Docusign AccountCustomFields API

The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account. These fields can be used with your account's envelopes to record information about the envelopes. The fields can be searched to find matching envelopes and track information. The envelope custom fields are shown in the DocuSign member console's Envelope Settings section when a user creates an envelope. The envelope custom fields are not seen by envelope recipients. There are two types of envelope custom fields, text and list. A text custom field lets the sender enter the value for the field. The list custom field lets the sender select the value of the field from a pre-determined list.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-accountcustomfields-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands AccountCustomFields API
  description: An API for an organization administrator to manage organizations, accounts and users
  termsOfService: https://www.docusign.com/company/terms-and-conditions/developers
  contact:
    name: DocuSign Developer Center
    url: https://developers.docusign.com
    email: devcenter@docusign.com
  version: v2.1
servers:
- url: https://api.docusign.net/Management
tags:
- name: AccountCustomFields
  description: "The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.\n\nThese fields can be used with your account's envelopes to record information about the envelopes. The fields can be searched to find matching envelopes and track information. \n\nThe envelope custom fields are shown in the DocuSign member console's Envelope Settings section when a user creates an envelope. The envelope custom fields are not seen by envelope recipients.\n\nThere are two types of envelope custom fields, text and list. A text custom field lets the sender enter the value for the field. The list custom field lets the sender select the value of the field from a pre-determined list."
paths:
  /v2/accounts/{accountId}/custom_fields:
    get:
      tags:
      - AccountCustomFields
      summary: Docusign Gets a list of custom fields associated with the account.
      description: 'Retrieves a list of envelope custom fields associated with the account. You can use these fields in the envelopes for your account to record information about the envelope, help search for envelopes and track information. The envelope custom fields are shown in the Envelope Settings section when a user is creating an envelope in the DocuSign member console. The envelope custom fields are not seen by the envelope recipients.


