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docusign / docusign-esign-csharp-client

The Official DocuSign C# Client Library used to interact with the eSignature REST API. Send, sign, and approve documents using this client.
https://developers.docusign.com/
MIT License
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TransformPdfFields ignores radio button lists #416

Open AD-CDI opened 12 months ago

AD-CDI commented 12 months ago

When creating an envelope via EnvelopesApi.CreateEnvelope, supplying a partially filled PDF in a CompositeTemplate, the text fields in the PDF find their match in the DocuSign template and merge but not the Radio Buttons - a selected radio button in the PDF is not selected in the Envelope. I've confirmed the PDF field names match the DS template tab names, and the radio button values align as well. I've also tried changing the radio button field name (in both the template and PDF) to include DocuSignRadio, following the guide here: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/pdf-transform/

Code snippit: var doc = new Document { DocumentId = rn.Next().ToString(), DocumentBase64 = Convert.ToBase64String(sourceFile), FileExtension = sourceFileInfo.Extension.TrimStart('.'), Name = d.DocumentName, IncludeInDownload = true.ToString(), TransformPdfFields = true.ToString() };

I've tried this with version 6.4.2 and 6.5 of the eSign SDK. Not sure if the previous versions behaved differently.

Alternatively, if I upload the same PDF manually via the browser, the Select Matching Templates dialog shows (100% match), I can apply the same template used in my SDK attempt, select Merge Data with template fields, and the Radio Button is pre-selected correctly.

kollk commented 11 months ago

@AD-CDI I'd suggest opening up a DocuSign Support case with the developer support team for this issue. You can open a support case here: https://support.docusign.com/s/contactSupport?language=en_US

garg-mudit commented 2 months ago

Hi @AD-CDI , Wanted to check if you were able to resolve the issue ?

Thank You.

AD-CDI commented 2 months ago

@garg-mudit, thanks for the follow-up. Today I tried using v6.8, but the Radio Buttons are still not recognized. I hope v7 will have this resolved.

AD-CDI commented 2 months ago

Just for context, the case I had opened (suggested by @kollk) was closed in August of '23 with the following explanation:

The priority of the product issue was increased. However, the Engineering team has identified that the issue requires extensive testing and that a resolution will take some time. They will need to continue investigating the root cause and test the problem-solving steps.

This will also impact other parts of our product, so they need to work together with other product teams to provide a satisfactory resolution. Once this is completed and no additional problems arise during testing, the fix will be implemented.

Because there is no immediate fix or update expected soon, our policy is to close this support case # 12042886, as the support team will not have the capacity to continue monitoring the ticket progress.

We will continue investigating a solution for this issue. Once the fix is deployed, the bug number will be included in the product release notes. All DocuSign release notes are available here: https://support.docusign.com/en/releasenotes