class DocuSign_eSign::PowerFormsApi
Attributes
Public Class Methods
# File lib/docusign_esign/api/power_forms_api.rb, line 68 def initialize(api_client = PowerFormsApi.default) @api_client = api_client end
Public Instance Methods
Creates a new PowerForm
. This method creates a new PowerForm
. You create a PowerForm
from an existing DocuSign [template](/docs/esign-rest-api/reference/templates/templates/create/), based on the `templateId` in the request body. PowerForms that you create from a template are referred to as *web PowerForms*. *Note:* The DocuSign Admin console also supports creating a PowerForm
by uploading a PDF file that has active form fields (referred to as a *PDF PowerForm*). However, PDF PowerForms are deprecated and are not supported in the API. *Note:* A PowerForm
can have only one sender. (Because PowerForms are not necessarily sent by email, this user is also referred to as the PowerForm
initiator.) If you need to associate multiple senders with a PowerForm
, create multiple copies of the PowerForm
by using the same template (one copy for each sender). By default, the sender is the PowerForm
Administrator who creates the PowerForm
. ### Signing modes You can use one of the following signing modes for a PowerForm: **`email`** This mode verifies the recipient's identity by using email authentication before the recipient can sign a document. The recipient enters their email address on the landing page and then clicks **Begin Signing** to begin the signing process. The system then sends an email message with a validation code to the recipient. If the recipient does not provide a valid email address, they do not receive the email message containing the access code and are not able to open and sign the document. Alternatively, you can make the process easier for signers by using email authentication only and omitting the access code. To do this, you append the `activateonly` flag to the PowerForm
URL and set it to true by passing in the value `1`. When the flag is active, the first recipient receives an email with a link that initiates the signing session without having to enter access code. Example: `activateonly=1` **`direct`** This mode does not require any verification. After a recipient enters their email address on the landing page and clicks **Begin Signing,** a new browser tab opens and the recipient can immediately begin the signing process. Because the `direct` signing mode does not verify the recipient's identity by using email authentication, we strongly recommend that you use this mode only when the PowerForm
is accessible behind a secure portal where the recipient's identity is already authenticated, or where another form of authentication is specified for the recipient in the DocuSign template (for example, an access code, phone authentication, or ID check). *Note:* In the account settings, `enablePowerFormDirect` must be *true* to use `direct` as the `signingMode`. ### Redirect URLs You can control the URL to which signers are redirected after signing your PowerForm
. However, the URL is specified elsewhere, outside of the PowerForm
creation process. For details, see [How do I specify a URL to redirect to when a PowerForm
is completed?](support.docusign.com/en/articles/How-do-I-specify-a-URL-to-redirect-to-when-a-Powerform-is-completed). ### More information For more information about creating PowerForms, see [Create a PowerForm](support.docusign.com/en/guides/ndse-user-guide-create-a-powerform).
