Intro
HTML Input Elements are a special type of merge tag that allows document viewing users to add an input to a document.
Supported Types
The supported input types currently are:
Text Input
Text inputs allow you to request a document viewing/signing user to add any text value.
Date Input
Date input requires a user to input a valid date.
Checkbox(es)
By default, only one checkbox is rendered, however, in the component settings you can add multiple checkboxes as a list with labels.
Drop Down
This renders as a drop down select field that provides a few options to choose from.
Radio Buttons
Similar to a drop down input, Radio Buttons require a single option selection, but all values are rendered within the document
Pre-Signed Signature
A pre-signed signature allows you to draw a signature and paste it within the document. Great when you want to distribute pre-signed documents.
Note:
- All inputs can be marked as required, apart from Pre-Signed Signature (as it really isn't an input type)
- All inputs can be marked as "Inline" which will allow you to place the input in the same line as text or other elements
Limitations
Please review the following limitations of HTML Input Elements:
- Input data does not map to Salesforce objects and fields, it only remains as a selection within the document.
- Input elements embedded within a table will always be marked as "Inline". If you drag and drop non-inline input into a table, it will be rejected.