CRM 2016 Online中的集成工作流错误

Question

当使用DocuSign的自定义工作流程（集成工作流程）到CRM Online时，我遇到了有关空值的错误。

我已正确地按照顺序（CreateEnvelop，AddDocument，AddRecipients然后GetSignature）但我仍然得到错误。我认为工作流程是解决方案的一部分，所以除非我们反编译，否则我们无法访问代码 - 这是我们不想做的事情。我们甚至认为它可能是非法的，因为它不是我们的dll。

我们如何解决此错误？

Answer 1

What version of the DocuSign base solution are you currently running? The base solution is separate from the workflow solution, and it's generally recommended that you install the latest version of that base solution along side the workflow solution.

A few things can cause this issue:

1. A refresh token that is set to null in your DocuSign configuration. This is the most likely problem. Go to "DocuSign Config" in the Settings dropdown on the sitemap, and open up the active DocuSign configuration. When it loads, you'll see a "Linked to O365" field: click the "refresh" link. This will ensure a token is created and that the workflow solution can get to it.
2. An invalid envelope ID. Make sure that the workflow is configured correctly and the envelope information is successfully getting passed to the AddDocument activity.
3. The entity or entity ID is not available to the workflow activity. The AddDocument activity needs to know this so it can connect to the entity in question to retrieve the note attachment(s). This could potentially happen if instead of setting up a workflow, you setup a custom action and did not assign it to an entity.

If none of these things help resolve the issue, feel free to reach out to DocuSign tech support and we'll help you diagnose the problem.

Hope this helps!