Docusign EnvelopeCustomFields API

The EnvelopeCustomFields resource provides methods that allow you manage custom fields in an envelope. Custom fields can be used 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. With a list custom field, the sender selects the value of the field from a pre-made list.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-envelopecustomfields-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands EnvelopeCustomFields 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: EnvelopeCustomFields
  description: "The EnvelopeCustomFields resource provides methods that allow you manage custom fields in an envelope. \n\nCustom fields can be used 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.\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. With a list custom field, the sender selects the value of the field from a pre-made list."
paths:
  /v2/accounts/{accountId}/envelopes/{envelopeId}/custom_fields:
    get:
      tags:
      - EnvelopeCustomFields
      summary: Docusign Gets the custom field information for the specified envelope.
      description: 'Retrieves the custom field information for the specified envelope. 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. With a list custom field, the sender selects the value of the field from a pre-made list.'
      operationId: CustomFields_GetCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/customFieldsEnvelope'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: listCustomFields
      x-ds-method: list
      x-ds-service: Envelopes
      x-ds-in-sdk: true
    put:
      tags:
      - EnvelopeCustomFields
      summary: Docusign Updates envelope custom fields in an envelope.
      description: 'Updates the envelope custom fields in draft and in-process envelopes.


        Each custom field used in an envelope must have a unique name.

        '
      operationId: CustomFields_PutCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EnvelopeCustomFields'
          application/xml:
            schema:
              $ref: '#/components/schemas/EnvelopeCustomFields'
        required: false
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/EnvelopeCustomFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: updateCustomFields
      x-ds-method: update
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-codegen-request-body-name: EnvelopeCustomFields
    post:
      tags:
      - EnvelopeCustomFields
      summary: Docusign Updates envelope custom fields for an envelope.
      description: 'Updates the envelope custom fields for draft and in-process envelopes.


        Each custom field used in an envelope must have a unique name.'
      operationId: CustomFields_PostCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EnvelopeCustomFields'
          application/xml:
            schema:
              $ref: '#/components/schemas/EnvelopeCustomFields'
        required: false
      responses:
        '201':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/EnvelopeCustomFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: createCustomFields
      x-ds-method: create
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-codegen-request-body-name: EnvelopeCustomFields
    delete:
      tags:
      - EnvelopeCustomFields
      summary: Docusign Deletes envelope custom fields for draft and in-process envelopes.
      description: Deletes envelope custom fields for draft and in-process envelopes.
      operationId: CustomFields_DeleteCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EnvelopeCustomFields'
          application/xml:
            schema:
              $ref: '#/components/schemas/EnvelopeCustomFields'
        required: false
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/EnvelopeCustomFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: deleteCustomFields
      x-ds-method: delete
      x-ds-service: Envelopes
      x-ds-in-sdk: true
      x-codegen-request-body-name: EnvelopeCustomFields
components:
  schemas:
    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: ''
    customFieldsEnvelope:
      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: ''
      x-ds-definition-name: customFieldsEnvelope
      x-ms-summary: ''
    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: ''
    EnvelopeCustomFields:
      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: Envelope custom fields
      x-ds-definition-name: customFields
      x-ds-category: Envelopes
      x-ds-order: '70'
      x-ms-summary: Envelope custom fields
  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'