Dynamics CRM Field Mapping

Hi bhawan,

 

Thanks for your post! I only have Dynamics 365 environment by hand, and after some attempts I can successfully insert CRM Entity data to the form field. From your description, since your text field has already been extracted, I believe the steps to create signer label, prepare the document according to the signer label, and assign signer label to signer seems to work fine. The problem could be related to the field mapping, and below are the settings that I think are worth to check:
#1 Whether the field mapping > OneSpan Field Name equals to signer label > OneSpan Field Name. In my case, I am using PDF Form Field as the text tags type, hence my PDF Form Field also needs to be named as "value".

 

#2

Whether the "Dynamics CRM Object Field Reference" > Insert is enabled

Whether the associated record has this Entity Field (not empty string or null)

Whether there's only one field reference (Not so sure but I think it only works with one reference)

#3 In my case, I am auto-inserting the account name to the text field and seems working:

 

Duo

 

Hi Duo_Liang,

Thank you so much for your reply. It still shows only the Default value, not Dynamics CRM Data. We need data from CRM Record not default value. 

 

Do you mean the "Default Insert Value" you specified in field mapping - in which case what happened if you leave it empty as I did in the above screenshot?

Or you mean the "Default Value" of the text field - text field is editable during the signing, its default value is the initial value, versus label field which is uneditable.

 

Duo

I am attaching the screenshots of the steps, Please let me know what's wrong. 

Signer label text tag

 

 

 

 

 

 

Field Mapping

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Still getting only default values either text box or label.

 

Hi bhawan,

 

I think you might have missed few steps (looks like the documentation didn't mention these):

Step1: prepare a PDF with form fields. See the attached PDF, there are two form fields, one name of "signature1", one name of "value"

Step2: define a signer label with two text tags.

Text tags offers three ways to place signatures and fields: PDF form field, static position and text anchor. If you want to inject or write back CRM data, all the signatures and fields have to be placed by text tags instead of manually added in prepare step. (From the screenshot you provided above, looks like the signatures and fields are placed manually)

In below example, I defined a signer label "Signer1" with two text tags. Because I chose PDF Form Field type to extract fields, the name needs to match my PDF Form Field "signature1" and "value"

Step3: define a field mapping

Field mapping is to link fields to CRM data. From the screenshot, I think your settings are good. Just make sure the field name equals to the text tags name, "value" in my case.

Step4: create a transaction

#1 "New" a transaction, set the transaction name and "Save"

#2 choose a CRM entity in "Related Record" tab

#3 "New" a signer with signer name "Signer1" - same as the signer label name, perform this step prior to step #4

#4 set the convention in "Advanced Option" tab

#5 "Refresh" the transaction, note the signer label "Signer1" should be automatically recognized

#6 "Prepare" the transaction, both the signature and the text field should be automatically extracted, with CRM data injected.

 

Duo

 

Thank you so much for your help. I have one another issue. I am not able to fetch data when entities have 1:N relationship e.g. Account and Contact. I am using Contact as related entity in transaction and cannot fetch data of account record. I am attaching screenshots to understand how the fields are setup.

 

City and Name field are empty. It should have account name and address_city.

 

Please guide me here, what's missing. Thank you so much your support. 

 

 

 

 

 

Hi bhawan,

 

I can reproduce the same issue that seems only attributes listed at below Dynamics 365 API can be injected:

GET /api/data/v9.0/contacts(1c593241-c15d-eb11-89f5-0022486d7a78)

If you preferred, we can raise a support ticket and ask for clarification if this an issue or by designed.

 

Duo

Hi Duo_Liang, 

Yes, please that would be great. 

Thank you so much!!!