        There are two types of envelope custom fields, text, and list. A text custom field lets the sender enter the value for the field. The list custom field lets the sender select the value of the field from a list you provide.'
      operationId: AccountCustomFields_GetAccountCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/AccountCustomFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: listCustomFields
      x-ds-method: list
      x-ds-service: Accounts
      x-ds-in-sdk: true
    post:
      tags:
      - AccountCustomFields
      summary: Docusign Creates an acount custom field.
      operationId: AccountCustomFields_PostAccountCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: apply_to_templates
        in: query
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/customField'
          application/xml:
            schema:
              $ref: '#/components/schemas/customField'
        required: false
      responses:
        '201':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/AccountCustomFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: createCustomField
      x-ds-method: create
      x-ds-service: Accounts
      x-ds-in-sdk: true
      x-codegen-request-body-name: customField
  /v2/accounts/{accountId}/custom_fields/{customFieldId}:
    put:
      tags:
      - AccountCustomFields
      summary: Docusign Updates an existing account custom field.
      operationId: AccountCustomFields_PutAccountCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: customFieldId
        in: path
        required: true
        schema:
          type: string
      - name: apply_to_templates
        in: query
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/customField'
          application/xml:
            schema:
              $ref: '#/components/schemas/customField'
        required: false
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/AccountCustomFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: updateCustomField
      x-ds-method: update
      x-ds-service: Accounts
      x-ds-in-sdk: true
      x-codegen-request-body-name: customField
    delete:
      tags:
      - AccountCustomFields
      summary: Docusign Delete an existing account custom field.
      operationId: AccountCustomFields_DeleteAccountCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: customFieldId
        in: path
        required: true
        schema:
          type: string
      - name: apply_to_templates
        in: query
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content: {}
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: deleteCustomField
      x-ds-method: delete
      x-ds-service: Accounts
      x-ds-in-sdk: true
components:
  schemas:
    customField:
      type: object
      properties:
        customFieldType:
          type: string
          description: ''
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        fieldId:
          type: string
          description: An ID used to specify a custom field.
        listItems:
          type: array
          description: ''
          items:
            type: string
        name:
          type: string
          description: ''
        required:
          type: string
          description: When set to **true**, the signer is required to fill out this tab
        show:
          type: string
          description: 'A boolean indicating if the value should be displayed.  If this value is set to **true**, the custom field is displayed at the top of the certificate of completion. If this value is left blank/ or set to **false**, then it does not appear in the certificate of completion. '
        value:
          type: string
          description: 'Specifies the value of the tab. '
      description: ''
      x-ds-definition-name: customField
      x-ms-summary: ''
    textCustomField:
      type: object
      properties:
        configurationType:
          type: string
          description: If merge field's are being used, specifies the type of the merge field. The only  supported value is **salesforce**.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        fieldId:
          type: string
          description: An ID used to specify a custom field.
        name:
          type: string
          description: The name of the custom field.
        required:
          type: string
          description: When set to **true**, the signer is required to fill out this tab
        show:
          type: string
          description: 'A boolean indicating if the value should be displayed.  If this value is set to **true**, the custom field is displayed at the top of the certificate of completion. If this value is left blank/ or set to **false**, then it does not appear in the certificate of completion. '
        value:
          type: string
          description: The value of the custom field.
      description: ''
      x-ds-definition-name: textCustomField
      x-ms-summary: ''
    AccountCustomFields:
      type: object
      properties:
        listCustomFields:
          type: array
          description: An array of list custom fields.
          items:
            $ref: '#/components/schemas/listCustomField'
        textCustomFields:
          type: array
          description: An array of text custom fields.
          items:
            $ref: '#/components/schemas/textCustomField'
      description: Custom Fields
      x-ds-definition-name: customFields
      x-ds-category: Accounts
      x-ds-order: '30'
      x-ms-summary: Custom Fields
    errorDetails:
      type: object
      properties:
        errorCode:
          type: string
          description: An error code associated with the error.
        message:
          type: string
          description: A short error message.
      description: This object describes errors that occur. It is only valid for responses, and ignored in requests.
      x-ds-definition-name: errorDetails
      x-ms-summary: This object describes errors that occur. It is only valid for responses, and ignored in requests.
    listCustomField:
      type: object
      properties:
        configurationType:
          type: string
          description: If merge field's are being used, specifies the type of the merge field. The only  supported value is **salesforce**.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        fieldId:
          type: string
          description: An ID used to specify a custom field.
        listItems:
          type: array
          description: ''
          items:
            type: string
        name:
          type: string
          description: The name of the custom field.
        required:
          type: string
          description: When set to **true**, the signer is required to fill out this tab
        show:
          type: string
          description: 'A boolean indicating if the value should be displayed.  If this value is set to **true**, the custom field is displayed at the top of the certificate of completion. If this value is left blank/ or set to **false**, then it does not appear in the certificate of completion. '
        value:
          type: string
          description: 'The value of the custom field.


            Maximum Length: 100 characters.'
      description: ''
      x-ds-definition-name: listCustomField
      x-ms-summary: ''
  securitySchemes:
    accessCode:
      type: oauth2
      description: OAuth2 Access code Grant
      flows:
        authorizationCode:
          authorizationUrl: https://account.docusign.com/oauth/auth
          tokenUrl: https://account.docusign.com/oauth/auth
          scopes:
            organization_read: ''
            permission_read: ''
            group_read: ''
            user_read: ''
            account_read: ''
            account_write: ''
            user_write: ''
            identity_provider_read: ''
            domain_read: ''
x-ds-categories:
- name: UserManagement
  summary: Methods to manage users in an account.
  description: Methods to manage users in an account.
- name: BulkOperations
  summary: Methods to import and export users and accounts.
  description: Methods to import and export users and accounts.
- name: IdentityProviders
  summary: Methods to get a list of identity providers.
  description: Methods to get a list of identity providers.
- name: ReservedDomains
  summary: Methods to get a list of reserved domains.
  description: Methods to get a list of reserved domains.
- name: Organization
  summary: Methods for working with organizations.
  description: Methods for working with organizations.
x-original-swagger-version: '2.0'