@param account_id The external account number (int) or account ID Guid. @param power_form (optional parameter) @return [PowerForm]
# File lib/docusign_esign/api/power_forms_api.rb, line 77 def create_power_form(account_id, power_form) data, _status_code, _headers = create_power_form_with_http_info(account_id, power_form) return data end
Creates a new PowerForm
. This method creates a new PowerForm
. You create a PowerForm
from an existing DocuSign [template](/docs/esign-rest-api/reference/templates/templates/create/), based on the `templateId` in the request body. PowerForms that you create from a template are referred to as *web PowerForms*. *Note:* The DocuSign Admin console also supports creating a PowerForm
by uploading a PDF file that has active form fields (referred to as a *PDF PowerForm*). However, PDF PowerForms are deprecated and are not supported in the API. *Note:* A PowerForm
can have only one sender. (Because PowerForms are not necessarily sent by email, this user is also referred to as the PowerForm
initiator.) If you need to associate multiple senders with a PowerForm
, create multiple copies of the PowerForm
by using the same template (one copy for each sender). By default, the sender is the PowerForm
Administrator who creates the PowerForm
. ### Signing modes You can use one of the following signing modes for a PowerForm: **`email`** This mode verifies the recipient's identity by using email authentication before the recipient can sign a document. The recipient enters their email address on the landing page and then clicks **Begin Signing** to begin the signing process. The system then sends an email message with a validation code to the recipient. If the recipient does not provide a valid email address, they do not receive the email message containing the access code and are not able to open and sign the document. Alternatively, you can make the process easier for signers by using email authentication only and omitting the access code. To do this, you append the `activateonly` flag to the PowerForm
URL and set it to true by passing in the value `1`. When the flag is active, the first recipient receives an email with a link that initiates the signing session without having to enter access code. Example: `activateonly=1` **`direct`** This mode does not require any verification. After a recipient enters their email address on the landing page and clicks **Begin Signing,** a new browser tab opens and the recipient can immediately begin the signing process. Because the `direct` signing mode does not verify the recipient's identity by using email authentication, we strongly recommend that you use this mode only when the PowerForm
is accessible behind a secure portal where the recipient's identity is already authenticated, or where another form of authentication is specified for the recipient in the DocuSign template (for example, an access code, phone authentication, or ID check). *Note:* In the account settings, `enablePowerFormDirect` must be *true* to use `direct` as the `signingMode`. ### Redirect URLs You can control the URL to which signers are redirected after signing your PowerForm
. However, the URL is specified elsewhere, outside of the PowerForm
creation process. For details, see [How do I specify a URL to redirect to when a PowerForm
is completed?](support.docusign.com/en/articles/How-do-I-specify-a-URL-to-redirect-to-when-a-Powerform-is-completed). ### More information For more information about creating PowerForms, see [Create a PowerForm](support.docusign.com/en/guides/ndse-user-guide-create-a-powerform).
@param account_id The external account number (int) or account ID Guid. @param power_form (optional parameter) @return [Array<(PowerForm
, Fixnum, Hash)>] PowerForm
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 87 def create_power_form_with_http_info(account_id, power_form) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.create_power_form ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.create_power_form" if account_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(power_form) auth_names = [] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerForm') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#create_power_form\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a PowerForm
. This method deletes a PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @return [nil]
# File lib/docusign_esign/api/power_forms_api.rb, line 128 def delete_power_form(account_id, power_form_id) delete_power_form_with_http_info(account_id, power_form_id) return nil end
Delete a PowerForm
. This method deletes a PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 138 def delete_power_form_with_http_info(account_id, power_form_id) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.delete_power_form ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.delete_power_form" if account_id.nil? # verify the required parameter 'power_form_id' is set fail ArgumentError, "Missing the required parameter 'power_form_id' when calling PowerFormsApi.delete_power_form" if power_form_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms/{powerFormId}".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s).sub('{' + 'powerFormId' + '}', power_form_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = [] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#delete_power_form\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Deletes one or more PowerForms This method deletes one or more PowerForms. The request body takes an array of PowerForm
objects that are deleted based on the `powerFormId`. @param account_id The external account number (int) or account ID Guid. @param power_forms_request (optional parameter) @return [PowerFormsResponse]
