Unable to connect a form field to a template

Well - I have more updates on this issue.  I think I may have stumbled onto a WebForms bug.

I went back and edited the Template fields and returned them to a text field with no validation.  And Viola! I was able to re-connect the field.

Interestingly, from the WebForm interface, validation of text fields does NOT include date. 

However, I created a test template with date validated text fields and converted that to a web form and the calendar validation works and when using the webform a calendar appears when the user enters the field. 

Any ideas?

Hello ​@Rachael Leyba - Olmsted County,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
For your concern, you may check this relevant article and from the link: Limitations and Considerations for Web Forms. Can you present data in several structures, for example, a credit card number in the structure XXX-XXX-XX?
Custom validation of text fields is supported by regular expressions, which enforces that data is entered in a specific format (such as XXX-XXX-XX). Learn more about expressions in the Regex tutorial.

We did a test on our end, the Text field in the Webform only has 5 supported Response Validation (None, Social Security Number, Zip Code, Zip+4 code and Custom), this is why if you use the Date validation in the Template field, it won't match the validation in the webform field. For our test, we made the validation to custom and use the regex ^(\d{1,2}\/\d{1,2})\/(\d{4})$|(^N\/A)$ - Enforce Date or N/A,
ie: mm/dd/yyyy or “N/A” - https://docusign.lightning.force.com/lightning/articles/Knowledge/Data-Validation-for-Text-Fields-Custom-Regex-Patterns

After we changed the validation on both webform and template field to be the same, we’re able to connect the fields.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@Rachael Leyba - Olmsted County,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know, and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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

Sorry for not getting back to this sooner.  Actually, no this didn’t answer the question.  I’m currently working on another webform, converted from a template.  On the template I have about 9 Date of Birth fields.  When building the template, I set the validation to date for all of them (except one).  The Date validation creates a little calendar pop-up for the signer to use to find and select the date.  A wonderful feature.  

When I converted the template to a webform, all of the Date of Birth fields kept the validation and the little calendar pop-up appears as expected.  Then I discovered the ONE field I forgot to set the validation on.  As near as I can tell, there is no way to fix this.  

I’ve tried Edit Template Fields and setting the validation there - result, the connection to the field is lost and there is no way to reconnect.

I’ve tried Edit Template Fields and adding a new text field with the validation - again, the web form doesn’t see the new field thus I can’t manually connect it to field on the webform. 

I fixed the field on the original Template, but there isn’t a way to replace the existing template in the web for with the new one. I looked at Edit Template Settings but I can’t attach a template, only replace the document the form is based on.  

While the Regex solution will force a date format, it does not create that wonderful calendar pop-up.  Why is that pop-up so important?  For a DOB it isn’t.  However, supposed you were filling out an accident report and you needed to supply the date of the accident.  You remember it was last Tuesday but can’t remember the actual date of last Tuesday.  If you click the field and get that wonderful calendar, you don’t have to remember, you just click the date on the calendar pop-up.

So I guess what I’m actually requesting is an enhancement for Webforms.  Add to the webform interface a Date validation that triggers that wonderful calendar popup. 

Hello ​@Rachael Leyba - Olmsted County 

We love hearing how Docusign could be even more useful. The best place to share this kind of idea is on our Ideas board: Submit a feature request

That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features and where you can also vote on ideas from other members.

We appreciate your input and hope you’ll continue to share your ideas.

—
Ma. Cassandra | Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!