Docusign Powerforms嵌入成功状态 [英] Docusign Powerforms Embed Success Status

查看:104
本文介绍了Docusign Powerforms嵌入成功状态的处理方法,对大家解决问题具有一定的参考价值,需要的朋友们下面随着小编来一起学习吧!

问题描述

我正在开发一个包含多个产品的PHP应用程序,这些产品需要先征得客户的同意才能使用。
我正在使用powerforms链接将它们嵌入到我的应用程序中(使用iFrame)。

I'm working on a PHP application that has multiple products which require signing from a customer before going for the product. I'm using powerforms link to embed them on my application (using iFrame).

它们工作正常。但是问题是我需要将文档签名状态存储在数据库中。

They work fine. But the problem is I need to store the document signed status in my database.

我们可以在Docusign首选项页面中设置返回URL。但这将是静态的,我不会知道用户选择了什么产品。

The we can set a return URL in the Docusign Preferences Page. But that will be static and I won't have a clue of what product the user has selected.

参考文献:
Powerform文档

推荐答案

您可以使用 DocuSign Connect 接收信封事件的实时通知(例如,信封已完成)。在较高级别上,它的工作原理如下:

You can use DocuSign Connect to receive real-time notifications of envelope events (for example, Envelope Completed). At a high-level, it works like this:


  • 您登录到DocuSign Web控制台(以管理员身份)并创建自定义连接配置。在创建此配置的过程中,您将指定要Connect发送通知的终结点(http地址),以及要通知哪些事件。

  • You login to DocuSign web console (as Admin) and create a Custom Connect Configuration. As part of creating this configuration, you'll specify the endpoint (http address) that you want Connect to send notifications to, and which events you want to be notified of.

您构建一个侦听器,即将从DocuSign Connect接收HTTP POST消息并处理这些消息的网页。

You build a "listener" -- i.e., the web page that will receive the HTTP POST messages from DocuSign Connect, and process those messages.

当发生信封或收件人事件(您已在DocuSign Connect配置中启用了通知)时,Connect几乎会立即将HTTP POST发送给侦听器。此消息包含XML,其中包含有关信封,收件人,文档,字段等的信息。您将开发侦听器,使其能够解析XML消息以确定信封状态,数据字段值等,然后可以在上下文中进行适当响应应用程序(例如,在您的方案中,您的监听器将使用Connect的XML消息来确定信封状态以及用户选择了哪些产品)。

When an Envelope or Recipient event occurs (for which you've enabled notifications in your DocuSign Connect Configuration), Connect will almost immediately send an HTTP POST to your listener. This message contains XML with info about the Envelope, Recipients, Documents, Fields, etc. You'll develop your listener such that it parses the XML message to determine Envelope status, data field values, etc. and then can respond appropriately within the context of your application (i.e., in your scenario, your listener would use the XML message from Connect to determine envelope status and which product(s) the user selected).

请参阅本指南( http:// www.docusign.com/sites/default/files/DocuSign_Connect_Service_Guide.pdf )和DocuSign开发中心中的此页面( http://www.docusign.com/developer-center/explore/connect ),以获取有关配置/使用DocuSign Connect的更多详细信息。

See this guide (http://www.docusign.com/sites/default/files/DocuSign_Connect_Service_Guide.pdf) and this page in the DocuSign Dev Center (http://www.docusign.com/developer-center/explore/connect) for more detailed information on configuring/using DocuSign Connect.

更新-使用自定义字段填充唯一信封标识符

根据用例的性质,您可能需要使用 信封自定义字段 在创建/发送信封请求中为每个信封填充一个唯一的标识符,以便侦听器应用程序在接收到连接消息时可以识别信封。 (信封自定义字段只是信封上的一个自定义元数据。)只需在创建信封请求中设置 customFields 属性,然后填充一个 textCustomFields 项目与唯一标识符。例如:

Depending on the nature of your use case, you might need to use an "envelope custom field" to populate a unique identifier for each Envelope in the "create/send envelope" request, so that your listener application has a way of identifying the envelope when it receives a Connect message. (An 'envelope custom field' is simply a custom piece of metadata on an envelope.) Simply set the customFields property in your Create Envelope request, and populate a single textCustomFields item with the unique identifier. For example:

{
  "emailSubject": "Please sign this",
  "emailBlurb": "Please sign...thanks!",
  "customFields": {
        "textCustomFields": [
            {
                "value": "1234567",
                "required": "false",
                "show": "true",
                "name": "ProductId"
            }
        ]
    },
  "status": "sent"
  ...
}

请参阅REST API指南( http://www.docusign.com/sites/default/files /REST_API_Guide_v2.pdf )以获取有关使用自定义信封字段的更多详细信息。

See the REST API Guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf) for more detailed info about using Custom Envelope Fields.

这篇关于Docusign Powerforms嵌入成功状态的文章就介绍到这了,希望我们推荐的答案对大家有所帮助,也希望大家多多支持IT屋!

查看全文
登录 关闭
扫码关注1秒登录
发送“验证码”获取 | 15天全站免登陆