Create and send documents using template ID in Zoho Sign
Table of Contents
Overview
The zoho.sign.createUsingTemplate task is used to create documents using a template and send them to the specified recipients.
Syntax
<response> = zoho.sign.createUsingTemplate(<template_ID>, <params>, [<connection>]);
where:
| Params | Data type | Description |
<response> | KEY-VALUE | The status of the executed task, document owner, document template, recipient details, status of the document, byte stream of the image, and other relevant information. |
<template_ID> | NUMBER | The ID of the template based on which the documents need to be created. Note: You can get the ID of a Zoho Sign template from its URL. |
<params> | KEY-VALUE | The details of the documents and recipients. Note: The keys to this parameter should be provided as described below:
|
<connection> (optional)* | TEXT | The name of the connection. *Note: This param is not applicable to Zoho Creator and mandatory in Zoho Cliq. |
Example
The following script creates a document based on a template ID and sends it to the specified recipient.
actionMap = Map();
fieldTextData = Map();
fieldTextData.put("TextField_1", "Document to Review");
actionMap.put("field_data",{"field_text_data":fieldTextData});
eachActionMap1 = Map();
eachActionMap1.put("recipient_name","James");
eachActionMap1.put("recipient_email","james@zoho.com");
eachActionMap1.put("action_type","SIGN");
eachActionMap1.put("action_id","32076000000002014");
eachActionMap1.put("role","Reviewer");
eachActionMap1.put("verify_recipient","false");
eachActionMap2 = Map();
eachActionMap2.put("recipient_name","Tony");
eachActionMap2.put("recipient_email","tony@zoho.com");
eachActionMap2.put("action_type","SIGN");
eachActionMap2.put("action_id","32076000000014006");
eachActionMap2.put("role","Manager");
eachActionMap2.put("verify_recipient","false");
fieldList = List();
fieldList.add(eachActionMap1);
fieldList.add(eachActionMap2);
actionMap.put("actions",fieldList);
submitMap = Map();
submitMap.put("templates",actionMap);
parameters = Map();
parameters.put("is_quicksend","true");
parameters.put("data",submitMap);
response = zoho.sign.createUsingTemplate(32076000000002011, parameters); where:
response
The KEY-VALUE response returned by Zoho Sign.
actionMap fieldTextData eachActionMap1 eachActionMap2 submitMap parameters
The KEY-VALUE variables required to create and send the document.
fieldList
The LIST variable that holds the field list values.
32076000000002011
The NUMBER that represents the ID of the template based on which the documents need to be created.
TextField_1 field_data recipient_name recipient_email action_id action_type role verify_recipient actions templates data is_quicksend
are the TEXT that represents the keys as specified in the Zoho Sign API.
Response Format
Success Response
- The success response will be returned in the following format:{
"code": 0,
"requests": {
"request_status": "inprogress",
"notes": "",
"attachments": [
],
"reminder_period": 5,
"owner_id": "10696000000009003",
"description": "",
"request_name": "CRM_V2_equivalent_tasks.png",
"modified_time": 1572871982599,
"action_time": 1572871983181,
"is_deleted": false,
"expiration_days": 15,
"is_sequential": true,
"sign_submitted_time": 1572871983181,
"owner_first_name": "Shawn",
"sign_percentage": 16.67,
"expire_by": 1574188140000,
"is_expiring": false,
"owner_email": "shawn@zylker.com",
"created_time": 1572871982599,
"email_reminders": true,
"document_ids": [
{
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"document_name": "CRM_V2_equivalent_tasks.png",
"pages": [
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