Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
Anna Kovalchuk
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James Barry commented
Custom variables are returned in the metadata object in the GET Template Details API call.
However, the only way to return custom variables is to place them on the Template.
Sometimes we may want to hide the custom variables from the document users, to pass custom processing flags and/or processing instructions to consuming automation programs.
Currently, the GET template details API call only returns variables that are related to "Roles" and variables that are explicitly on the form.
The suggestion is to return all custom variables in the metadata object, even if they are not on the form, and let the client program decide what to do with the details (ignore, use, etc...).