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Actions198

Template Custom Field → Create

AI-generated

Summary

Creates a custom metadata field (name/value pair) on a DocuSign template, with options for UI visibility and whether the field is required.

Inputs

  • Authentication — Credential mode: JWT (Service Integration, default) or OAuth2 (User Authorization).
  • Template ID (required) — ID of the DocuSign template to add the custom field to.
  • Field Name (required) — Name of the custom field.
  • Field Value (required) — Value of the custom field.
  • Show in UI — Whether the field is visible in the DocuSign UI. Defaults to true.
  • Required — Whether the field is required. Defaults to false.

Output shape

The DocuSign API response for the created custom field, most likely the template's custom fields data.

The source pack shows only the handler signature (handleTemplateCustomFieldCreate) and not its body, so the exact endpoint, request body and response shape are not confirmed. The API request helper retries on rate limits (429) and 5xx errors, and invalid input or API errors are raised as node errors.

Examples

Example 1: Tag a template with a department label so it can be filtered later.

Template ID = the template's ID, Field Name = 'Department', Field Value = 'Legal', Show in UI = true, Required = false.

Example 2: Add a hidden internal tracking field to a template.

Template ID from a prior Template Get All step, Field Name = 'CRM_ID', Field Value = '12345', Show in UI = false.

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