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Question

Web Form, how to add a template field

  • 3 September 2024
  • 1 reply
  • 7 views

Hello!

We have built order forms based on different templates. If we change the original word/pdf-document for example want to add totally new question in it. Do we need to built web Form all over again?

We can copy the template and replace the original document,  and the start the Create Order Form building from the start. This is how we do it now.

Is it possible somehow to do this all in the Web Form-Edit Form and in the template actions there is in the web Form.  “Edit template fields” or in the “View template actions”.  To some point we have been able create ne field in the Web Form, but when trying to activate we get error API reference name.

Thank you for your help if somebody understood my problem:)

 

 

Hi @Elina T,

 

Thank you for reaching out to the Docusign Community.  

Have you tried adding the field to a template and creating a new webform based on it?

You can find detailed steps on this process, here:

The Process to Build a Web Form

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 


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