DocuSign API如何将模板中的标签与Salesforce字段同步 [英] DocuSign API how to sync tags in template with Salesforce fields

问题描述

我正在尝试使用Salesforce中的SOAP APi从模板发送文档.我使用了代码演练 NDA信息亭作为示例.我可以预先设置值，但字段的值不会写回到Salesforce.当我从DocuSign按钮发送文档时，值将按预期进行同步. //为字段添加数据 DocuSignAPI.TemplateReferenceFieldDataDataValue fd1 =新的DocuSignAPI.TemplateReferenceFieldDataDataValue(); fd1.TabLabel ='全名1'; fd1.Value = receiver.UserName;

I'm trying to send a document from a template using SOAP APi in Salesforce. I used the code walkthrough NDA kiosk as an example. I can pre-set the values but the value of the fields isn't written back to Salesforce. When I send the document from DocuSign button the values are synced as expected. // Add data for fields DocuSignAPI.TemplateReferenceFieldDataDataValue fd1 = new DocuSignAPI.TemplateReferenceFieldDataDataValue(); fd1.TabLabel = 'Full Name 1'; fd1.Value = recipient.UserName;

    ndaTemplate.FieldData = new DocuSignAPI.TemplateReferenceFieldData();
    ndaTemplate.FieldData.DataValues = new DocuSignAPI.ArrayOfTemplateReferenceFieldDataDataValue();
    ndaTemplate.FieldData.DataValues.DataValue = new DocuSignAPI.TemplateReferenceFieldDataDataValue[1];
    ndaTemplate.FieldData.DataValues.DataValue[0] = fd1;

///使用自定义字段链接对象

//LINK THE Object with custom field

DocusignNetApi.CustomField field = new DocusignNetApi.CustomField (); 
        //field.Name = 'DSFSSourceObjectId'; 
        field.Name = '##SFCustom_Object__c'; 
        field.Value = pCustomObjectId;
        field.Show = 'false';
        DocusignNetApi.ArrayOfCustomField arrayOfCustomField = new DocusignNetApi.ArrayOfCustomField();
        arrayOfCustomField.CustomField  = new DocusignNetApi.CustomField[1];
        arrayOfCustomField.CustomField[0] = field;
        pEnvelopeInformation.CustomFields = arrayOfCustomField;

我确实在自定义字段中设置了外部对象ID，并且信封和收件人状态与我的自定义对象有关.我不太确定如何实现自己想要的目标.有人可以推荐我去看文档吗?

I do set external object ID in the custom fields and the envelope and recipient status are related to my custom object. I'm not really sure how to achieve what I want. Can someone refer me to a doc?

推荐答案

我不认为通过DS API有关于该过程的实际文档，但是您正确地希望将objectID用作信封自定义字段.信封自定义字段应命名为"## SF {objectID}"，因此对于Opp而言，它将为## SFOpportunity.

I do not believe there is actual documentation on the process via the DS API, but you have it correct that you want the objectID to be an envelope custom field. The envelope custom field should be named "##SF{objectID}" so for an Opp it would be ##SFOpportunity.

您还需要将自定义对象映射回Connect(通过DS Web应用程序)中的自定义字段，该屏幕截图使用的是引号，但任何自定义对象都应该相同.

You'll also need to map back the custom object to the custom field in Connect (via the DS web app), the screenshot is using Quotes, but it should be the same for any custom object.

如果您希望该自定义对象说明上的DocuSign状态将其映射回

Also if you want the DocuSign Status on that custom object instructions to map it back can be found here. I think the Status will come back properly despite being sent from the API as opposed to the DocuSign for Salesforce manage package.

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