The Create record action generates a new object within OneSpan Sign. When you choose transaction as the type of record, this action initiates a new OneSpan Sign transaction.
Transaction Information
Input field | Description |
|---|---|
Transaction name | Required. The display name of the transaction as seen by senders and recipients. |
Status | Required. Sets the initial status ( |
Documents
A collection of documents included in the transaction. Each document must contain the following fields:
Input field | Description |
|---|---|
Document ID | Required. Unique identifier for the document. |
Document name | Required. Name of the document as it appears in OneSpan Sign. |
Document index | Optional. Determines document order within the signing process. |
Base64 content | Required. Base64‑encoded file content. |
Roles
Roles represent the participants in the transaction, including signers and other recipients. Each role supports the following fields:
Input field | Description |
|---|---|
Role ID | Required. Unique identifier for the role. |
Role name | Required. Display name of the participant. |
Signer first name | Required. First name of the signer. |
Signer last name | Required. Last name of the signer. |
Signer email | Required. Email address of the signer. |
Role index | Optional. Defines the signer’s position in the workflow. |
Email message content | Optional. Custom message included in the email sent to this signer. |
Auth scheme | Optional. Identity‑verification method (e.g., NONE, |
Auth challenge | Optional. Challenge information required by the selected authentication method. |
Signer company | Optional. Company name of the signer. |
Signer title | Optional. Job title or role of the signer. |
Attachment requirements | Optional. Additional documents the signer must upload. |
Settings
Settings allow you to configure the behavior and appearance of the transaction.
Setting | Description |
|---|---|
In Person | Optional. Indicates that this is an in‑person signing session. |
Font Size | Optional. Default font size used during signing. |
Default Time‑Based Expiry | Optional. Number of days before the transaction expires. |
Message to All Recipients | Optional. A message displayed to all transaction participants. |
Timezone | Optional. Time zone applied to the transaction (e.g., |
Language | Optional. Language code for emails and the signing ceremony (e.g., |
Review Before Completion | Optional. Requires sender review before marking the transaction complete. |
Maximum number of files per attachment | Optional. Limits how many files may be uploaded for each attachment requirement. |
Sender Visible | Optional. Determines whether the sender appears in the signer list. |
Data
Use these fields to attach metadata to the transaction.
Field | Description |
|---|---|
Workato Data | Optional. Contextual information used for Workato integrations and troubleshooting. |
Custom Fields | Optional. Additional metadata such as internal reference numbers. |
Sender
If provided, sender details override the connected user.
Field | Description |
|---|---|
Sender first name | Optional. First name of the sender. |
Sender last name | Optional. Last name of the sender. |
Sender email | Required if sender details are provided. Email address of the sender. |
Field availability may change as the connector evolves.
Output
Output field | Description |
|---|---|
Package ID | The unique ID of the OneSpan Sign transaction. Use this value in subsequent steps to retrieve, update, or track the transaction. |