Sender Text Field NOT READ-ONLY for Signer

Hi @Moo ,

Let’s try to be a bit more constructive so we can help figure this out.

I’ve just tested your claim for the free text field set for the sender, and the signer can’t change it.

Can you elaborate the steps to replicate the behavior you are describing?

I’ve also tried the radio button, selecting one then another and I don’t find any strange behavior.

Can you also elaborate on this?

ps: just tried with the drop option and it seems fine too

Here is my template

{
    "id": "71aaec3e-8c6a-4b36-9bc6-3b620c511662",
    "name": "EmptyDoc.pdf",
    "email_message": "Please sign this document.\n\nKind regards,\n\nRui Barbosa (@gmail.com)",
    "email_subject": "Rui Barbosa (@gmail.com) has requested your signature on a document",
    "parent_folder": {
        "id": "157064745449",
        "etag": "0",
        "type": "folder",
        "sequence_id": "0",
        "name": "My Sign Requests"
    },
    "auto_expire_days": null,
    "source_files": [
        {
            "id": "1258030473587",
            "etag": "0",
            "type": "file",
            "sequence_id": "0",
            "sha1": "af54ff7bf07b546f81275d9612b1488db02a258b",
            "file_version": {
                "id": "1374530299187",
                "type": "file_version",
                "sha1": "af54ff7bf07b546f81275d9612b1488db02a258b"
            }
        }
    ],
    "are_email_settings_locked": false,
    "are_fields_locked": false,
    "are_files_locked": false,
    "are_options_locked": false,
    "are_recipients_locked": false,
    "signers": [
        {
            "email": "",
            "label": "",
            "public_id": "19Y6RLY1",
            "role": "signer",
            "is_in_person": false,
            "order": 1,
            "inputs": [
                {
                    "document_tag_id": null,
                    "id": "1b3c4245-eaaf-4c61-8b47-257c2bdeeb55",
                    "type": "text",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.111168135307992,
                        "y": 0.32198895253724913
                    },
                    "dimensions": {
                        "width": 0.26193947523517475,
                        "height": 0.05479322766902603
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "584c9c96-cb11-49bc-b636-377f0829b8db",
                    "content_type": "text",
                    "dropdown_choices": null,
                    "group_id": null,
                    "label": "FreeText"
                }
            ]
        },
        {
            "email": "",
            "label": "",
            "public_id": "4KYL8ZP4",
            "role": "signer",
            "is_in_person": false,
            "order": 1,
            "inputs": [
                {
                    "document_tag_id": null,
                    "id": "e6ab4503-bcba-4652-a06f-45c4e06bf119",
                    "type": "radio",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.574596602837507,
                        "y": 0.32418021093223476
                    },
                    "dimensions": {
                        "width": 0.05354624055712936,
                        "height": 0.04144502737226275
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "584c9c96-cb11-49bc-b636-377f0829b8db",
                    "content_type": "radio",
                    "dropdown_choices": null,
                    "group_id": "073d1d64-e8f1-47ce-84f3-80db964e8229",
                    "label": "Option 1"
                },
                {
                    "document_tag_id": null,
                    "id": "48691a13-dd98-4ac9-8586-deedfd0857c1",
                    "type": "radio",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.573848878394333,
                        "y": 0.3752651385562778
                    },
                    "dimensions": {
                        "width": 0.05237603305785124,
                        "height": 0.04047211768730756
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "584c9c96-cb11-49bc-b636-377f0829b8db",
                    "content_type": "radio",
                    "dropdown_choices": null,
                    "group_id": "073d1d64-e8f1-47ce-84f3-80db964e8229",
                    "label": "Option 2"
                },
                {
                    "document_tag_id": null,
                    "id": "8fe4972b-7526-4398-b1af-123667270b04",
                    "type": "radio",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.5759002361275088,
                        "y": 0.42528224426958605
                    },
                    "dimensions": {
                        "width": 0.05237603305785124,
                        "height": 0.04047211768730756
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "584c9c96-cb11-49bc-b636-377f0829b8db",
                    "content_type": "radio",
                    "dropdown_choices": null,
                    "group_id": "073d1d64-e8f1-47ce-84f3-80db964e8229",
                    "label": "Option 3"
                },
                {
                    "document_tag_id": null,
                    "id": "44b81f26-1a3e-4a56-8eed-79405483ea2c",
                    "type": "signature",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.116846014106442,
                        "y": 0.4545996384783957
                    },
                    "dimensions": {
                        "width": 0.26193947523517475,
                        "height": 0.05313302834597171
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "584c9c96-cb11-49bc-b636-377f0829b8db",
                    "content_type": "signature",
                    "dropdown_choices": null,
                    "group_id": null,
                    "label": null
                },
                {
                    "document_tag_id": null,
                    "id": "3b11e8d5-72e5-44c9-a0a1-09099ce561e1",
                    "type": "dropdown",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.124416519171043,
                        "y": 0.5676908177209333
                    },
                    "dimensions": {
                        "width": 0.26193947523517475,
                        "height": 0.021464646464646464
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "584c9c96-cb11-49bc-b636-377f0829b8db",
                    "content_type": "dropdown",
                    "dropdown_choices": [
                        "Drop Option 1",
                        "Drop Option 2",
                        "Drop Option 3"
                    ],
                    "group_id": null,
                    "label": null
                }
            ]
        }
    ],
    "ready_sign_link": null,
    "custom_branding": null,
    "days_valid": 0,
    "additional_info": {
        "non_editable": [],
        "required": {
            "signers": [
                [
                    "email"
                ],
                [
                    "email"
                ]
            ]
        }
    }
}

