CODEWITHSUNDEEP
salesforcedocusignapi
srikanth pasupuleti
srikanth pasupuleti

Reputation: 133

Docusign Custom tags - formula tags

We are using Conga Composer to generate and send docs to customer (background mode) by adding DocuSign custom tags as integration parameters in the API call. we would want to add 3 days to the date signed value dynamically but formula tag is not supported in custom tags Documentation. Any thoughts how this can be achieved?

Upvotes: 0

Views: 102

Answers (2)

srikanth pasupuleti
srikanth pasupuleti

Reputation: 133

Docusign confirmed that this is not possible via anchor tags (custom tags).

Upvotes: 0

Praveen Reddy
Praveen Reddy

Reputation: 7393

You will need a formula tag with the formula AddDays([DateSigned],3)

Here is a sample createEnvelope request.

POST /v2/accounts/{accountId}/envelopes

 {
     "emailSubject": "Please sign the agreement with two Date Tabs",
     "status": "sent",
     "recipients": {
         "signers": [
             {
                 "name": "Jane Doe",
                 "email": "[email protected]",
                 "recipientId": "1",
                 "tabs": {
                     "dateSignedTabs": [
                         {
                             "tabLabel": "ImportantDate",
                             "documentId": "1",
                             "pageNumber": "1",
                             "xPosition": "100",
                             "yPosition": "150"
                         }
                     ],
                     "formulaTabs": [
                         {
                             "formula": "AddDays( [ImportantDate],3)",
                             "width": "100",
                             "documentId": "1",
                             "pageNumber": "1",
                             "xPosition": "300",
                             "yPosition": "150"
                         }
                     ]
                 }
             }
         ]
     },
     "documents": [
         {
             "documentId": "1",
             "name": "Contract",
             "fileExtension": "txt",
             "documentBase64": "VGVzdCBEb2N1bWVudA=="
         }
     ]
 }

Upvotes: 1

Related Questions