Template dynamic fields¶

Text field
<field type=”text” name=”string” placeholder=”string” roleId=”id” optional=”boolean” search=”boolean” multilines=”boolean” min=”intager” max=”integer”/>

Text field may have following attributes:

type - define if this field is text type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
multilines - boolean, multiline or single line text, multiline should be textarea on UI, optional, default false, optional attribute
min - integer, allowed values range from 0 to 1000 (if multiline applied than up to 5000), define minimal quantity of symbols has to be entered to field become valid, default value empty, optional attribute
max - integer, allowed values range from 0 to 1000 (if multiline applied than up to 5000), define maximum quantity of symbols allowed to field to be valid, default value empty, optional attribute

Number field
<field type=”number” name=”string” placeholder=”string” roleId=”id” optional=”boolean” search=”boolean” formatting=”boolean” trailingZeros=”boolean” precision=”integer” min=”integer” max=”integer”/>

Number field may have following attributes:

type - define if this field is number type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
formatting - boolean, defines conversion of field data to on UI to local format set up in User profile, optional attribute
trailingZeros - boolean, defines how to show decimal zeros after field completion, available only with precision value, optional attribute
precision - integer, defines quantity of decimal numbers allowed, allowed value range from 0 to 7, default value empty, optional attribute
min - integer, allowed values range from -999999999999999 to 999999999999999, define minimal value has to be entered to field become valid, default value empty, optional attribute
max - integer, allowed values range from -999999999999999 to 999999999999999, define maximal value allowed in field to be valid, default value empty, optional attribute

Currency field
<field type=”money” name=”string” placeholder=”string” roleId=”id” optional=”boolean” search=”boolean” formatting=”boolean” min=”integer” max=”integer” />

Currency field may have following attributes:

type - define if this field is money type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
formatting - boolean, defines conversion of field data to on UI to local format set up in User profile, optional attribute
min - integer, allowed values range from -999999999999999 to 999999999999999, define minimal value has to be entered to field become valid, default value empty, optional attribute
max - integer, allowed values range from -999999999999999 to 999999999999999, define maximal value allowed in field to be valid, default value empty, optional attribute
precision - 2 (always), you can not change this value and it’s not necessary to define
trailingZeros - true (always), you can not change this value and it’s not necessary to define

Date and time field
<field type=”datetime” name=”string” placeholder=”string” roleId=”id” optional=”boolean” time=”boolean” search=”boolean” min=”integer” max=”integer”/>

Date and time field may have following attributes:

type - define if this field is datetime type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
time - boolean, defines if time value would be acceptable on envelope, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
min - integer, allowed values range from -9999 to 9999, define minimal offset of date which can be selected on envelope (from envelope initiation date), default value empty, optional attribute
max - integer, allowed values range from -9999 to 9999, define maximal offset of date which can be selected on envelope (from envelope initiation date), default value empty, optional attribute

format: IS8601, accept both:

2019-12-31T23:59:59+02:00
2019-12-31T23:59:59Z

Dropdown field
<field type=”dropdown” name=”string” placeholder=”string” roleId=”id” optional=”boolean” allow-custom-value=”boolean” multiSelect=”boolean” search=”boolean”><option>string<option>…<option>string<option></field>

Dropdown field may have following attributes and values:

type - define if this field is dropdown type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
allow-custom-value - boolean, defines if custom value would be acceptable on envelope, allow-custom-value and multiSelect is not possible in the same time (only one attribute can be applied), optional attribute
multiSelect - boolean, defines if multiselect will be available on envelope, allow-custom-value and multiSelect is not possible in the same time (only one attribute can be applied), optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute

field options (max quantity of options 100):

<option> value - string, min quantity 1 symbols and max quantity 50 symbols, mandatory value

Choice field
<field type=”radio” name=”string” search=”boolean” value=”string” roleId=”id”/>

Choice (Radio button) field may have following attributes:

type - define if this field is radio type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used for fill in on envelope, unique for document, mandatory attribute
value - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field value used for fill in value on envelope, unique for group name, mandatory attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute

For one group may be created not limited quantity of choices but on envelope only one will be available to chose

A/B (Yes/No) field
<field type=”yesno” name=”string” roleId=”Id” valueYes=”string” valueNo=”string”/>

A/B field may have following attributes:

type - define if this field is yesno type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
valueYes - string, min quantity 1 symbols and max quantity 50 symbols, only one option will be selected on envelope, mandatory value
valueNo - string, min quantity 1 symbols and max quantity 50 symbols, only one option will be selected on envelope, mandatory value

Checkbox field
<field type=”checkbox” name=”string” roleId=”id” search=”boolean” optional=”boolean”/>

Checkbox field may have following attributes:

type - define if this field is checkbox type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute

File field
<field type=”attachment” name=”string” roleId=”id” placeholder=”string” optional=”boolean” attachmentType=”enum”></field>

File field may have following attributes:

type - define if this field is attachment type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
placeholder - string, field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
attachmentType - enum, one of the values [all, file, document, image, archive], defines file types could be uploaded on envelope, mandatory attribute

Supported document types:

all: .pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg, .png, .jpg, .jpeg, .tiff, .tif, .zip, .7z, .rar
file: .pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg
document: .pdf
image: .png, .jpg, .jpeg, .tiff, .tif
archive: .zip, .7z, .rar

Dictionary field
<field type=”select-dictionary” name=”string” placeholder=”string” roleId=”id” optional=”boolean” allow-custom-value=”boolean” search=”boolean” dictionaryUuid=”UUID” columnUuid=”UUID” filterQuery=”string”/>

Dictionary field may have following attributes:

type - define if this field is select-dictionary type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
allow-custom-value - boolean, defines if custom value would be acceptable on envelope, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
dictionaryUuid - UUID of dictionary, mandatory attribute
columnUuid - UUID of dictionary column, which value should be taken as text value, mandatory attribute
filterQuery - string, defines filtered query for dictionary values will be available to chose on envelope, mandatory if dictionary has filtered attribute

Dictionary filter query example:

"{“dictionaryColumnUUID”:{“documentId”:”Id”,”fieldName”:”string”}}"

dictionaryColumnUUID - UUID of dictionary column, column UUID by which dictionary values will be filtered
documentId - id, document id where field by which value data in envelope will be filtered
fieldName - string, name of the field by which value data in envelope will be filtered

"{“dictionaryColumnUUID”:{“roleId”:”Id”}}"

dictionaryColumnUUID - UUID of dictionary column, column UUID by which dictionary values will be filtered
roleId - id, id of the role by which value data in envelope will be filtered

Lookup field
<lookup name=”string” placeholder=”string” optional=”boolean” allow-custom-value=”boolean” search=”boolean” documentId=”Id” relatedTo=”string” columnUuid=”UUID” />

Lookup field may have following attributes:

name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
optional - boolean, defines if field to be filled in optionally or not on envelope, if not set default value false, optional attribute
allow-custom-value - boolean, defines if custom value would be acceptable on envelope, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
documentId - id, document id where dictionary field which will be looked up is located, mandatory attribute
relatedTo - string, name of dictionary to which lookup will be connected, mandatory attribute
columnUuid - UUID of dictionary column, which value should be taken as text value, mandatory attribute

Dynamic table
<table class=”table-stripped” name=”string” autoNumbering=”boolean” iterable=”true” roleId=”id”></table>

Dynamic table field may have following attributes:

class - define if it’s dynamic table table-stripped
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
autoNumbering - boolean, defines if rows would be numbered, default value false if not set, optional attribute
iterable - should be true

Below you can find example of dynamic table with field inside:

<div class="editor-table-field-wrapper">
    <table class="table-stripped" name="string" roleId="id" autoNumbering="boolean" iterable="true">
        <colgroup>
            <col width="325.5px"/>
            <col width="325.5px"/>
        </colgroup>
        <thead>
            <tr>
                <th>
                    <div class="editor-div">Column name</div>
                </th>
                <th>
                    <div class="editor-div">Column name</div>
                </th>
            </tr>
        </thead>
        <tbody>
            <tr iterable="true" name="*">
                <td>
                    <div class="editor-div">
                        <field type="text" name="string" roleId=\"id\"/>
                        <br/>
                    </div>
                </td>
                <td>
                    <div class="editor-div">
                        <br/>
                    </div>
                </td>
            </tr>
        </tbody>
    </table>
</div>

Duplicate field
<duplicate name=”string” documentId=”id” relatedTo=”string” search=”boolean”/>

Duplicate is read-only field with the value of the related field. Duplicate field may have following attributes:

name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
documentId - id, document id where field which should be duplicated is located, mandatory attribute
relatedTo - string, name of the field to which duplicate will be connected, mandatory attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute

Formula field
<formula name=”string” placeholder=”string” search=”boolean” precision=”integer” formatting=”boolean” trailingZeros=”boolean”>value</formula>

Formula is read-only field with the value calculated using EXCEL operations. Formula field may have following attributes:

name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute
precision - integer, defines quantity of decimal numbers allowed, allowed value range from 0 to 7, default value 2, optional attribute
formatting - boolean, defines conversion of field data to on UI to local format set up in User profile, optional attribute
trailingZeros - boolean, defines how to show decimal zeros after field completion, available only with precision value, optional attribute
value is a formula with only one operation

SUPPORTED OPERATIONS: SUM, PRODUCT, SUBTRACT, DIVIDE, COUNTA, MAX, MIN

Example 1: SUM({field1},{doc2::field2}) where

{field1} is a value of field1 from the same document
{doc2::field2} is a value of field2 in document with id ‘doc2’

Example 2: formula SUM({field1}) next to dynamic table where

{field1} ia a field name from the table
all values from all rows will summed up

Autonumber field
<field type=”autonumber” name=”String” roleId=”id” prefix=”string” search=”boolean”/>

Autonumber is read-only field with the value incrementally generated on each new envelope draft with current template version UUID. Autonumber field may have following attributes:

type - define if this field is autonumber type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
roleId - id of the role who should fill field on envelope, mandatory attribute
prefix - string, length from 0 up to 15 symbols, static data which will be used before incremental variable of auto numbering, option attribute
search - boolean, defines if field is searchable on envelope search or not, if not set default value false, optional attribute

Signature field
<field type=”einksign” name=”string” placeholder=”string” roleId=”id”/>

Field value size limited up to 10kb. Field value - base64 encoded png image, size up to 300x300. Signature field may have following attributes:

type - define if this field is einksign type, mandatory attribute
name - string, length from 1 up to 128 symbols, restricted symbols &, “, <, >, field name used to fill in on envelope, unique for document, mandatory attribute
placeholder - field placeholder displayable on template and envelope, length from 0 up to 1024 symbols, if empty on envelope will be displayed field name, optional attribute
roleId - id of the role who should fill field on envelope, mandatory attribute

PDF fields on template¶

You can use almost all fields above with uploaded PDF. List of allowed fields: text, number, currency, date and time, dropdown, choice, a/b, checkbox, dictionary, lookup, duplicate, formula, autonumber, signature.

It is necessary to send additional attributes like coordinates, dimension and the page for such fields:

<field x="69.05625" y="257.61597" width="30.69167" height="7.9375" page="0">

Template dynamic fields¶

PDF fields on template¶

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