david.walker | Posts: 33

noRolesOnApproval error

0 votes

Hi,

I'm getting a noRolesOnApproval error when trying to create a template that uses the document visibility feature. My code is attached. Any idea how I can fix this?

Thanks.


Approved Answer
Duo_Liang | Posts: 3776

Reply to: noRolesOnApproval error

0 votes

Hi David,

 

I saw you defined the placeholder like this:
                .WithSigner(SignerBuilder.NewSignerPlaceholder(new Placeholder("Company"))
                    .WithCustomId("Signer1")
                    .SigningOrder(0)
                    .WithAttachmentRequirement(AttachmentRequirementBuilder.NewAttachmentRequirementWithName("Attachments")
                        .WithDescription("Please upload attachments here.")
                        .Build()))

In this case, the placeholder (and the actual signer who will later replace the placeholder) will have role name of "Company" (This is the label displayed in the UI) and role ID of "Signer1" (This will be used to locate/identify the role). Given this background, you'll need to reference the placeholder as "Signer1" when assigning signature:


               .WithDocument(DocumentBuilder.NewDocumentNamed("GFE Checklist")
                        .WithId("doc1")
                        .FromFile("xxxx")
                        .EnableExtraction()
                        .WithSignature(SignatureBuilder.SignatureFor(new Placeholder("Signer1"))
                                .WithName("Signature1")
                                .WithPositionExtracted()

                                 ...........

 

On top of that, I don't think you will need to send the template at the last step, as the .createTemplate() call is sufficient:
            //client.SendPackage(templateId);

 

Duo


david.walker | Posts: 33

Reply to: noRolesOnApproval error

0 votes

Thanks! This fixed it!


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