# File lib/docusign_esign/api/power_forms_api.rb, line 180 def delete_power_forms(account_id, power_forms_request) data, _status_code, _headers = delete_power_forms_with_http_info(account_id, power_forms_request) return data end
Deletes one or more PowerForms This method deletes one or more PowerForms. The request body takes an array of PowerForm
objects that are deleted based on the `powerFormId`. @param account_id The external account number (int) or account ID Guid. @param power_forms_request (optional parameter) @return [Array<(PowerFormsResponse
, Fixnum, Hash)>] PowerFormsResponse
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 190 def delete_power_forms_with_http_info(account_id, power_forms_request) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.delete_power_forms ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.delete_power_forms" if account_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(power_forms_request) auth_names = [] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerFormsResponse') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#delete_power_forms\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Returns a single PowerForm
. This method returns detailed information about a specific PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @return [PowerForm]
# File lib/docusign_esign/api/power_forms_api.rb, line 231 def get_power_form(account_id, power_form_id) data, _status_code, _headers = get_power_form_with_http_info(account_id, power_form_id) return data end
Returns the form data associated with the usage of a PowerForm
. This method enables Powerform Administrators or the sender of a PowerForm
to download the data that recipients have entered into a PowerForm
. You specify the format in which you want to retrieve the data in the `Accept` header. This header accepts the following values: - `application/json`: JSON format - `application/xml`: XML format - `text/csv`: Comma-separated value (CSV) format *Note:* Only PowerForm
Administrators or the PowerForm
Sender
can download the data associated with a PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @param DocuSign_eSign::GetPowerFormDataOptions
Options for modifying the behavior of the function. @return [PowerFormsFormDataResponse]
# File lib/docusign_esign/api/power_forms_api.rb, line 285 def get_power_form_data(account_id, power_form_id, options = DocuSign_eSign::GetPowerFormDataOptions.default) data, _status_code, _headers = get_power_form_data_with_http_info(account_id, power_form_id, options) return data end
Returns the form data associated with the usage of a PowerForm
. This method enables Powerform Administrators or the sender of a PowerForm
to download the data that recipients have entered into a PowerForm
. You specify the format in which you want to retrieve the data in the `Accept` header. This header accepts the following values: - `application/json`: JSON format - `application/xml`: XML format - `text/csv`: Comma-separated value (CSV) format *Note:* Only PowerForm
Administrators or the PowerForm
Sender
can download the data associated with a PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @param DocuSign_eSign::GetPowerFormDataOptions
Options for modifying the behavior of the function. @return [Array<(PowerFormsFormDataResponse
, Fixnum, Hash)>] PowerFormsFormDataResponse
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 296 def get_power_form_data_with_http_info(account_id, power_form_id, options = DocuSign_eSign::GetPowerFormDataOptions.default) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.get_power_form_data ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.get_power_form_data" if account_id.nil? # verify the required parameter 'power_form_id' is set fail ArgumentError, "Missing the required parameter 'power_form_id' when calling PowerFormsApi.get_power_form_data" if power_form_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms/{powerFormId}/form_data".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s).sub('{' + 'powerFormId' + '}', power_form_id.to_s) # query parameters query_params = {} query_params[:'data_layout'] = options.data_layout if !options.data_layout.nil? query_params[:'from_date'] = options.from_date if !options.from_date.nil? query_params[:'to_date'] = options.to_date if !options.to_date.nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = [] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerFormsFormDataResponse') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#get_power_form_data\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Returns a single PowerForm
. This method returns detailed information about a specific PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @return [Array<(PowerForm
, Fixnum, Hash)>] PowerForm
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 241 def get_power_form_with_http_info(account_id, power_form_id) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.get_power_form ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.get_power_form" if account_id.nil? # verify the required parameter 'power_form_id' is set fail ArgumentError, "Missing the required parameter 'power_form_id' when calling PowerFormsApi.get_power_form" if power_form_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms/{powerFormId}".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s).sub('{' + 'powerFormId' + '}', power_form_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = [] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerForm') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#get_power_form\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Returns the list of PowerForms available to the user. This method returns a list of users who have sent PowerForms. @param account_id The external account number (int) or account ID Guid. @param DocuSign_eSign::ListPowerFormSendersOptions
