Docusign API V3 - 我有一个沙箱帐户，一个使用自定义字段设置的模板。我有soap xml代码来创建信封，附加模板（通过ID）但我无法弄清楚如何在通过电子邮件发送之前填充自定义字段。我尝试过使用
<CustomField>
<Name>Custom Field List</Name>
<Show>True</Show>
<Required>True</Required>
<Value />
<CustomFieldType>List</CustomFieldType>
<ListItems>One; Two; Three</ListItems>
</CustomField>
<CustomFields>
<CustomField>
<Name>FullName</Name>
<Show>True</Show>
<Required>True</Required>
<Value>John W Smith</Value>
</CustomField>
<CustomField>
<Name>Address</Name>
<Show>True</Show>
<Required>True</Required>
<Value>123 Any Way Tempe, AZ 85082</Value>
<CustomFieldType>List</CustomFieldType>
<ListItems>One; Two; Three</ListItems>
</CustomField>
</CustomFields>
和
<Document>
<ID>1</ID>
<Name>3 Page Purchase Contract Template - test </Name>
<!--PDFBytes>base64Binary</PDFBytes-->
<!--TransformPdfFields>true</TransformPdfFields-->
<FileExtension>pdf</FileExtension>
<DocumentFields>
<DocumentField>
<Name>FullName</Name>
<Value>John W Smith</Value>
</DocumentField>
</DocumentFields>
</Document>
在代码中，即使在不同的地方，我也不会出错，但也没有任何反应。没有填写信息 - 这是我的示例XML代码到目前为止 - 安全性很好 - 模板的信封是通过电子邮件发送的 - 我无法弄清楚我缺少的是什么。
<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:Body>
<CreateEnvelopeFromTemplatesAndForms xmlns="http://www.docusign.net/API/3.0">
<EnvelopeInformation>
<TransactionID></TransactionID>
<Asynchronous>false</Asynchronous>
<AccountId>123</AccountId>
<EmailBlurb>Test CreateEnvelopeFromTemplatesAndForms - Customized message goes here. This is good progress, need to complete building the script then integrate with SMS script. </EmailBlurb>
<Subject>Test CreateEnvelopeFromTemplatesAndForms</Subject>
<SigningLocation>Online</SigningLocation>
<CustomFields>
<CustomField>
<Name>Home Owner</Name>
<Show>True</Show>
<Required>True</Required>
<Value>John W Smith</Value>
</CustomField>
<CustomField>
<Name>Home Address</Name>
<Show>True</Show>
<Required>True</Required>
<Value>123 Any Way Tempe, AZ 85082</Value>
</CustomField>
<!--CustomField>
<Name>Custom Field List</Name>
<Show>True</Show>
<Required>True</Required>
<Value />
<CustomFieldType>List</CustomFieldType>
<ListItems>One; Two; Three</ListItems>
</CustomField-->
</CustomFields>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<EnableWetSign>false</EnableWetSign>
<AllowRecipientRecursion>true</AllowRecipientRecursion>
<AllowMarkup>false</AllowMarkup>
</EnvelopeInformation>
<CompositeTemplates>
<CompositeTemplate>
<ServerTemplates>
<ServerTemplate>
<Sequence>1</Sequence>
<TemplateID>123</TemplateID>
</ServerTemplate>
</ServerTemplates>
<InlineTemplates>
<InlineTemplate>
<Sequence>2</Sequence>
<Envelope>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName>Home Owner Email</UserName>
<Email>mm@mm.com</Email>
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<RoutingOrder>1</RoutingOrder>
<Note />
<RoleName>SignerOne</RoleName>
<DefaultRecipient>true</DefaultRecipient>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>3</PageNumber>
<XPosition>12</XPosition>
<YPosition>10</YPosition>
<ScaleValue>1.00000</ScaleValue>
<Type>SignHere</Type>
<Name>SignHere</Name>
<TabLabel>Sign Here 1</TabLabel>
<Value />
<CustomTabHeight>0</CustomTabHeight>
