adjust link default parties

app/controllers/start_form_controller.rb

@@ -38,7 +38,7 @@ class StartFormController < ApplicationController
       if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
         @error_message = multiple_submitters_error_message
 
-        return render :show
+        return render :show, status: :unprocessable_entity
       end
 
       if (is_new_record = @submitter.new_record?)
@@ -63,7 +63,7 @@ class StartFormController < ApplicationController
 
         redirect_to submit_form_path(@submitter.slug)
       else
-        render :show
+        render :show, status: :unprocessable_entity
       end
     end
   end
@@ -136,8 +136,10 @@ class StartFormController < ApplicationController
 
     submitter.name = required_params['name'] if submitter.new_record?
 
-    required_params.each do |key, value|
-      submitter.errors.add(key.to_sym, :blank) if value.blank?
+    unless @resubmit_submitter
+      required_params.each do |key, value|
+        submitter.errors.add(key.to_sym, :blank) if value.blank?
+      end
     end
 
     submitter
@@ -153,6 +155,8 @@ class StartFormController < ApplicationController
       metadata: @resubmit_submitter&.metadata.presence || {}
     )
 
+    submitter.assign_attributes(@resubmit_submitter.slice(:name, :email, :phone)) if @resubmit_submitter
+
     if submitter.values.present?
       @resubmit_submitter.attachments.each do |attachment|
         submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)

app/views/templates_preferences/_recipients.html.erb

@@ -15,21 +15,23 @@
               <%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
             <% else %>
               <toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
-                <%= ff.select :option, [[t('not_specified'), 'not_set'], [t('submission_requester'), 'is_requester'], [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }], {}, class: 'base-select mb-3' %>
+                <%= ff.select :option, [[t('not_specified'), 'not_set'], (local_assigns[:with_submission_requester] != false ? [t('submission_requester'), 'is_requester'] : nil), [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }].compact, {}, class: 'base-select mb-3' %>
               </toggle-attribute>
               <%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
             <% end %>
           </div>
           <% if template.submitters.size == 2 %>
             <checkbox-group class="mt-3 flex items-center space-x-4">
-              <label class="flex items-center space-x-2 cursor-pointer">
-                <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
-                  <%= ff.check_box :is_requester, class: 'base-checkbox' %>
-                </toggle-attribute>
-                <span class="select-none">
-                  <%= t('submission_requester') %>
-                </span>
-              </label>
+              <% if local_assigns[:with_submission_requester] != false %>
+                <label class="flex items-center space-x-2 cursor-pointer">
+                  <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
+                    <%= ff.check_box :is_requester, class: 'base-checkbox' %>
+                  </toggle-attribute>
+                  <span class="select-none">
+                    <%= t('submission_requester') %>
+                  </span>
+                </label>
+              <% end %>
               <% if index == 1 %>
                 <label class="flex items-center space-x-2 cursor-pointer">
                   <toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
@@ -49,28 +51,30 @@
     <% end %>
   </div>
 <% end %>
-<% unless current_account.account_configs.exists?(key: AccountConfig::ENFORCE_SIGNING_ORDER_KEY, value: true) %>
-  <%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
-    <div class="flex items-center pt-4 mt-4 justify-between border-t w-full">
-      <span>
-        <%= t('enforce_recipients_order') %>
-      </span>
-      <%= f.fields_for :preferences, Struct.new(:submitters_order).new(template.preferences['submitters_order']) do |ff| %>
-        <%= ff.check_box :submitters_order, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'preserved', '' %>
-      <% end %>
-    </div>
+<% if local_assigns[:with_toggles] != false %>
+  <% unless current_account.account_configs.exists?(key: AccountConfig::ENFORCE_SIGNING_ORDER_KEY, value: true) %>
+    <%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
+      <div class="flex items-center pt-4 mt-4 justify-between border-t w-full">
+        <span>
+          <%= t('enforce_recipients_order') %>
+        </span>
+        <%= f.fields_for :preferences, Struct.new(:submitters_order).new(template.preferences['submitters_order']) do |ff| %>
+          <%= ff.check_box :submitters_order, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'preserved', '' %>
+        <% end %>
+      </div>
+    <% end %>
   <% end %>
-<% end %>
-<% if can?(:manage, :personalization_advanced) %>
-  <%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
-    <div class="flex items-center mt-4 justify-between w-full">
-      <span>
-        <%= t('ensure_unique_recipients') %>
-      </span>
-      <%= f.fields_for :preferences, Struct.new(:validate_unique_submitters).new(template.preferences['validate_unique_submitters']) do |ff| %>
-        <%= ff.check_box :validate_unique_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
-      <% end %>
-    </div>
+  <% if can?(:manage, :personalization_advanced) %>
+    <%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
+      <div class="flex items-center mt-4 justify-between w-full">
+        <span>
+          <%= t('ensure_unique_recipients') %>
+        </span>
+        <%= f.fields_for :preferences, Struct.new(:validate_unique_submitters).new(template.preferences['validate_unique_submitters']) do |ff| %>
+          <%= ff.check_box :validate_unique_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
+        <% end %>
+      </div>
+    <% end %>
   <% end %>
 <% end %>
 <div class="form-control mt-5">

