Docusign support is very poor and either allows multiple roles or custom fields, but not both

[rsayad]

When using Docusign in pabbly, you can "Create a signature for a template". This allows multiple names, emails, and roles that can be comma separated. But the custom fields do not appear and you have to manually fill them in during the signing of the document.

If you use "Create signature request", you can specify all the fields, but it will only work when you only have one role. You can't use this feature when you have multiple roles.

How do I get both... the ability to use multiple roles, and to map custom fields (tags / text) to the fields that belong to each role?

Please do not tell me to make a curl request. Docusign locked down all api calls and you can't make curl requests anymore without a developer account, integration keys, and following the auth 2 flows.

 

[Preeti Paryani]

Hello @rsayad,

We’ve escalated your request to our technical team, and they are currently reviewing it.

Please allow us some time to investigate further. We will update you as soon as we receive any developments.

Thank you for your patience.

 

[Preeti Paryani]

Hello @rsayad,

We are pleased to inform you that our team has created a new action event named "Create Signature Request with Custom Fields" to fulfill your requirement.

Please try using this new action and let us know how it works for you. We look forward to your feedback.

 

[rsayad]

Thank you. It works well, but I have a problem. When I enter a field like a property address "address1,city,state,zip", pabbly will treat interpret the mapping and split the address into separate roles. There is no way to group it together and say like the seller role property address is "address1,city,state,zip" rather than address1 is role 1, city is role 2, state is role 3, and zip is role 4. Using double quote or single quote does not group the commas separated values into a single role and using escape characters like \ also doesn't work. Please provide a way to group comma separated values together into a single field for a single role.

 

[ArshilAhmad]

We have a workaround related to your concern where we have found a lookalike of a comma symbol which you can use to replace in your string.

Single Low-9 Quotation Mark (‚): This character resembles a comma but is oriented differently.

Please try using this symbol and see if it gives you the desired result.