Prefill "field_data" on Zoho Sign not populating
I'm trying to prefill some information from CRM Plus into a template using the zoho sign deluge task but for some reason, the data passed into the "field_data" object doesn't prefill the form.
A few notes
- I've confirmed that the function is successfully getting the info from CRM and applying it to the object
- Some of the returned fields from the CRM are null as they hadn't been entered yet (which is a possible use case, we'd like to prefill the info we have leaving anything we don't have blank)
- The field_data object is using field_text_data, field_date_data, field_boolean_data, and field_radio_data to hold the field data
- I've confirmed that the field labels provided in the field_data object match the field labels in the template
Code:
- PacketID is a function argument which is a zoho record
- A wrapper function is used for the zoho crm GetRecordById task which returns null to the parent function upon an error
- The standard State field in CRM was replaced with a dropdown for both Accounts and Contacts
- //Structure Variable Declarations
- response = Map();
- params = Map();
- data = Map();
- templates = Map();
- actions = List();
- field_data = Map();
- field_date_data = Map();
- field_boolean_data = Map();
- field_text_data = Map();
- field_radio_data = Map();
- //Get Records from CRM
- Packet = standalone.GetRecordById("Application_Packets",PacketID);
- if(Packet.isNull())
- {
- info "Error getting Application Packet";
- return null;
- }
- Participant = standalone.GetRecordById("Client_Company_Relations",Packet.get("Application_Participant").get("id"));
- if(Participant.isNull())
- {
- info "Error getting Application Participant";
- return null;
- }
- Contact = standalone.GetRecordById("Contacts",Packet.get("Client_Contact_Record").get("id"));
- if(Contact.isNull())
- {
- info "Error getting Contact";
- return null;
- }
- Account = standalone.GetRecordById("Accounts",Packet.get("Company_Account_Record").get("id"));
- if(Account.isNull())
- {
- info "Error getting Account";
- return null;
- }
- //Apply TemplateID to response structure
- response.put("templateID",<template id>); //template id redacted
- //Apply field data to field_data child objects
- field_text_data.put("Business Legal Name",Account.get("Account_Name"));
- field_text_data.put("Business DBA Name",Account.get("DBA_Name"));
- field_date_data.put("Start Date",Account.get("Business_Start_Date").toString("dd MMMM yyyy"));
- field_text_data.put("Business Website",Account.get("Website"));
- field_text_data.put("Business Address 1",Account.get("Street"));
- field_text_data.put("Business Address 2",Account.get("Street_2"));
- field_text_data.put("Business City",Account.get("City"));
- field_radio_data.put("Business State",Account.get("State"));
- field_text_data.put("Business Zip",Account.get("Zip_Code"));
- field_text_data.put("Business Phone 1",Account.get("Phone"));
- field_text_data.put("Business Phone 2",Account.get("Secondary Phone"));
- field_text_data.put("Business Fax",Account.get("Fax"));
- field_text_data.put("First Name",Contact.get("First_Name"));
- field_text_data.put("Last Name",Contact.get("Last_Name"));
- field_radio_data.put("Salutaion",Contact.get("Salutation"));
- field_text_data.put("Business Title",Participant.get("Company_Title"));
- field_text_data.put("Owner Percent",Participant.get("Ownership_Percent"));
- field_date_data.put("DOB",Contact.get("Date_of_Birth").toString("dd MMMM yyyy"));
- field_boolean_data.put("Is US Citizen",Contact.get("Is_US_Citizen"));
- field_radio_data.put("Preferred Contact Method",Contact.get("Preferred_Contact_Method"));
- field_text_data.put("Address 1",Contact.get("Mailing_Street"));
- field_text_data.put("Address 2",Contact.get("Mailing_Street_2"));
- field_text_data.put("City",Contact.get("Mailing_City"));
- field_radio_data.put("State",Contact.get("State"));
- field_text_data.put("Zip",Contact.get("Mailing_Zip"));
- field_text_data.put("Primary Phone",Contact.get("Primary_Phone"));
- field_text_data.put("Secondary Phone",Contact.get("Secondary_Phone"));
- field_text_data.put("Fax",Contact.get("Fax"));
- field_text_data.put("Client Email",Contact.get("Email"));
- //Apply child objects to field_data
- field_data.put("field_text_data", field_text_data);
- field_data.put("field_boolean_data", field_boolean_data);
- field_data.put("field_date_data", field_date_data);
- field_data.put("field_radio_data", field_radio_data);
- //Create Applicant Signer Action
- signerObj1 = Map();
- signerObj1.put("recipient_name",Contact.get("First_Name") + " " + Contact.get("Last_Name"));
- signerObj1.put("recipient_email",Contact.get("Email"));
- signerObj1.put("action_id","383560000000030044");
- signerObj1.put("action_type","SIGN");
- signerObj1.put("signing_order",1);
- signerObj1.put("role","Applicant");
- signerObj1.put("verify_recipient",false);
- signerObj1.put("private_notes","Kindly confirm and complete all the details in the funding application and accept it by signing.");
- actions.add(signerObj1);
- //Create Representative Signer Action
- signerObj2 = Map();
- signerObj2.put("recipient_name",Packet.get("Owner").get("name"));
- signerObj2.put("recipient_email",Packet.get("Owner").get("email"));
- signerObj2.put("action_id","383560000000030046");
- signerObj2.put("action_type","VIEW");
- signerObj2.put("signing_order",2);
- signerObj2.put("role","Representative");
- signerObj2.put("verify_recipient",false);
- actions.add(signerObj2);
- //Build and return completed Sign Args
- templates.put("field_data", field_data);
- templates.put("actions",actions);
- data.put("templates", templates);
- params.put("data",data);
- params.put("is_quicksend", true);
- response.put("params", params);
- return response;
These generated parameters are then passed to another deluge function that sends the Sign request (also using PacketID as a function parameter and a wrapper function for zoho's toMap function).
- args = standalone.ToMap(standalone.GetAppOptions(PacketId));
- signResponse = zoho.sign.createUsingTemplate(args.get("templateID"), args.get("params"), "zohosign");
- return signResponse;
This successfully sends the sign request to the specified record but it doesn't prefill the data. Any help would be greatly appreciated!
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