Options for modifying the behavior of the function. @return [PowerFormSendersResponse]
# File lib/docusign_esign/api/power_forms_api.rb, line 342 def list_power_form_senders(account_id, options = DocuSign_eSign::ListPowerFormSendersOptions.default) data, _status_code, _headers = list_power_form_senders_with_http_info(account_id, options) return data end
Returns the list of PowerForms available to the user. This method returns a list of users who have sent PowerForms. @param account_id The external account number (int) or account ID Guid. @param DocuSign_eSign::ListPowerFormSendersOptions
Options for modifying the behavior of the function. @return [Array<(PowerFormSendersResponse
, Fixnum, Hash)>] PowerFormSendersResponse
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 352 def list_power_form_senders_with_http_info(account_id, options = DocuSign_eSign::ListPowerFormSendersOptions.default) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.list_power_form_senders ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.list_power_form_senders" if account_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms/senders".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s) # query parameters query_params = {} query_params[:'start_position'] = options.start_position if !options.start_position.nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = [] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerFormSendersResponse') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#list_power_form_senders\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Returns the list of PowerForms available to the user. This method returns a list of PowerForms that are available to the user. @param account_id The external account number (int) or account ID Guid. @param DocuSign_eSign::ListPowerFormsOptions
Options for modifying the behavior of the function. @return [PowerFormsResponse]
# File lib/docusign_esign/api/power_forms_api.rb, line 394 def list_power_forms(account_id, options = DocuSign_eSign::ListPowerFormsOptions.default) data, _status_code, _headers = list_power_forms_with_http_info(account_id, options) return data end
Returns the list of PowerForms available to the user. This method returns a list of PowerForms that are available to the user. @param account_id The external account number (int) or account ID Guid. @param DocuSign_eSign::ListPowerFormsOptions
Options for modifying the behavior of the function. @return [Array<(PowerFormsResponse
, Fixnum, Hash)>] PowerFormsResponse
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 404 def list_power_forms_with_http_info(account_id, options = DocuSign_eSign::ListPowerFormsOptions.default) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.list_power_forms ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.list_power_forms" if account_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s) # query parameters query_params = {} query_params[:'from_date'] = options.from_date if !options.from_date.nil? query_params[:'order'] = options.order if !options.order.nil? query_params[:'order_by'] = options.order_by if !options.order_by.nil? query_params[:'search_fields'] = options.search_fields if !options.search_fields.nil? query_params[:'search_text'] = options.search_text if !options.search_text.nil? query_params[:'to_date'] = options.to_date if !options.to_date.nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = [] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerFormsResponse') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#list_power_forms\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Creates a new PowerForm
. This method updates an existing PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @param power_form (optional parameter) @return [PowerForm]
# File lib/docusign_esign/api/power_forms_api.rb, line 452 def update_power_form(account_id, power_form_id, power_form) data, _status_code, _headers = update_power_form_with_http_info(account_id, power_form_id, power_form) return data end
Creates a new PowerForm
. This method updates an existing PowerForm
. @param account_id The external account number (int) or account ID Guid. @param power_form_id @param power_form (optional parameter) @return [Array<(PowerForm
, Fixnum, Hash)>] PowerForm
data, response status code and response headers
# File lib/docusign_esign/api/power_forms_api.rb, line 463 def update_power_form_with_http_info(account_id, power_form_id, power_form) if @api_client.config.debugging @api_client.config.logger.debug "Calling API: PowerFormsApi.update_power_form ..." end # verify the required parameter 'account_id' is set fail ArgumentError, "Missing the required parameter 'account_id' when calling PowerFormsApi.update_power_form" if account_id.nil? # verify the required parameter 'power_form_id' is set fail ArgumentError, "Missing the required parameter 'power_form_id' when calling PowerFormsApi.update_power_form" if power_form_id.nil? # resource path local_var_path = "/v2.1/accounts/{accountId}/powerforms/{powerFormId}".sub('{format}','json').sub('{' + 'accountId' + '}', account_id.to_s).sub('{' + 'powerFormId' + '}', power_form_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(power_form) auth_names = [] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PowerForm') if @api_client.config.debugging @api_client.config.logger.debug "API called: PowerFormsApi#update_power_form\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end