You are viewing limited content. For full access, please sign in.

Question

Question

DocuSign Integration - How to identify a document by a Document Custom Field

Integrations Laserfiche
Updated February 10, 2023
asked on February 8, 2023 • Show version history

I would like to store a form number in Laserfiche metadata "DSForm" from a Document Custom Field I've created in DocuSign  called "FormNumber".  This field is one that I've built into templates that are used with Template Matching by our users.

Where I've got a problem is that if we use the same custom field more than once in an envelope the field name that is passed to Laserfiche has _1 appended to the field name.

<xfdf>
	<fields>
		<field name="FormNumber">
			<value>1234</value>
		</field>
		<field name="FormNumber_1">
			<value>5678</value>
		</field>
	</field
</xfdf>

The first FormNumber passes just fine using:

<FieldValue name="DSForm">%(RecipientStatuses.0.TabStatuses.FormNumber.TabValue)</FieldValue>

Can achieve this by using a Document Custom Field or is there another way?

Edit: For clarity, there would be multiple PDF files in a single envelope.  Each of these somehow need to be identified in Laserfiche metadata by a form number.

Thanks.

0 0

Replies

replied on February 10, 2023

I would expect that this:

<FieldValue name="DSForm">%(RecipientStatuses.0.TabStatuses.FormNumber.TabValue)</FieldValue>

Would populate from the TabStatus section of the payload from DocuSign where the CustomTabLabel I've entered above matches and the document is identified by the DocumentID.

<TabStatus>
	<TabType>Custom</TabType>
		<Status>Signed</Status>
		<XPosition>4</XPosition>
		<YPosition>1602</YPosition>
		<TabLabel>FormNumber</TabLabel>
		<TabName/>
		<TabValue>1234/TabValue>
		<DocumentID>1</DocumentID>
		<PageNumber>1</PageNumber>
		<OriginalValue>1234</OriginalValue>
		<ValidationPattern/>
	<CustomTabType>Text</CustomTabType>
</TabStatus>
<TabStatus>
	<TabType>Custom</TabType>
		<Status>Signed</Status>
		<XPosition>6</XPosition>
		<YPosition>1594</YPosition>
		<TabLabel>FormNumber</TabLabel>
		<TabName/>
		<TabValue>5678</TabValue>
		<DocumentID>27774869</DocumentID>
		<PageNumber>1</PageNumber>
		<OriginalValue>5678</OriginalValue>
		<ValidationPattern/>
	<CustomTabType>Text</CustomTabType>
</TabStatus>

 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...