Updates the envelope custom fields in draft and in-process envelopes.

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

Request

HTTP request

PUT /v2.1/accounts/{accountId}/envelopes/{envelopeId}/custom_fields

Parameters

Parameter NameValueDescription
Path Parameters
accountIdstring

The external account number (int) or account ID GUID.

envelopeIdstring

The envelope's GUID.

Example: 93be49ab-afa0-4adf-933c-f752070d71ec

Responses

CodeDescriptionReference
200

Successful response.

EnvelopeCustomFields
400

Error encountered.

errorDetails

SDK Method

Envelopes::updateCustomFields

Definitions

errorDetails

This object describes errors that occur. It is only valid for responses and ignored in requests.

errorCodestring

The code associated with the error condition.

messagestring

A brief message describing the error condition.

listCustomField

This object represents a custom field that accepts a list.

configurationTypestring

If merge fields are being used, specifies the type of the merge field. The only supported value is salesforce.

errorDetailserrorDetails

This object describes errors that occur. It is only valid for responses and ignored in requests.

fieldIdstring

The id of the custom field.

listItems[array]

An array of strings that represent the items in a list.

namestring

The name of the list custom field.

requiredstring

When set to true, the signer is required to fill out the custom field.

showstring

When set to true, the custom field displays at the top of the certificate of completion.

valuestring

The value of the custom field.

Maximum Length: 100 characters.

textCustomField

This object represents a custom field that accepts text.

configurationTypestring

If merge fields are being used, specifies the type of the merge field. The only supported value is salesforce.

errorDetailserrorDetails

This object describes errors that occur. It is only valid for responses and ignored in requests.

fieldIdstring

The id of the custom field.

namestring

The name of the text custom field.

requiredstring

When set to true, the signer is required to fill out this tab.

showstring

When set to true, the custom field displays at the top of the certificate of completion.

valuestring

The button text that displays on the custom field in the document.

EnvelopeCustomFields

An envelope custom field enables you to collect custom data about envelopes on a per-envelope basis. You can then use the custom data for sorting, organizing, searching, and other downstream processes. For example, you can use custom fields to copy envelopes or data to multiple areas in Salesforce. eOriginal customers can eVault their documents from the web app on a per-envelope basis by setting an envelope custom field with a name like "eVault with eOriginal?" to "Yes" or "No".

When a user creates an envelope, the envelope custom fields display in the Envelope Settings section of the DocuSign console. Envelope recipients do not see the envelope custom fields.

There are two types of envelope custom fields:

  • text: Enables the sender to enter the value for the field.
  • list: Enables the sender to select the value of the field from a predetermined list.

listCustomFields[listCustomField]

An array of list custom fields.

textCustomFields[textCustomField]

An array of text custom fields.

Examples

Generic JSON Request/Response

Request
{
  "textCustomFields": [
    {
      "fieldId": "sample string 1",
      "name": "sample string 2",
      "show": "sample string 3",
      "required": "sample string 4",
      "value": "sample string 5",
      "configurationType": "sample string 6"
    }
  ],
  "listCustomFields": [
    {
      "listItems": [
        "sample string 1"
      ],
      "fieldId": "sample string 1",
      "name": "sample string 2",
      "show": "sample string 3",
      "required": "sample string 4",
      "value": "sample string 5",
      "configurationType": "sample string 6"
    }
  ]
}
Response
{
  "textCustomFields": [
    {
      "fieldId": "sample string 1",
      "name": "sample string 2",
      "show": "sample string 3",
      "required": "sample string 4",
      "value": "sample string 5",
      "configurationType": "sample string 6",
      "errorDetails": {
        "errorCode": "sample string 1",
        "message": "sample string 2"
      }
    }
  ],
  "listCustomFields": [
    {
      "listItems": [
        "sample string 1"
      ],
      "fieldId": "sample string 1",
      "name": "sample string 2",
      "show": "sample string 3",
      "required": "sample string 4",
      "value": "sample string 5",
      "configurationType": "sample string 6",
      "errorDetails": {
        "errorCode": "SUCCESS",
        "message": ""
      }
    }
  ]
}
Generic XML Request/Response

Request
<customFields xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.com/restapi">
  <listCustomFields>
    <listCustomField>
      <configurationType>sample string 6</configurationType>
      <fieldId>sample string 1</fieldId>
      <name>sample string 2</name>
      <required>sample string 4</required>
      <show>sample string 3</show>
      <value>sample string 5</value>
      <listItems xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:string>sample string 1</d4p1:string>
      </listItems>
    </listCustomField>
  </listCustomFields>
  <textCustomFields>
    <textCustomField>
      <configurationType>sample string 6</configurationType>
      <fieldId>sample string 1</fieldId>
      <name>sample string 2</name>
      <required>sample string 4</required>
      <show>sample string 3</show>
      <value>sample string 5</value>
    </textCustomField>
  </textCustomFields>
</customFields> 
Response
<customFields xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.docusign.com/restapi">
  <listCustomFields>
    <listCustomField>
      <configurationType>sample string 6</configurationType>
      <errorDetails>
        <errorCode>SUCCESS</errorCode>
        <message></message>
      </errorDetails>
      <fieldId>sample string 1</fieldId>
      <name>sample string 2</name>
      <required>sample string 4</required>
      <show>sample string 3</show>
      <value>sample string 5</value>
      <listItems xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:string>sample string 1</d4p1:string>
      </listItems>
    </listCustomField>
  </listCustomFields>
  <textCustomFields>
    <textCustomField>
      <configurationType>sample string 6</configurationType>
      <errorDetails>
        <errorCode>sample string 1</errorCode>
        <message>sample string 2</message>
      </errorDetails>
      <fieldId>sample string 1</fieldId>
      <name>sample string 2</name>
      <required>sample string 4</required>
      <show>sample string 3</show>
      <value>sample string 5</value>
    </textCustomField>
  </textCustomFields>
</customFields> 
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