Reputation: 37
I am using composite templates with server templates and would like to know the template id that was used to generate the document in the payload that gets sent to the webhook? Is that possible?
Our setup looks similar to this (not complete):
{
"compositeTemplates":[
{
"compositeTemplateId":"888cec02d-47a1-49df-be44-948e8f42383a",
"inlineTemplates":[
{
"recipients":{
"signers":[
{
"clientUserId":"bjangles",
"email":"[email protected]",
"name":"Bo Jangles",
"recipientId":"298463583",
"roleName":"Signer1"
}
]
},
"sequence":"3"
}
],
"serverTemplates":[
{
"sequence":"2",
"templateId":"888cec02d-47a1-49df-be44-948e8f42383a"
}
]
},
{
"compositeTemplateId":"999cec02d-47a1-49df-be44-948e8f42383a",
"inlineTemplates":[
{
"sequence":"3"
}
],
"serverTemplates":[
{
"sequence":"4",
"templateId":"999cec02d-47a1-49df-be44-948e8f42383a"
}
]
}
]
}
In the DocumentStatus Node sent to us in the XML payload from DocuSign
<DocumentStatuses>
<DocumentStatus>
<ID>1</ID>
<Name>Test.pdf</Name>
<TemplateName>Test 1</TemplateName>
<Sequence>1</Sequence>
</DocumentStatus>
<DocumentStatus>
<ID>2</ID>
<Name>Test.pdf</Name>
<TemplateName>Test 2</TemplateName>
<Sequence>2</Sequence>
</DocumentStatus>
</DocumentStatuses>
I can see the Template Name that was used but I would like to have the template Id as well. We have that as a business key in our database for tracking what was actually signed.
Thanks!
Upvotes: 1
Views: 185
Reputation: 49114
Including the template Id in the Connect notification messages is on the product roadmap. But that's the future (no schedule yet for that issue).
Amit's solution is the right way to go in the meantime. You'll need to compare the template names between the method's response data and the notification message. It's a bother but works fine. Just make sure the templates have unique names!
Upvotes: 0
Reputation: 6818
You need to make below API call to know the templateId used to create an envelope:
GET /v2/accounts/{accountId}/envelopes/{envelopeId}/templates
Detail documentation is available here
Upvotes: 1