@rbarbosa Thanks for taking a look.

• Regarding the text fields–I set the text via the API in the sign request.
  –Maybe this has something to do with it being modifiable?
  –Please advise if I need to set some other field to something.

• Regarding the Radio buttons–In the document I tested with, there were two Radio Buttons.
  –I expect that I could freely click one then the other then the other and it would work fine just like normal radio buttons, however it did not (tested several times.) I’ll look into more browsers to see if there is a difference.

• Regarding Dropdowns–I never had an issue with them other than that it appears there is no way to select the dropdown item via the API.
  – I really would like this functionality. If there is a way, I’d be grateful if you would let me know.

If you can’t reproduce, I’ll add screenshots, etc. later.

Thanks

Hi @Moo
I’ll continue to pursue this, I’m going to test a free text field set to the sender and a dropdown, radio buttons, and sign set to the signer. All of them pre-populated at the sign request creation (except the sign of course).

However screenshots are always welcome, so please do send them.

If, for example, the radio button issue, turns out to be a browser compatibility issue, my folks will be very interested in it. We have to try and keep as much browser compatibility as possible. Please do include the browser version.

Cheers

Hi @Moo
Let’s see if I got this correct…
My template:

My template JSON:

{
    "id": "f5b1525c-5818-4b44-9db4-88a74fac8b6c",
    "name": "TemplateTest.pdf",
    "email_message": "Please sign this document.\n\nKind regards,\n\nRui Barbosa (barduinor@gmail.com)",
    "email_subject": "Rui Barbosa (barduinor@gmail.com) has requested your signature on a document",
    "parent_folder": {
        "id": "157064745449",
        "etag": "0",
        "type": "folder",
        "sequence_id": "0",
        "name": "My Sign Requests"
    },
    "auto_expire_days": null,
    "source_files": [
        {
            "id": "1259504492246",
            "etag": "0",
            "type": "file",
            "sequence_id": "0",
            "sha1": "5ee71589d71830672f43d79ab08239d7ced87397",
            "file_version": {
                "id": "1376183077046",
                "type": "file_version",
                "sha1": "5ee71589d71830672f43d79ab08239d7ced87397"
            }
        }
    ],
    "are_email_settings_locked": false,
    "are_fields_locked": false,
    "are_files_locked": false,
    "are_options_locked": false,
    "are_recipients_locked": false,
    "signers": [
        {
            "email": "",
            "label": "",
            "public_id": "4YZLZL51",
            "role": "signer",
            "is_in_person": false,
            "order": 1,
            "inputs": [
                {
                    "document_tag_id": "ext_free_text",
                    "id": "f4b3e727-d775-4d81-af99-fe2b40a43b30",
                    "type": "text",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.14781198937908496,
                        "y": 0.19966264204545456
                    },
                    "dimensions": {
                        "width": 0.7265242034313737,
                        "height": 0.10323471038510101
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "16966a7e-13a6-447a-a465-dd87e28c2565",
                    "content_type": "text",
                    "dropdown_choices": null,
                    "group_id": null,
                    "label": "text_input_label"
                }
            ]
        },
        {
            "email": "",
            "label": "",
            "public_id": "46P6P6Q4",
            "role": "signer",
            "is_in_person": false,
            "order": 1,
            "inputs": [
                {
                    "document_tag_id": "ext_rd_options-0",
                    "id": "48398aaf-63fc-43a9-9784-9d1a38aa1602",
                    "type": "radio",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.139578227124183,
                        "y": 0.38669902146464646
                    },
                    "dimensions": {
                        "width": 0.03976460375816993,
