getsign_validate_document_placeholders
Validate DOCX or PDF curly-brace placeholders against Monday board columns.
Call as soon as a template is on the workflow, not at send. Accepts PDF
and DOCX. First call (no mappings, no confirm) only reports: matched
column ids, title-only matches that need confirmation, and unmatched
names. Preferred token is {columnId}. Title-only tokens such as
{Legal Email} do not fill until confirmed.
If the file is a PDF and it contains {columnId} merge tokens, do not
apply mappings. Offer a DOCX. If they choose DOCX, remove the PDF
first with getsign_delete_envelope_document, then
getsign_create_template with the DOCX and validate again.
If they keep the PDF, warn that those placeholders may not be
reflected as needed, then continue.
Confirmation / apply (same tool, no second tool, DOCX only):
1) Title matches with one candidate: confirm to rewrite {Legal Email}
to {email_mm65p7yd} in the stored DOCX, then this call re-validates.
2) Ambiguous titles: ask the user which column, then call again with
mappings=[{token, columnId}].
3) Unmatched only: ask proceed anyway or edit
(getsign_get_document_url action=edit). Does not rewrite.
4) All id-matched, or no placeholders: continue. Do not pass mappings
or confirm - apply is never called when there is nothing to rewrite.
Passing mappings skips elicitation and applies only pairs that are still
title-match or unmatched. Already-correct {columnId} tokens are ignored.
Never replaces a column id with a title or a Monday cell value.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| confirm | No | ||
| file_id | No | ||
| item_id | No | ||
| board_id | No | ||
| mappings | No | ||
| envelope_id | No | ||
| template_id | No | ||
| confirmation_token | No |