Documentation/How to add Dropdown field for signers while sending an eSignature request via API?

How to add Dropdown field for signers while sending an eSignature request via API?

BoldSign supports to incorporate Dropdown fields into your documents, allowing signers to choose from a predetermined list of options.

Send a document to the signer with Dropdown fields:

You can set the dropdown form field by providing dropdownOptions presenting it as a dropdown list of choices.

Here are some example codes you can use to set dropdown form fields:

Code snippet

curl -X 'POST' \
  'https://api.boldsign.com/v1/document/send' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: {your API key}' \
  -H 'Content-Type: multipart/form-data' \
  -F 'Title="Sample Document"' \
  -F 'Signers={
  "name": "hanky",
  "emailAddress": "hankyWhites@gmail.com",
  "signerType": "Signer",
  "signerRole": "Signer",
  "formFields": [
    {
      "id": "DropDown",
      "name": "DropDown",
      "fieldType": "DropDown",
      "pageNumber": 1,
      "bounds": {
        "x": 200,
        "y": 200,
        "width": 125,
        "height": 25
      },
      "isRequired": true,
      "dropdownOptions":["Male", "Female"],
      "value": "Male"
    }
  ],
  "locale": "EN"
}' \
  -F 'Files=@{your file}' \
var apiClient = new ApiClient("https://api.boldsign.com", "{Your API key}");
var documentClient = new DocumentClient(apiClient);

var documentFilePath = new DocumentFilePath
{
    ContentType = "application/pdf",
    FilePath = "{Your File path}"
};

var filesToUpload = new List<IDocumentFile>
{
    documentFilePath,
};

var dropdownField = new DropdownField(
    id: "DropDown",
    isRequired: true,
    dropdownOptions: new List<string> { "Male", "Female" },
    value: "Male",
    pageNumber: 1,
    bounds: new Rectangle(x: 100, y: 100, width: 125, height: 25));

var formFieldCollections = new List<FormField>()
{
    dropdownField
};

var signer = new DocumentSigner(
    signerName: "David",
    signerType: SignerType.Signer,
    signerEmail: "david@cubeflakes.com",
    formFields: formFieldCollections,
    locale: Locales.EN);

var documentSigners = new List<DocumentSigner>()
{
    signer
};

var sendForSign = new SendForSign()
{
    Signers = documentSigners,
    Title = "Sample Document",
    Files = filesToUpload
};
var documentCreated = documentClient.SendDocument(sendForSign);
import requests
import json

url = "https://api.boldsign.com/v1/document/send"

signer_data = {
    "name": "hanky",
    "emailAddress": "hankyWhites@gmail.com",
    "signerType": "Signer",
    "signerRole": "Signer",
    "formFields": [
    {
      "id": "DropDown",
      "name": "DropDown",
      "fieldType": "DropDown",
      "pageNumber": 1,
      "bounds": {
        "x": 200,
        "y": 200,
        "width": 125,
        "height": 25
      },
      "isRequired": True,
      "dropdownOptions":["Male", "Female"],
      "value": "Male"
    }
    ],
    "locale": "EN"
}

payload = {
    'Signers': json.dumps(signer_data),
    'Title': "Sample Document"
}

files = [
    ('Files', ('{Your file name}', open('{Your file path}', 'rb'), 'application/pdf'))
]

headers = {
    'accept': 'application/json',
    'X-API-KEY': '{Your API key}'
}

response = requests.post(url, headers=headers, data=payload, files=files)

print(response.text)
const axios = require('axios');
const FormData = require('form-data');
const fs = require('fs');
let data = new FormData();
data.append('Signers', '{\r\n  "name": "hanky",\r\n  "emailAddress": "hankyWhites@gmail.com",\r\n  "signerType": "Signer",\r\n  "signerRole": "Signer",\r\n  "formFields": [\r\n    {\r\n      "id": "DropDown",\r\n      "name": "DropDown",\r\n      "fieldType": "DropDown",\r\n      "pageNumber": 1,\r\n      "bounds": {\r\n        "x": 100,\r\n        "y": 100,\r\n        "width": 125,\r\n        "height": 25\r\n      },\r\n "dropdownOptions": ["Male", "Female"],\r\n  "value": "Male",\r\n "isRequired": true\r\n}\r\n  ],\r\n  "locale": "EN"\r\n}');
data.append('Files', fs.createReadStream('{Your file path}'));
data.append('Title', "Sample Document");

let config = {
  method: 'post',
  maxBodyLength: Infinity,
  url: 'https://api.boldsign.com/v1/document/send',
  headers: { 
    'accept': 'application/json', 
    'X-API-KEY': '{Your API key}', 
    ...data.getHeaders()
  },
  data : data
};

axios.request(config)
.then((response) => {
  console.log(JSON.stringify(response.data));
})
.catch((error) => {
  console.log(error);
});

In the given example, replace the dropDownOptions values with the desired values. Set the field type as DropDown. Upon executing the provided code, a document will be created with the specified dropDownOptions values for the DropDown form fields.