Skip to main content
Question

How to assign Template's Custom Field via API before sending a contract?

  • 8 July 2024
  • 1 reply
  • 49 views

Dear,

 

when I request a signature by email using a template by below API link 1, I found it doesn’t meation how to assign value to Custom Field in template. So I search info in docusign community as below Website link 2, but I can’t get Custom Field in my test template using below API link 3. It only rely 4 inexistence Custom Field in template as below shortcut_1 show. But it should rely custom field as below shortcut_2 show.

 

  1. API link 1: https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-template-remote/
  1. Website link 2:

 

  1. API link 3: https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields/list/

 

shortcut 1:

 

shorcut 2:

 

1 reply

Ivan.Dinkov
Rank
Userlevel 1
Badge +2

Hi @kevin huang to pre-populate tabs/fields defined in your template you need to know their tabLabel (Data Label). You do not need to update the template itself but the recipient tab value with the same tabLabel. Also, the second link is about updating envelope custom fields (they are not visible to the signer)

For example to update a text tab with a Data Label of test_Field your envelope creation request (if you are using simple envelope definition) should be like below.
 

 

 You can follow the same logic with composite templates i.e. the tabs should be part of the signer object

 

I hope this helps

Ivan D

Reply


Code of Conduct