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docusign.template-document-visibility.put-template-recipients-document-visibility ​
This method updates document visibility for one or more template recipients based on the recipientId and visible values that you include in the request body. Note: A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document. Carbon Copy, Certified Delivery (Needs to Sign), Editor, and Agent recipients can always see all documents.
Updates document visibility for template recipients
Overview ​
| Property | Value |
|---|---|
| Workflow type | Atomic |
| Library | App-docusign |
| Version | 1.0 |
Input Schema ​
| Field | Type | Required | Default | Description |
|---|---|---|---|---|
base_url | string | Yes | — | Docusign API root, e.g. https://<host>/api |
api_token | string | No | — | Bearer token; omit to use the workflow's token env var |
accountid | string | Yes | — | The external account number (int) or account ID GUID. |
templateid | string | Yes | — | The ID of the template. |
documentvisibility | list | No | — | An array of documentVisibility objects that specifies which documents are visible to which recipients. |
Output Schema ​
| Field | Type | Required | Default | Description |
|---|---|---|---|---|
base_url | string | Yes | — | Docusign API root, e.g. https://<host>/api |
api_token | string | No | — | Bearer token; omit to use the workflow's token env var |
accountid | string | Yes | — | The external account number (int) or account ID GUID. |
templateid | string | Yes | — | The ID of the template. |
documentvisibility | list | No | — | An array of documentVisibility objects that specifies which documents are visible to which recipients. |
status_code | integer | No | — | HTTP status code of the completed call |
response | json | No | — | Parsed JSON response body |
failure_reason | string | No | — | — |
failure_type | string | No | — | — |
failed_at | string | No | — | — |
failed_step | string | No | — | — |
failed_layer | string | No | — | — |
failed_at_state | string | No | — | — |
error | string | No | — | — |
error_type | string | No | — | — |
States ​
| State | Initial | Terminal | Success | Auto-advance | Description |
|---|---|---|---|---|---|
pending | Yes | No | — | execute | Waiting to call PUT /v2.1/accounts/{accountId}/templates/{templateId}/recipients/document_visibility |
completed | No | Yes | Yes | — | HTTP call succeeded |
failed | No | Yes | No | — | HTTP call failed |
State Diagram ​
Transitions ​
| From | Action | To | Description |
|---|---|---|---|
pending | execute | completed | Perform PUT /v2.1/accounts/{accountId}/templates/{templateId}/recipients/document_visibility |
* (any state) | fail | failed | Record the failure reason |
API Usage ​
bash
POST /api/workflows/start
Content-Type: application/json
{
"workflow_type": "docusign.template-document-visibility.put-template-recipients-document-visibility",
"initial_data": {
"base_url": "value",
"accountid": "value",
"templateid": "value"
}
}