将 Docusign 信封与 Salesforce 自定义对象相关联
Relate a Docusign Envelope to a Salesforce Custom object
我在 DS 中创建了一个模板,其中包含映射到 Salesforce 字段的自定义标签。当通过 DS 提供的 JS 按钮示例代码使用时,该模板运行良好,字段按预期显示。
我现在正在尝试使用 Docusign SOAPAPI 使流程自动化。创建信封时,不会填充自定义字段;甚至签名者字段。
下面是我的代码:-
DocusignAPI.ArrayOfRecipient1 recipients = new DocusignAPI.ArrayOfRecipient1();
recipients.Recipient = new list<DocusignAPI.Recipient>();
DocusignAPI.Recipient recipient = new DocusignAPI.Recipient();
recipient.Email = signer_email;
recipient.UserName = signer_name;
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipients.Recipient.add(recipient);
DocusignAPI.ArrayOfTemplateReference templateReferences = new DocusignAPI.ArrayOfTemplateReference();
templateReferences.TemplateReference = new list<DocusignAPI.TemplateReference>();
DocusignAPI.TemplateReference templateReference = new DocusignAPI.TemplateReference();
TemplateReference.Template = '6bc2930f-6d46-4804-a9fc-69d1cf3ebe09';
templateReference.TemplateLocation = 'Server';
templateReferences.TemplateReference.add(templateReference);
DocusignAPI.EnvelopeInformation ei = new DocusignAPI.EnvelopeInformation();
ei.AccountId = account_id;
ei.Subject = 'Lorem Ipsum';
ei.EmailBlurb = 'More text...';
// Create an envelope and fill it in
DocusignAPI.CustomField field = new DocusignAPI.CustomField ();
field.Name = 'DSFSSourceObjectId';
field.Value = 'a1qW0000000vMCj';
field.Show = 'false';
field.CustomFieldType = 'Text';
DocusignAPI.ArrayOfCustomField arrayOfCustomFields = new DocusignAPI.ArrayOfCustomField();
arrayOfCustomFields.CustomField = new list<DocusignAPI.CustomField>();
arrayOfCustomFields.CustomField.add(field);
ei.CustomFields = arrayOfCustomFields;
try {
DocusignAPI.EnvelopeStatus result = api_sender.CreateEnvelopeFromTemplates(templateReferences, recipients, ei, true);
envelope_id = result.EnvelopeID;
System.debug('Returned successfully, envelope_id = ' + envelope_id );
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
error_code = 'Problem: ' + e;
error_message = error_code;
}
所有自定义标签都与我的自定义对象相关,其 id 在上面的 CustomField 中定义。
感谢任何帮助。
原来我需要将对象 API 名称添加到 Id。解决方案是:-
DocusignAPI.CustomField field = new DocusignAPI.CustomField ();
field.Name = 'DSFSSourceObjectId';
field.Value = 'a1qW0000000vMCj~Property__c';
field.Show = 'false';
field.CustomFieldType = 'Text';
我在 DS 中创建了一个模板,其中包含映射到 Salesforce 字段的自定义标签。当通过 DS 提供的 JS 按钮示例代码使用时,该模板运行良好,字段按预期显示。
我现在正在尝试使用 Docusign SOAPAPI 使流程自动化。创建信封时,不会填充自定义字段;甚至签名者字段。
下面是我的代码:-
DocusignAPI.ArrayOfRecipient1 recipients = new DocusignAPI.ArrayOfRecipient1();
recipients.Recipient = new list<DocusignAPI.Recipient>();
DocusignAPI.Recipient recipient = new DocusignAPI.Recipient();
recipient.Email = signer_email;
recipient.UserName = signer_name;
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipients.Recipient.add(recipient);
DocusignAPI.ArrayOfTemplateReference templateReferences = new DocusignAPI.ArrayOfTemplateReference();
templateReferences.TemplateReference = new list<DocusignAPI.TemplateReference>();
DocusignAPI.TemplateReference templateReference = new DocusignAPI.TemplateReference();
TemplateReference.Template = '6bc2930f-6d46-4804-a9fc-69d1cf3ebe09';
templateReference.TemplateLocation = 'Server';
templateReferences.TemplateReference.add(templateReference);
DocusignAPI.EnvelopeInformation ei = new DocusignAPI.EnvelopeInformation();
ei.AccountId = account_id;
ei.Subject = 'Lorem Ipsum';
ei.EmailBlurb = 'More text...';
// Create an envelope and fill it in
DocusignAPI.CustomField field = new DocusignAPI.CustomField ();
field.Name = 'DSFSSourceObjectId';
field.Value = 'a1qW0000000vMCj';
field.Show = 'false';
field.CustomFieldType = 'Text';
DocusignAPI.ArrayOfCustomField arrayOfCustomFields = new DocusignAPI.ArrayOfCustomField();
arrayOfCustomFields.CustomField = new list<DocusignAPI.CustomField>();
arrayOfCustomFields.CustomField.add(field);
ei.CustomFields = arrayOfCustomFields;
try {
DocusignAPI.EnvelopeStatus result = api_sender.CreateEnvelopeFromTemplates(templateReferences, recipients, ei, true);
envelope_id = result.EnvelopeID;
System.debug('Returned successfully, envelope_id = ' + envelope_id );
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
error_code = 'Problem: ' + e;
error_message = error_code;
}
所有自定义标签都与我的自定义对象相关,其 id 在上面的 CustomField 中定义。
感谢任何帮助。
原来我需要将对象 API 名称添加到 Id。解决方案是:-
DocusignAPI.CustomField field = new DocusignAPI.CustomField ();
field.Name = 'DSFSSourceObjectId';
field.Value = 'a1qW0000000vMCj~Property__c';
field.Show = 'false';
field.CustomFieldType = 'Text';