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Wondering what I am missing or doing wrong here as the value for the tabs are not being set when creating the envelope.
In the JSON code below I am trying to default values for the text tabs for recipient 5.
{
"emailSubject":"Allowance Agreement - AK Anne Klein Footwear - ytd .doc",
"emailBlurb":"DEV - Please complete the Vendor Allowance Agreement required for your Supplier setup with Zappos.com or 6pm.com. \n\n Please reach out to your Vendor Support team member or [email protected] with any questions.",
"status":"sent",
"compositeTemplates":[
{
"compositeTemplateId": "1",
"inlineTemplates":[
{
"sequence":"1",
"documents": [
{
"documentId": "1",
"name": "Allowance Agreement - AK Anne Klein Footwear - ytd .doc.doc"
}
],
"customFields": {
"textCustomFields": [
{
"name": "Node ID",
"required": "true",
"show": "true",
"value": "658824"
}
]
},
"recipients":{
"signers":[
{
"email":"[email protected]",
"name":"v",
"recipientId":1,
"roleName":"Vendor"
},
{
"email":"[email protected]",
"name":"test",
"recipientId":2,
"roleName":"Vendor Support"
},
{
"email":"[email protected]",
"name":"ap",
"recipientId":3,
"roleName":"AP"
},
{
"email":"[email protected]",
"name":"f",
"recipientId":4,
"roleName":"Finance"
},
{
"email":"[email protected]",
"name":"ap",
"recipientId":5,
"roleName":"AP2",
"tabs":{
"textTabs":[
{
"tabLabel":"txtVendorId",
"value":"100023"
},
{
"tabLabel":"txtSupplierName",
"value":"AK Anne Klein Footwear"
},
{
"tabLabel":"txtSupplierId",
"value":"253"
}
]
}}
]
}
}
],
"serverTemplates":[
{
"sequence":"2",
"templateId":"A3B4F6BB-639A-486F-8C84-826295142F21"
}
]
}
]
}
When I look at the envelope tabs here is what I get for the 5th recipient:
"textTabs": [
{
"height": 22,
"isPaymentAmount": "false",
"validationPattern": "",
"shared": "false",
"requireInitialOnSharedChange": "false",
"requireAll": "false",
"name": "Text",
"value": "",
"width": 300,
"required": "true",
"locked": "false",
"concealValueOnDocument": "false",
"disableAutoSize": "false",
"tabLabel": "txtVendorId",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "1",
"recipientId": "5",
"pageNumber": "2",
"xPosition": "217",
"yPosition": "651",
"tabId": "2179efb5-9f59-4bb7-895e-da868fba9919"
},
{
"height": 22,
"isPaymentAmount": "false",
"validationPattern": "",
"shared": "false",
"requireInitialOnSharedChange": "false",
"requireAll": "false",
"name": "Text",
"value": "",
"width": 342,
"required": "true",
"locked": "false",
"concealValueOnDocument": "false",
"disableAutoSize": "false",
"tabLabel": "txtSupplierName",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "1",
"recipientId": "5",
"pageNumber": "2",
"xPosition": "172",
"yPosition": "670",
"tabId": "2c6e59b1-6a4f-4f5f-a873-33398c78e408"
},
{
"height": 22,
"isPaymentAmount": "false",
"validationPattern": "",
"shared": "false",
"requireInitialOnSharedChange": "false",
"requireAll": "false",
"name": "Text",
"value": "",
"width": 354,
"required": "true",
"locked": "false",
"concealValueOnDocument": "false",
"disableAutoSize": "false",
"tabLabel": "txtSupplierId",
"font": "lucidaconsole",
"fontColor": "black",
"fontSize": "size9",
"documentId": "1",
"recipientId": "5",
"pageNumber": "2",
"xPosition": "172",
"yPosition": "690",
"tabId": "614eb20b-5536-45db-b64a-84a475cdc44d"
}
]
* EDIT * adding final part of envelopes tabs and screen captures of recipients and one tab...
},
"isBulkRecipient": "false",
"name": "ap",
"email": "[email protected]",
"recipientId": "5",
"recipientIdGuid": "77e255d8-a6d6-47a8-98ee-0f3829631d76",
"requireIdLookup": "false",
"userId": "8d7f443b-7adf-4cfa-8368-296aee88e959",
"routingOrder": "5",
"roleName": "AP2",
"status": "created",
"totalTabCount": "5"
}
* Workaround *
Since I was not able to set the tab values at creation time I tried the following:
Tried to create a PUT request to update the tabs using the uri for the tab for the recipient /envelopeid/recipients/5/tabs and passing the JSON for the text tabs as.
{ "textTabs":[ { "tabLabel": "txtVendorId", "value":"123" } ] }
Passing the JSON above I would get a response that the tab was not found on the envelope
{
"requireAll": "false",
"concealValueOnDocument": "false",
"disableAutoSize": "false",
"recipientId": "5",
"tabId": "00000000-0000-0000-0000-000000000000",
"errorDetails": {
"errorCode": "INVALID_TAB_OPERATION",
"message": "The Tab specified is not valid for the requested operation. The Tab specified is not valid for the requested operation. Tab not found in envelope."
}
By calling /envelopeid/recipients/5/tabs with the tabId in the JSON instead like
{
"textTabs":[
{
"tabId": "57135910-fe34-417d-a4e3-fc7d6c4a42ed",
"value":"123"
}
]
}
Then the field value got updated correctly.
In conclusion, for my workaround will need three calls to DocuSign to be able to set the default values for this recipient:
396
asked Jan 26 '26 00:01
Are you positive you are correctly matching your recipients to valid roles you've configured on the Template?
For instance, I see that for recipient #5 you are assigning them to the "AP2" role, does that exact role exist in your template when you login to the website and view the template?
123
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