CODEWITHSUNDEEP
docusignapi
Saumini Navaratnam
Saumini Navaratnam

Reputation: 8850

DocuSign custom merge field in email resource file

Email resource file

Is it possible to use custom merge fields in the email resource file?

I did setting custom field in envelope definition when creating an envelope. 

$tc = new TextCustomField();
$tc->setName('PreparedBy');
$tc->setValue(Auth::user()->name);

$customFields = new CustomFields();
$customFields->setTextCustomFields([$tc]);

$envelopDefinition->setCustomFields($customFields);

Then referred as [[Conditional:PreparedBy]]Document Prepared By : [[Data:PreparedBy]] in email resource file, but didn't work.

Any help ?

Note: There is already a question posted long time back and not answered. Posting a new to draw attention.

Upvotes: 0

Views: 329

Answers (1)

Drew
Drew

Reputation: 5029

The previous answer is correct:

Unfortunately there is not a way to leverage custom merge fields in this manner, even if the metadata is stored as recipient custom field data.

This is true of both Recipient Custom Fields and of Envelope Custom Fields.

If you need to define a custom email message, the EmailBlurb parameter can be used in the envelope creation call.

Upvotes: 1

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