Docusign TemplateCustomFields API

The TemplateCustomFields resource provides methods that allow you manage custom fields in an template. Custom fields can be used in the templates for your account to record information about the template, help search for templates and track information. The template custom fields are shown in the Template Settings section when a user is creating an template in the DocuSign member console. The template custom fields are not seen by the template recipients. There are two types of template 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-templatecustomfields-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands TemplateCustomFields 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: TemplateCustomFields
  description: "The TemplateCustomFields resource provides methods that allow you manage custom fields in an template. \n\nCustom fields can be used in the templates for your account to record information about the template, help search for templates and track information. The template custom fields are shown in the Template Settings section when a user is creating an template in the DocuSign member console. The template custom fields are not seen by the template recipients.\n\nThere are two types of template 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}/templates/{templateId}/custom_fields:
    get:
      tags:
      - TemplateCustomFields
      summary: Docusign Gets the custom document fields from a template.
      description: Retrieves the custom document field information from an existing template.
      operationId: CustomFields_GetTemplateCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: templateId
        in: path
        description: The ID of the template being accessed.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/customFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: listCustomFields
      x-ds-method: list
      x-ds-service: Templates
      x-ds-in-sdk: true
    put:
      tags:
      - TemplateCustomFields
      summary: Docusign Updates envelope custom fields in a template.
      description: 'Updates the custom fields in a template.


        Each custom field used in a template must have a unique name.'
      operationId: CustomFields_PutTemplateCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: templateId
        in: path
        description: The ID of the template being accessed.
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/templateCustomFields'
          application/xml:
            schema:
              $ref: '#/components/schemas/templateCustomFields'
        required: false
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/customFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: updateCustomFields
      x-ds-method: update
      x-ds-service: Templates
      x-ds-in-sdk: true
      x-codegen-request-body-name: templateCustomFields
    post:
      tags:
      - TemplateCustomFields
      summary: Docusign Creates custom document fields in an existing template document.
      description: Creates custom document fields in an existing template document.
      operationId: CustomFields_PostTemplateCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: templateId
        in: path
        description: The ID of the template being accessed.
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/templateCustomFields'
          application/xml:
            schema:
              $ref: '#/components/schemas/templateCustomFields'
        required: false
      responses:
        '201':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/customFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: createCustomFields
      x-ds-method: create
      x-ds-service: Templates
      x-ds-in-sdk: true
      x-codegen-request-body-name: templateCustomFields
    delete:
      tags:
      - TemplateCustomFields
      summary: Docusign Deletes envelope custom fields in a template.
      description: Deletes envelope custom fields in a template.
      operationId: CustomFields_DeleteTemplateCustomFields
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: templateId
        in: path
        description: The ID of the template being accessed.
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/templateCustomFields'
          application/xml:
            schema:
              $ref: '#/components/schemas/templateCustomFields'
        required: false
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/customFields'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: deleteCustomFields
      x-ds-method: delete
      x-ds-service: Templates
      x-ds-in-sdk: true
      x-codegen-request-body-name: templateCustomFields
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: ''
    customFields:
      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: customFields
      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: ''
    templateCustomFields:
      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: templateCustomFields
      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'