Prefill "field_data" on Zoho Sign not populating

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
  1. I've confirmed that the function is successfully getting the info from CRM and applying it to the object
  2. 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)
  3. The field_data object is using field_text_data, field_date_data, field_boolean_data, and field_radio_data to hold the field data
  4. I've confirmed that the field labels provided in the field_data object match the field labels in the template
Code:
  1. PacketID is a function argument which is a zoho record
  2. A wrapper function is used for the zoho crm GetRecordById task which returns null to the parent function upon an error
  3. The standard State field in CRM was replaced with a dropdown for both Accounts and Contacts
  1. //Structure Variable Declarations
  2. response = Map();
  3. params = Map();
  4. data = Map();
  5. templates = Map();
  6. actions = List();
  7. field_data = Map();
  8. field_date_data = Map();
  9. field_boolean_data = Map();
  10. field_text_data = Map();
  11. field_radio_data = Map();

  13. //Get Records from CRM
  14. Packet = standalone.GetRecordById("Application_Packets",PacketID);
  15. if(Packet.isNull())
  16. {
  17. info "Error getting Application Packet";
  18. return null;
  19. }
  20. Participant = standalone.GetRecordById("Client_Company_Relations",Packet.get("Application_Participant").get("id"));
  21. if(Participant.isNull())
  22. {
  23. info "Error getting Application Participant";
  24. return null;
  25. }
  26. Contact = standalone.GetRecordById("Contacts",Packet.get("Client_Contact_Record").get("id"));
  27. if(Contact.isNull())
  28. {
  29. info "Error getting Contact";
  30. return null;
  31. }
  32. Account = standalone.GetRecordById("Accounts",Packet.get("Company_Account_Record").get("id"));
  33. if(Account.isNull())
  34. {
  35. info "Error getting Account";
  36. return null;
  37. }

  39. //Apply TemplateID to response structure
  40. response.put("templateID",<template id>); //template id redacted

  42. //Apply field data to field_data child objects
  43. field_text_data.put("Business Legal Name",Account.get("Account_Name"));
  44. field_text_data.put("Business DBA Name",Account.get("DBA_Name"));
  45. field_date_data.put("Start Date",Account.get("Business_Start_Date").toString("dd MMMM yyyy"));
  46. field_text_data.put("Business Website",Account.get("Website"));
  47. field_text_data.put("Business Address 1",Account.get("Street"));
  48. field_text_data.put("Business Address 2",Account.get("Street_2"));
  49. field_text_data.put("Business City",Account.get("City"));
  50. field_radio_data.put("Business State",Account.get("State"));
  51. field_text_data.put("Business Zip",Account.get("Zip_Code"));
  52. field_text_data.put("Business Phone 1",Account.get("Phone"));
  53. field_text_data.put("Business Phone 2",Account.get("Secondary Phone"));
  54. field_text_data.put("Business Fax",Account.get("Fax"));
  55. field_text_data.put("First Name",Contact.get("First_Name"));
  56. field_text_data.put("Last Name",Contact.get("Last_Name"));
  57. field_radio_data.put("Salutaion",Contact.get("Salutation"));
  58. field_text_data.put("Business Title",Participant.get("Company_Title"));
  59. field_text_data.put("Owner Percent",Participant.get("Ownership_Percent"));
  60. field_date_data.put("DOB",Contact.get("Date_of_Birth").toString("dd MMMM yyyy"));
  61. field_boolean_data.put("Is US Citizen",Contact.get("Is_US_Citizen"));
  62. field_radio_data.put("Preferred Contact Method",Contact.get("Preferred_Contact_Method"));
  63. field_text_data.put("Address 1",Contact.get("Mailing_Street"));
  64. field_text_data.put("Address 2",Contact.get("Mailing_Street_2"));
  65. field_text_data.put("City",Contact.get("Mailing_City"));
  66. field_radio_data.put("State",Contact.get("State"));
  67. field_text_data.put("Zip",Contact.get("Mailing_Zip"));
  68. field_text_data.put("Primary Phone",Contact.get("Primary_Phone"));
  69. field_text_data.put("Secondary Phone",Contact.get("Secondary_Phone"));
  70. field_text_data.put("Fax",Contact.get("Fax"));
  71. field_text_data.put("Client Email",Contact.get("Email"));

  73. //Apply child objects to field_data
  74. field_data.put("field_text_data", field_text_data);
  75. field_data.put("field_boolean_data", field_boolean_data);
  76. field_data.put("field_date_data", field_date_data);
  77. field_data.put("field_radio_data", field_radio_data);

  79. //Create Applicant Signer Action
  80. signerObj1 = Map();
  81. signerObj1.put("recipient_name",Contact.get("First_Name") + " " + Contact.get("Last_Name"));
  82. signerObj1.put("recipient_email",Contact.get("Email"));
  83. signerObj1.put("action_id","383560000000030044");
  84. signerObj1.put("action_type","SIGN");
  85. signerObj1.put("signing_order",1);
  86. signerObj1.put("role","Applicant");
  87. signerObj1.put("verify_recipient",false);
  88. signerObj1.put("private_notes","Kindly confirm and complete all the details in the funding application and accept it by signing.");
  89. actions.add(signerObj1);

