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Building dictionaries to populate DocuSign templates

Workflow Hero
3 1 841

In Nintex Workflow for Office 365, use dictionary variables for the “Field names” and “Field values” selections shown in the action configuration settings dialog box for DocuSign Populate Template.

DocuSignPopulateTemplate-O365-FieldNamesFieldValues.png

When building dictionaries for names and values, key each dictionary identically; that is, use the key of the name (first dictionary) for the corresponding key of the value (second dictionary). In the example dictionaries below, the key “(0)” is used for both “Date Applicable” (FieldNames dictionary) and {Current Item:Modified} (FieldValues dictionary).

Example FieldNames dictionary:

Key

Type

Value

(0)

Text

Date Applicable

(1)

Text

Full Name

(2)

Text

Subject

Example FieldValues dictionary:

Key

Type

Value

(0)

Text

{Current Item:Modified}

(1)

Text

{Current Item:FirstName}{Current Item:LastName}‍ of {Current Item:Company}

(2)

Text

{Current ItemSmiley Frustratedubject}

For more information about this workflow action, see DocuSign Populate Template in the Nintex Workflow for Office 365 Help.

For comparison to Nintex Workflow 2013 and Nintex Workflow 2010, see the workflow described in Nintex Connector for DocuSign.

1 Comment
Workflow Hero

I've used the above described approach to successfully populate Text and Date tags in a DocuSign template.

The same approach is not working however, to populate radio button groups, drop downs or check boxes in the DocuSign template. The radio button groups function fine during signing in DocuSign, but are not being pre-populated. The text value of the selected choice value in SharePoint is being sent through from the Current Item. For the checkbox, either "True" or " False" is being sent to populate the template.

Has anyone managed this using the 'Populate Template' DocuSign connector for Nintex, or can you think what I may be doing wrong?