Zoho Creator to Zoho Writer for prefilled documents...

void zWriterSign.sendForSigning(Form_Name fnRecord)
{
    //fetch employee record
    eeRecord = Employee[ID = fnRecord.Employee_Lookup];
    //
    //Writer template ID (found in document URL)
    templateId = "dfd8f76sf0dfdfeb8974ifcx9873d9876d8s03";
    //
    //Use the Creator record ID - Writer will fetch the data automatically
    recordId = fnRecord.ID.toString();
    //
    param = Map();
    param.put("record_id",recordId);
    param.put("service_name","zohosign");
    param.put("filename",fnRecord.Field_Name);
    //
    //Build signer list
    signerList = List();
    //
    //First signer - approver
    signerObj1 = Map();
    signerObj1.put("recipient_1",ifnull(eeRecord.Email,"fallback@example.com"));
    signerObj1.put("action_type","approve");
    //approve|sign|view|in_person_sign
    signerObj1.put("language","en");
    signerList.add(signerObj1);
    //
    //Second signer - actual signer
    signerObj2 = Map();
    signerObj2.put("recipient_2",fnRecord.Signer_Email);
    signerObj2.put("action_type","sign");
    //approve|sign|view|in_person_sign
    signerObj2.put("language","en");
    signerList.add(signerObj2);
    //
    param.put("signer_data",signerList);
    param.put("sign_in_order","true");
    //
    //Optional: custom message
    if(!fnRecord.Custom_Message.isEmpty())
    {
        param.put("message",fnRecord.Custom_Message);
    }
    //
    //Optional parameters
    param.put("reminder_period","3");
    param.put("set_expire","7");
    param.put("test_mode",true);
    //
    //Execute the merge and sign request
    newSignMerge = invokeurl
    [
        url :"https://www.zohoapis.eu/writer/api/v1/documents/" + templateId + "/merge/sign"
        type :POST
        parameters:param
        connection:"zwritersign"
    ];
    //
    info newSignMerge;
}

//Available action types for signers:
signerObj.put("action_type","sign");        //Requires signature
signerObj.put("action_type","approve");     //Approval only, no signature
signerObj.put("action_type","view");        //View only access
signerObj.put("action_type","in_person_sign"); //In-person signing

//Optional: Specify recipient name
signerObj.put("recipient_name","John Smith");

//Optional: Add private notes to signer
signerObj.put("private_notes","Please review section 3 carefully");

//Optional: Alternative delivery methods
deliveryType = Map();
deliveryType.put("type","sms");             //or "whatsapp"
deliveryType.put("countrycode","+1");
deliveryType.put("phonenumber","5551234567");
signerObj.put("delivery_type",{deliveryType});

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• Damien Cregan

  

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