                        "height": 0.030727193813131312
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "16966a7e-13a6-447a-a465-dd87e28c2565",
                    "content_type": "radio",
                    "dropdown_choices": null,
                    "group_id": "0dc90418-bb59-44df-81d5-f498be0f8f90",
                    "label": "rd option 1"
                },
                {
                    "document_tag_id": "ext_rd_options-1",
                    "id": "247f419a-1c88-4209-8d49-04ede7b39f39",
                    "type": "radio",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.13929610717619284,
                        "y": 0.4201828634464032
                    },
                    "dimensions": {
                        "width": 0.03876352056223577,
                        "height": 0.029953965930545834
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "16966a7e-13a6-447a-a465-dd87e28c2565",
                    "content_type": "radio",
                    "dropdown_choices": null,
                    "group_id": "0dc90418-bb59-44df-81d5-f498be0f8f90",
                    "label": "rd option 2"
                },
                {
                    "document_tag_id": "ext_rd_options-2",
                    "id": "a67ed276-242e-4a3c-b7c1-861d9c39fa43",
                    "type": "radio",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.13462911107450723,
                        "y": 0.45238549820742907
                    },
                    "dimensions": {
                        "width": 0.03870861472574535,
                        "height": 0.029890324359871868
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "16966a7e-13a6-447a-a465-dd87e28c2565",
                    "content_type": "radio",
                    "dropdown_choices": null,
                    "group_id": "0dc90418-bb59-44df-81d5-f498be0f8f90",
                    "label": "rd option 3"
                },
                {
                    "document_tag_id": "ext_id_dropdown",
                    "id": "b7fc6ae3-5a64-4746-a266-408f2fa550c5",
                    "type": "dropdown",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.157528641571195,
                        "y": 0.5615431436187784
                    },
                    "dimensions": {
                        "width": 0.2618657937806874,
                        "height": 0.021464646464646464
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "16966a7e-13a6-447a-a465-dd87e28c2565",
                    "content_type": "dropdown",
                    "dropdown_choices": [
                        "Dropdown A",
                        "Dropdown B",
                        "Dropdown C"
                    ],
                    "group_id": null,
                    "label": "drop_down"
                },
                {
                    "document_tag_id": null,
                    "id": "f6dfff9f-653a-4023-9822-41a34fac9e41",
                    "type": "signature",
                    "text_value": null,
                    "is_required": true,
                    "coordinates": {
                        "x": 0.151800327332242,
                        "y": 0.6595395711886177
                    },
                    "dimensions": {
                        "width": 0.2618657937806874,
                        "height": 0.05311728090109673
                    },
                    "date_value": null,
                    "page_index": 0,
                    "checkbox_value": null,
                    "document_id": "16966a7e-13a6-447a-a465-dd87e28c2565",
                    "content_type": "signature",
                    "dropdown_choices": null,
                    "group_id": null,
                    "label": null
                }
            ]
        }
    ],
    "ready_sign_link": null,
    "custom_branding": null,
    "days_valid": 0,
    "additional_info": {
        "non_editable": [],
        "required": {
            "signers": [
                [
                    "email"
                ],
                [
                    "email"
                ]
            ]
        }
    }
}

