Custum data fields in templare/layouts
Wednesday, October 11, 2023 at 09:11amHi team,
Is possible to have a template with a fillable PDF and we will fill the field using the API when we call the template (for exemple account number, contract number...) before send it to signature ?
Thank you
Alaa
Reply to: Custum data fields in templare/layouts
Wednesday, October 11, 2023 at 10:10amHi Alamza,
Thanks for your post! If I understand you correctly, you can add label fields for these values in the template, then you can pass in label field values during the clone call, see below example:
POST /api/packages/{templateId}/clone
{
"description": "",
"documents": [
{
"id": "Document1",
"name": "Document1",
"index": 1,
"approvals": [
{
"role": "b17cde62-181b-45a7-9643-d75c42872226",
"id": "zwQBbwKQ7p00",
"fields": [
{
"binding": null,
"validation": {
"group": "",
"required": false,
"maxLength": null,
"minLength": null,
"errorMessage": "",
"disabled": false,
"errorCode": null,
"minimumRequired": null,
"maximumRequired": null,
"enum": null,
"pattern": ""
},
"id": "lnt6MykHtisZ",
"data": null,
"fontSize": null,
"subtype": "LABEL",
"page": 0,
"extractAnchor": null,
"formattedValue": "",
"left": 91.0,
"width": 165.0,
"height": 37.0,
"extract": false,
"top": 348.0,
"type": "INPUT",
"value": "Account Number",
"name": ""
},
{
"binding": null,
"validation": null,
"id": "2t1cgWgdXTA3",
"data": null,
"fontSize": null,
"subtype": "FULLNAME",
"page": 0,
"extractAnchor": null,
"formattedValue": "",
"left": 117.0,
"width": 165.0,
"height": 37.0,
"extract": false,
"top": 509.0,
"type": "SIGNATURE",
"value": "",
"name": ""
}
]
}
]
}
],
"due": null,
"emailMessage": "",
"language": "en",
"roles": [
{
"id": "b17cde62-181b-45a7-9643-d75c42872226",
"emailMessage": {
"content": ""
},
"reassign": false,
"deliverDocumentsByEmail": false,
"attachmentRequirements": [],
"type": "SIGNER",
"index": 0,
"signers": [
{
"firstName": "john",
"lastName": "smith",
"email": "[email protected]"
}
],
"name": "Signer1"
}
],
"status": "SENT",
"timezoneId": "Australia/Sydney",
"data": {
"senderVisible": false,
"origin": "OSS"
},
"name": "transaction created out of template"
}
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer