The next configuration shows you a complete configuration in REST (JSON). Code Block |
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| {
"TemplateId": "string",
"EnvelopeOverrideOptions": {
"Recipients": [
{
"RecipientId": "string",
"OrderIndex": 0,
"Email": "string",
"Recipient": {
"Email": "string",
"FirstName": "string",
"LastName": "string",
"LanguageCode": "string",
"EmailBodyExtra": "string",
"DisableEmail": false,
"AddAndroidAppLink": false,
"AddIosAppLink": false,
"AddWindowsAppLink": false,
"AllowDelegation": true,
"SkipExternalDataValidation": false,
"AuthenticationMethods": [
{
"Method": "Pin",
"Parameter": "string",
"Filters": [
{
"CompareOperation": "Equals",
"FilterId": "string",
"FilterValue": "string"
}
]
}
],
"DisposableCertificateData": {
"CountryResidence": "string",
"IdentificationCountry": "string",
"IdentificationType": 1,
"PhoneMobile": "string",
"DocumentType": "CI",
"DocumentIssuedBy": "string",
"DocumentIssuedOn": "2019-10-21T07:07:19.513Z",
"DocumentExpiryDate": "2019-10-21T07:07:19.513Z",
"SerialNumber": "string",
"DocumentNumber": "string",
"OverrideHolderInCaseOfMismatch": true
},
"SwissComCertificateData": {
"PhoneNumber": "string",
"MobileId": "string",
"Parameters": [
{
"Key": "string",
"Value": "string"
}
]
},
"RemoteCertificateData": {
"UserId": "string",
"DeviceId": "string"
},
"OtpData": {
"PhoneMobile": "string"
},
"Pkcs7SignerData": {
"AllowedPkcs7SignatureTypes": [
"LocalCertificate"
]
}
}
}
],
"AddFormFields": {
"Forms": {
"additionalProp1": [
{
"Name": "string",
"ReadOnly": false,
"Required": false,
"X": 0,
"Y": 0,
"Width": 0,
"Height": 0,
"Page": 0,
"DiscriminatorType": "string"
}
],
"additionalProp2": [
{
"Name": "string",
"ReadOnly": false,
"Required": false,
"X": 0,
"Y": 0,
"Width": 0,
"Height": 0,
"Page": 0,
"DiscriminatorType": "string"
}
],
"additionalProp3": [
{
"Name": "string",
"ReadOnly": false,
"Required": false,
"X": 0,
"Y": 0,
"Width": 0,
"Height": 0,
"Page": 0,
"DiscriminatorType": "string"
}
]
}
},
"OverrideFormFieldValues": {
"Forms": {
"additionalProp1": [
{
"Name": "string",
"DiscriminatorType": "string"
}
],
"additionalProp2": [
{
"Name": "string",
"DiscriminatorType": "string"
}
],
"additionalProp3": [
{
"Name": "string",
"DiscriminatorType": "string"
}
]
}
},
"Name": "string",
"EmailSubject": "string",
"EmailBody": "string",
"EnableReminders": true,
"FirstReminderDayAmount": 0,
"RecurrentReminderDayAmount": 0,
"BeforeExpirationDayAmount": 0,
"DaysUntilExpire": 0,
"CallbackUrl": "string",
"StatusUpdateCallbackUrl": "string",
"WorkstepEventCallback": {
"Url": "string",
"Blacklist": [
"string"
],
"WhiteList": [
"string"
]
},
"MetaDataXml": "string"
}
} |
In the configuration for sending an envelope from a template you can find the following section: Code Block |
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| "OverrideFormFieldValues": {
"Forms": {
}
}, |
There you can override form fields. To override a form field for example a Checkbox or a Radiobutton the following steps are necessary: - Create a template
- Get the envelope (/envelope/{##envelopeID##}
- Copy the name of the form field
- Override the form field
Override CheckboxIn this section you can find a description and a sample of how to override a given checkbox from the template which is checked and try to override the value that the checkbox is not checked. With the get envelope api call you get the workstep configuration of the template. In this configuration you can find the form fields which are placed on the template. Please see the next sample: Code Block |
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| "Documents": [
{
"PageSizesInPoints": [
{
"Height": 792.0,
"Width": 612.0
}
],
"DocRefNumber": 1,
"FileName": "Test.pdf",
"FormFields": [
{
"Name": "CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982",
"Values": [
{
"Key": "",
"Value": "true"
}
]
}
]
}
], |
In the section “Documents”:[ you can find all form fields which are placed on the template. In this sample there is only one form field with the name: CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982 For the next step we need the send envelope from template configuration and the name of the form field which we want to override. In the next section you can find a sample where the checkbox gets overridden. Code Block |
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| {
"TemplateId": "##TEMPLATE##",
"EnvelopeOverrideOptions": {
"Recipients": [
{
"RecipientId": "##RECIPIENT##",
"OrderIndex": 1,
"Email": "##EMAIL##",
"Recipient": {
"Email": "##EMAIL##",
"FirstName": "##NAME##",
"LastName": "##NAME##",
"LanguageCode": "en",
"EmailBodyExtra": "string",
"OtpData": {
"PhoneMobile": "string"
},
"Pkcs7SignerData": {
"AllowedPkcs7SignatureTypes": [
"LocalCertificate"
]
}
}
}
],
"AddFormFields": {
"Forms": {
}
},
"OverrideFormFieldValues": {
"Forms": {
"1": [{
"DiscriminatorType" : "FillCheckBoxFormDescriptor",
"Name": "CheckBox_bfa536d5-a360-1924-8adf-c6918ce4f982",
"IsChecked": "false"
}
]
}
},
"Name": "TEST",
"EmailSubject": "##Subject##",
"EmailBody": "string",
"EnableReminders": true,
"FirstReminderDayAmount": 2,
"RecurrentReminderDayAmount": 1,
"BeforeExpirationDayAmount": 1,
"DaysUntilExpire": 25,
"CallbackUrl": "string",
"StatusUpdateCallbackUrl": "string",
"MetaDataXml": "string"
}
} |
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