My sign request post body:

{
  "template_id": "f5b1525c-5818-4b44-9db4-88a74fac8b6c",
  "parent_folder": {
    "id": "157064745449",
    "etag": "0",
    "type": "folder",
    "sequence_id": "0",
    "name": "My Sign Requests"
  },
  "signers": [
      {
      "email": "barduinor@gmail.com",
      "role": "signer",
      "order":0
    },
    {
      "email": "barduinor+001@gmail.com",
      "role": "signer",
      "order":1
    }
  ],
  "prefill_tags": [
    {
      "document_tag_id": "ext_free_text",
      "text_value": "Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat."
    },
    {
      "document_tag_id": "ext_rd_options-1",
      "checkbox_value": true
    },
    {
      "document_tag_id": "ext_id_dropdown",
      "text_value": "Dropdown B"
    }
  ]
}

and the created sign request:

{
    "is_document_preparation_needed": false,
    "redirect_url": null,
    "declined_redirect_url": null,
    "are_text_signatures_enabled": true,
    "signature_color": null,
    "is_phone_verification_required_to_view": false,
    "email_subject": null,
    "email_message": "Please sign this document.\n\nKind regards,\n\nRui Barbosa (barduinor@gmail.com)",
    "are_reminders_enabled": false,
    "signers": [
        {
            "email": "<sender_email>@gmail.com",
            "role": "signer",
            "is_in_person": false,
            "order": 0,
            "verification_phone_number": null,
            "embed_url_external_user_id": null,
            "redirect_url": null,
            "declined_redirect_url": null,
            "login_required": false,
            "has_viewed_document": false,
            "signer_decision": null,
            "inputs": [],
            "embed_url": null
        },
        {
            "email": "signer_email@gmail.com",
            "role": "signer",
            "is_in_person": false,
            "order": 1,
            "verification_phone_number": null,
            "embed_url_external_user_id": null,
            "redirect_url": null,
            "declined_redirect_url": null,
            "login_required": false,
            "has_viewed_document": false,
            "signer_decision": null,
            "inputs": [],
            "embed_url": null
        }
    ],
    "id": "d644faab-1304-4fc0-8c50-684c5e6686a3",
    "prefill_tags": [
        {
            "document_tag_id": "ext_free_text",
            "text_value": "Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.",
            "checkbox_value": null,
            "date_value": null
        },
        {
            "document_tag_id": "ext_rd_options-1",
            "text_value": null,
            "checkbox_value": true,
            "date_value": null
        },
        {
            "document_tag_id": "ext_id_dropdown",
            "text_value": "Dropdown B",
            "checkbox_value": null,
            "date_value": null
        }
    ],
    "days_valid": 0,
    "prepare_url": null,
    "source_files": [],
    "parent_folder": {
        "id": "157064745449",
        "etag": "0",
        "type": "folder",
        "sequence_id": "0",
        "name": "My Sign Requests"
    },
    "name": "TemplateTest (10).pdf",
    "external_id": null,
    "type": "sign-request",
    "signing_log": null,
    "status": "created",
    "sign_files": {
        "files": [
            {
                "id": "1259540626112",
                "etag": "0",
                "type": "file",
                "sequence_id": "0",
                "name": "TemplateTest (10).pdf",
                "sha1": "5ee71589d71830672f43d79ab08239d7ced87397",
                "file_version": {
                    "id": "1376222431712",
                    "type": "file_version",
                    "sha1": "5ee71589d71830672f43d79ab08239d7ced87397"
                }
            }
        ],
        "is_ready_for_download": true
    },
    "auto_expire_at": null,
    "template_id": "f5b1525c-5818-4b44-9db4-88a74fac8b6c"
}

From the user side, first the sender confirms the free text, and it has the default text:

Then the signer sees the default text, the pre populated radio buttons, the pre-populated dropdown, and finally the signature:

Note that missed aligned radio button is on me, but the behavior seems ok.

There are a few details on how to pre-populate the radio buttons and the dropdown, take a look at their definition on the template json vs the request json.

I hope this helps you, let us know.

2 posts were split to a new topic: Sender and Signer fields indistinguishable