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Map Fields from the Omniscript to the DocuSign Template
To populate a DocuSign template, you define Omniscript data as input to an Omnistudio Data Mapper Transform, which uses that data to populate the template. You can construct the Omniscript data manually or copy it from the Omniscript.
Before you begin: Get DocuSign Templates from Omnistudio DocuSign Setup
You can construct the data manually. For example, if the Omniscript data is from text input fields in Step1, you can create JSON like this with null values:
{
"Step1": {
"Account": null,
"Email": null,
"Name": null,
"Phone": null
}
}If the Omniscript data is from a Type Ahead block in Step1, you can create JSON like this with null values:
{
"Step1": {
"TypeAhead1": {
"DRExtract1": {
"Account": null,
"Email": null,
"Name": null,
"Phone": null
}
}
}
}Or you can get the data from the Omniscript. Here's how to get it from Preview:
- Click Preview.
- Go to the step with the data.
- Click the copy icon in the Data JSON tab.
-
Paste this JSON in a text editor, make the values null, and save it so you can copy
it into the Data Mapper Transform.
For example:
{ "timeStamp": null, "userProfile": null, "userTimeZoneName": null, "userTimeZone": null, "userCurrencyCode": null, "userName": null, "userId": null, "omniProcessId": null, "localTimeZoneName": null, "Step1": { "Account": null, "Email": null, "Name": null, "Phone": null } }
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