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simple field mapping using api to create an envelope and auto-populate std text fields in a template to create a document for signing

  • December 17, 2024
  • 3 replies
  • 68 views

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i have a platform that has 20+ fields i want to be able to autopopulate on a predefined template and create an envelope using the api. i have tried every possible way to try and get the fields to map and all of the debug logs look great, but still no fields are autopopulating. my data label values match the fields for creating the mapping and the format of the api calls looks perfect and is generating no errors, but still no fields being mapped.  are there limitations where field mapping will not work in a sandbox account.  any other ideas about what might be causing this issue.  any help appreciated.  debug log here. envelope looks good but nothing on fields mapped. 

DEBUG: Field Mappings Result{    "propertytitle": "stephanie and lili frieswyk2",    "propertyaddress": "26735 rockwall parkway",    "propertycity": "new braunfels",    "propertystate": "TX",    "propertyzipcode": "78132",    "propertyprice": 789000,    "propertyowneremail": "oneweekendsold@gmail.com",    "propertycounty": "comal",    "brokername": "Test Brokerage",    "brokeremail": "oneweekendsold@gmail.com",    "brokerphone": "555-555-5555",    "brokeraddress": "test brokerage address",    "brokercity": "test brokerage city",    "brokerstate": "test brokerage state",    "brokerzipcode": "test zip",    "brokerlicense": "tx#123456"}
DEBUG: Envelope Definition{    "status": "created",    "emailSubject": "Complete with Docusign: Exclusive_Right_To_Sell - For Review.pdf",    "templateId": "314ac18a-97d6-4d23-8341-9721a05af77c",    "templateRoles": [        {            "email": "lilifrieswyk@gmail.com",            "name": "lili frieswyk",            "roleName": "Signer1",            "recipientId": "80556332",            "tabs": {                "textTabs": [                    {                        "tabLabel": "propertytitle",                        "value": "stephanie and lili frieswyk2",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertyaddress",                        "value": "26735 rockwall parkway",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertycity",                        "value": "new braunfels",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertystate",                        "value": "TX",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertyzipcode",                        "value": "78132",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertyprice",                        "value": "789000",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertyowneremail",                        "value": "oneweekendsold@gmail.com",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "propertycounty",                        "value": "comal",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokername",                        "value": "Test Brokerage",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokeremail",                        "value": "oneweekendsold@gmail.com",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokerphone",                        "value": "555-555-5555",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokeraddress",                        "value": "test brokerage address",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokercity",                        "value": "test brokerage city",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokerstate",                        "value": "test brokerage state",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokerzipcode",                        "value": "test zip",                        "documentId": "1",                        "recipientId": "80556332"                    },                    {                        "tabLabel": "brokerlicense",                        "value": "tx#123456",                        "documentId": "1",                        "recipientId": "80556332"                    }                ]            }        }    ]}
DEBUG: API Response{    "envelopeId": "3f4d96c9-1fa1-4142-b3d5-8c6a155b2432",    "uri": "\/envelopes\/3f4d96c9-1fa1-4142-b3d5-8c6a155b2432",    "statusDateTime": "2024-12-17T15:28:59.1430000Z",    "status": "created"}

3 replies

JohnSantos
Valued Contributor
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  • Valued Contributor
  • 975 replies
  • December 17, 2024

@mfrieswyk 

There are no special limitations in the DocuSign developer sandbox that would prevent field mapping from working. If fields in a template are not autopopulating, the issue typically comes down to one or two common issues.  The most common cause is a mismatch of tabLabel vs. the template’s Data Label, role names, or over-specifying IDs. Try simplifying your request by removing extra properties and ensuring a perfect label match. If still not working, perform a GET call on the envelope’s tabs after creation to confirm what tabs DocuSign believes are present and whether your data reached them.


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  • Author
  • Newcomer
  • 1 reply
  • December 17, 2024

Thx much for the help. I got some of the fields to map but only with status set to send. I want to use created so the user would get the envelope with the fields in draft status so they could review it, add additional signers etc. is there a way to do that?


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Hi,

You can create an envelope in the created status in which you can use SenderView to edit the envelope before sending if that suits your use case or the sender can log into Docusign and edit the envelope to then send.

https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createsender/