DocuSign for Salesforce：从“自定义”按钮创建信封时，参考潜在客户记录到收件人状态 [英] DocuSign for Salesforce: Reference Lead Record to Recipient Status When Creating Envelopes From Custom Button

问题描述

我为Leads对象编写了自定义按钮逻辑，以提取Lead Contact信息。下面的示例脚本：

I have written custom button logic for my Leads object to pull in the Lead Contact info. Example script below:

var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';var CRL='';

CCRM ='Executive Sponsor~Signer 1';

CCTM='Executive Sponsor~Signer';

CRL='Email~{!Lead.Email};FirstName~{!URLENCODE(Lead.FirstName)};LastName~{!URLENCODE(Lead.LastName)};Role~Executive Sponsor';


window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Lead.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES+"&CRL="+CRL;

此功能当前可用于将接收者拉入信封，但不会将接收者身份与正确的潜在客户记录。

This currently works on pulling the recipient into the envelope, but does not relate the Recipient Status to the correct Lead record.

推荐答案

为了将潜在客户引用到我的RecipientStatus，我必须从原始逻辑中删除所有参数：

In order to reference the Lead to my RecipientStatus, I had to remove all the parameters from my original logic:

var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';var CRL='';



window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Lead.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES+"&CRL="+CRL;

如果您不使用模板并且需要在按钮中定义其他参数，则上述选项很有用逻辑。

The above option is useful if you're not using templates and need to define other parameters in your button logic.

如果定义模板角色对您的工作流程至关重要，我找到了一种操作DocuSign Connect的选项。 My Connect工作流程搜索DocuSign收件人名称并更新 DocuSign收件人状态的潜在顾客参考查找字段。

If defining the template role is crucial to your workflow, I found an option to manipulate DocuSign Connect. My Connect workflow searches for the DocuSign Recipient Name and updates the Lead reference lookup field for DocuSign Recipient Status.

下面的示例：

运行此Connect也很重要DocuSign收件人状态后的工作流程。您无法更新尚不存在的记录：

It is also very important to run this Connect workflow after DocuSign Recipient Status. You cannot update a record that has not exist yet:

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