploading it to Docusign, you’ll need to make a TemplateRecipientTabs: Update call to add a listTab (which is what the API refers to for dropdown tabs). Or alternatively you can edit the template on our web interface and add it as a recipient field (instead of a sender field). I’m not super familiar with the Word Template Assistant so I don’t know if it directly allows you to create a recipient tab but if it does, you can use that as well.And finally, when creating the envelope, you’d need to specify the recipient tab values so that it prepopulates but remains editable for the recipient.If you need help prepopulating it as a sender field, I’m happy to offer guidance on that.

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