  91. //Create Representative Signer Action
  92. signerObj2 = Map();
  93. signerObj2.put("recipient_name",Packet.get("Owner").get("name"));
  94. signerObj2.put("recipient_email",Packet.get("Owner").get("email"));
  95. signerObj2.put("action_id","383560000000030046");
  96. signerObj2.put("action_type","VIEW");
  97. signerObj2.put("signing_order",2);
  98. signerObj2.put("role","Representative");
  99. signerObj2.put("verify_recipient",false);
  100. actions.add(signerObj2);

  102. //Build and return completed Sign Args
  103. templates.put("field_data", field_data);
  104. templates.put("actions",actions);

  106. data.put("templates", templates);

  108. params.put("data",data);
  109. params.put("is_quicksend", true);

  111. response.put("params", params);

  113. 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).
                                                                                                                                                                                                                    1. args = standalone.ToMap(standalone.GetAppOptions(PacketId));
                                                                                                                                                                                                                    2. signResponse = zoho.sign.createUsingTemplate(args.get("templateID"), args.get("params"), "zohosign");

                                                                                                                                                                                                                    4. 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!

                                                                                                                                                                                                                      • Recent Topics

                                                                                                                                                                                                                      • Radar In Focus: Track customer support metrics using Radar's static reports

                                                                                                                                                                                                                        Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed

                                                                                                                                                                                                                      • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

                                                                                                                                                                                                                        Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to

                                                                                                                                                                                                                      • Zoho Indeed Intergation not pulling candidate details

                                                                                                                                                                                                                        We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since

                                                                                                                                                                                                                      • Mail ToDo & Tasks Webhooks

                                                                                                                                                                                                                        Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

                                                                                                                                                                                                                      • Allocating inventory to specific SO's

                                                                                                                                                                                                                        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

                                                                                                                                                                                                                      • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                                                                                                                                                                                                        Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

                                                                                                                                                                                                                      • Where can I find rejected inbound mails and their reason for rejection

                                                                                                                                                                                                                        Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

                                                                                                                                                                                                                      • Refund

                                                                                                                                                                                                                        Hi There, Please refund me asap possible, because of no support given. Thank you

                                                                                                                                                                                                                      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                                                                                                                                        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

                                                                                                                                                                                                                      • تغيير عمله الدفع"Change payment currency"

                                                                                                                                                                                                                        ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

                                                                                                                                                                                                                      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                                                                                                                                        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                                                                                                                                      • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                                                                                                                                        Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

                                                                                                                                                                                                                      • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

                                                                                                                                                                                                                        In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with

                                                                                                                                                                                                                      • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                                                                                                                                        As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

                                                                                                                                                                                                                      • Customer Grouping

                                                                                                                                                                                                                        Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

                                                                                                                                                                                                                      • Enable / show scroll bar when Mega Menu is opened

                                                                                                                                                                                                                        Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

                                                                                                                                                                                                                      • Item images

                                                                                                                                                                                                                        Can we get an "On hover" expanded image for items please ?

                                                                                                                                                                                                                      • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

                                                                                                                                                                                                                        Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

                                                                                                                                                                                                                      • Zoho Sign product updates - Q3 2025

                                                                                                                                                                                                                        Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients

                                                                                                                                                                                                                      • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

                                                                                                                                                                                                                        Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.

                                                                                                                                                                                                                      • Zoho sites header

                                                                                                                                                                                                                        Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my

                                                                                                                                                                                                                      • Zoho Books Sandbox environment

                                                                                                                                                                                                                        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

                                                                                                                                                                                                                      • Quick Create needs Client Script support

                                                                                                                                                                                                                        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

                                                                                                                                                                                                                      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                                                                                                                                                                                                        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

                                                                                                                                                                                                                      • DNS set up

                                                                                                                                                                                                                        I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

                                                                                                                                                                                                                      • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                                                                                                                                                                                                        The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

                                                                                                                                                                                                                      • How to Send Email from within a custom module (with or without an email template)

                                                                                                                                                                                                                        It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

                                                                                                                                                                                                                      • General suggestions

                                                                                                                                                                                                                        Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark

                                                                                                                                                                                                                      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                                                                                                                        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

                                                                                                                                                                                                                      • Can't upload attachments.

                                                                                                                                                                                                                        I can't upload attachment in Zoho Mail.

                                                                                                                                                                                                                      • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                                                                                                                                                                                                        Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

                                                                                                                                                                                                                      • How use

                                                                                                                                                                                                                        Good morning sir I tried Zoho Mail

                                                                                                                                                                                                                      • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

                                                                                                                                                                                                                        Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

                                                                                                                                                                                                                      • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                                                                                                                                        i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

                                                                                                                                                                                                                      • Connecting two modules - phone number

                                                                                                                                                                                                                        Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

                                                                                                                                                                                                                      • Changing an agents email address

                                                                                                                                                                                                                        How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?

                                                                                                                                                                                                                      • Error when sending emails from Zoho

                                                                                                                                                                                                                        Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

                                                                                                                                                                                                                      • Zoho Tables is now live in Australia & New Zealand!

                                                                                                                                                                                                                        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

                                                                                                                                                                                                                      • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

                                                                                                                                                                                                                        How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against

                                                                                                                                                                                                                      • Not all emails from outlook365 migrated to my new zoho account

                                                                                                                                                                                                                        I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

                                                                                                                                                                                                                      • Next Page