app/views/templates_share_link/show.html.erb

@@ -1,10 +1,10 @@
 <%= render 'shared/turbo_modal_large', title: t('share_link') do %>
   <div class="mt-2 mb-4 px-5">
     <%= form_for @template, url: template_share_link_path(@template), method: :post, html: { id: 'shared_link_form', autocomplete: 'off', class: 'mt-3' }, data: { close_on_submit: false } do |f| %>
-      <div class="flex items-center justify-between gap-1">
-        <span class="pl-1"><%= t('enable_shared_link') %></span>
+      <label for="template_shared_link" class="flex items-center my-4 justify-between gap-1 alert bg-base-100 border-base-300">
+        <span><%= t('enable_shared_link') %></span>
         <%= f.check_box :shared_link, { disabled: !can?(:update, @template), class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
-      </div>
+      </label>
       <div class="flex gap-2 mt-3">
         <input id="embedding_url" type="text" value="<%= start_form_url(slug: @template.slug) %>" class="base-input w-full" autocomplete="off" readonly>
         <check-on-click data-element-id="template_shared_link">
@@ -12,7 +12,7 @@
         </check-on-click>
       </div>
     <% end %>
-    <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-3' }, data: { close_on_submit: false } do |f| %>
+    <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-4 mb-5' }, data: { close_on_submit: false } do |f| %>
       <% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
       <label class="pl-1"><%= t('link_form_fields') %></label>
       <required-checkbox-group class="flex flex-col md:flex-row items-center gap-2 w-full mt-2">
@@ -31,13 +31,13 @@
       </div>
     <% end %>
     <% if @template.submitters.to_a.length > 1 %>
-      <div class="collapse collapse-arrow join-item border border-base-300 mt-4">
+      <div class="collapse collapse-arrow join-item border border-base-300 mt-4 mb-5">
         <input type="checkbox" name="accordion">
         <div class="collapse-title text-xl font-medium">
-          <%= t('recipients') %>
+          <%= t('default_parties') %>
         </div>
         <div class="collapse-content !pb-0">
-          <%= render 'templates_preferences/recipients', template: @template, close_on_submit: false %>
+          <%= render 'templates_preferences/recipients', template: @template, close_on_submit: false, with_toggles: false, with_submission_requester: false %>
         </div>
       </div>
     <% end %>

config/locales/i18n.yml

@@ -22,6 +22,7 @@ en: &en
   hi_there: Hi there
   thanks: Thanks
   private: Private
+  default_parties: Default parties
   authenticate_embedded_form_preview_with_token: Authenticate embedded form preview with token
   stripe_integration: Stripe Integration
   require_all_recipients: Require all recipients
@@ -761,7 +762,7 @@ en: &en
   review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Review or download completed documents. Fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.
   link_form_fields: Link form fields
   at_least_one_field_must_be_displayed_in_the_form: At least one field must be displayed in the form.
-  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: This template has multiple parties, which prevents the use of a sharing link as it's unclear which party is responsible for specific fields. To resolve this, define the default party details.
+  this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: This template has multiple parties, which prevents the use of a shared link as it's unclear which party is responsible for specific fields. To resolve this, define the default party details.
   submission_sources:
     api: API
     bulk: Bulk Send
@@ -864,6 +865,7 @@ en: &en
       range_without_total: "%{from}-%{to} items"
 
 es: &es
+  default_parties: Partes predeterminadas
   authenticate_embedded_form_preview_with_token: Autenticar vista previa del formulario incrustado con token
   require_all_recipients: Requerir a todos los destinatarios
   stripe_integration: Integración con Stripe
@@ -1709,6 +1711,7 @@ es: &es
       range_without_total: "%{from}-%{to} elementos"
 
 it: &it
+  default_parties: Parti predefiniti
   authenticate_embedded_form_preview_with_token: "Autentica l'anteprima del modulo incorporato con il token"
   require_all_recipients: Richiedi tutti i destinatari
   stripe_integration: Integrazione Stripe
@@ -2552,6 +2555,7 @@ it: &it
       range_without_total: "%{from}-%{to} elementi"
 
 fr: &fr
+  default_parties: Parties par défaut
   authenticate_embedded_form_preview_with_token: Authentifier l’aperçu du formulaire intégré avec un jeton
   require_all_recipients: Exiger tous les destinataires
   stripe_integration: Intégration Stripe
@@ -3398,6 +3402,7 @@ fr: &fr
       range_without_total: "%{from} à %{to} éléments"
 
 pt: &pt
+  default_parties: Partes padrão
   authenticate_embedded_form_preview_with_token: Autenticar visualização incorporada do formulário com token
   require_all_recipients: Exigir todos os destinatários
   stripe_integration: Integração com Stripe
@@ -4244,6 +4249,7 @@ pt: &pt
       range_without_total: "%{from}-%{to} itens"
 
 de: &de
+  default_parties: Standardparteien
   authenticate_embedded_form_preview_with_token: Authentifizieren Sie die eingebettete Formularvorschau mit Token
   require_all_recipients: Alle Empfänger erforderlich
   stripe_integration: Stripe-Integration