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
</Tab>
</Tabs>
<Subject>Sample Form</Subject>
<EmailBlurb />
<SigningLocation>Online</SigningLocation>
<EnableWetSign>true</EnableWetSign>
</Envelope>
</InlineTemplate>
</InlineTemplates>
<PDFMetaDataTemplate>
<Sequence>3</Sequence>
</PDFMetaDataTemplate>
<Document>
<ID>1</ID>
<Name>3 Page Purchase Contract Powerform.doc.pdf</Name>
<!--PDFBytes>base64Binary</PDFBytes-->
<TransformPdfFields />
<FileExtension>pdf</FileExtension>
<DocumentFields>
<DocumentField>
<Name>Address</Name>
<Value>123 Any Way Tempe, AZ 85281</Value>
</DocumentField>
</DocumentFields>
</Document>
</CompositeTemplate>
</CompositeTemplates>
<ActivateEnvelope>true</ActivateEnvelope>
</CreateEnvelopeFromTemplatesAndForms>
</soap:Body>
</soap:Envelope>
答案 0 :(得分：0)
Tazz602，
DocuSign术语可能有点误导，自定义字段只是发件人不会被抛光到可见文档的字段，也就是收件人无法更改的数据收集元数据。标签|安全字段是可见的，可以是发件人或收件人，可编辑或只读，并且可以打磨到可见文档，除非它们是CarbonCopy用户的字段。
如果您的意思是自定义字段（发件人填写的元数据）或发件人或收件人填写的标签（在此示例中，只是签名标签），那么我建议您查看下面的JSON示例，然后查看下面的XML，以便您将看到设置和检索不同类型的自定义字段和选项卡的方式和位置。记住收件人自定义字段是最旧的，只是一个包含3个100个字符的数组，其中信封和文档自定义字段是键值对的数组。看来你正在通过SOAP发送XML，但同样的规则适用，如果你看一下使用SOAP通过REST发送的信封，你也可以看到通过SOAP发送的实际XML格式。
标题
Content-Type: multipart/form-data; boundary=AAA
<强> JSON
--AAA
Content-Type: application/json
Content-Disposition: form-data
{
"emailBlurb": "Test for CEFTAF Lab 2 Custom Fields Recipient Fields Document Fields",
"emailSubject": "Test for Dev 201 Lab 2",
"status": "created",
"enforceSignerVisibility" : "true",
"notification":{
"useAccountDefaults":"false",
"reminders":{
"reminderEnabled":"true",
"reminderDelay":"2",
"reminderFrequency":"2"
},
"expirations":{
"expireEnabled":"true",
"expireAfter":"15",
"expireWarn":"1"
}
},
"compositeTemplates": [{
"inlineTemplates": [{
"sequence": "1",
"customFields": {
"textCustomFields": [
{
"fieldId": "123",
"name": "MYCustomID",
"show": "false",
"required": "false",
"value": "myId012345"
}
],
"listCustomFields": [
{
"listItems": [
"elementValue1","elementValue2","elementValue3"
],
"fieldId": "1234",
"name": "myArrayListofItems",
"show": "false",
"required": "false",
"value": "3"
}
]
},
"documents": [{
"documentId": "1",
"name": "test1.txt",
"documentFields": [
{
"name": "Test1",
"value": "value for test1"
}
],
},
{
"documentId": "2",
"name": "test2.txt"
},
{
"documentId": "3",
"name": "test3.txt"
}
],
"recipients": {
"carbonCopies": [
{
"email": "dsproservedemosoap01+Testcc@gmail.com",
"name": "David Grigsby (see all but 3 document)",
"recipientId": "3",
"routingOrder": "3"
},
{
"email": "dsproservedemosoap01+Testcc1@gmail.com",
"name": "David Grigsby (see all)",
"recipientId": "4",
"routingOrder": "4"
}
],
"signers": [{
"recipientId": "1",
"customFields": [
"Recip 1 ID 1234"
],
"name": "David Grigsby (Sees all)",
"email": "dsproservedemosoap01+Test1@gmail.com",
"routingOrder": "1",
"tabs": {
"signHereTabs": [{
"anchorString": "Sign1",
"tabLabel": "Sign Here 1"
}]
}
},
{
"recipientId": "2",
"name": "David Grigsby (sees all but page 2)",
"email": "david.grigsby@example.com",
"requireSignOnPaper": "true",
"routingOrder": "2",
"tabs": {
"signHereTabs": [{
"anchorString": "Sign2",
"tabLabel": "Sign Here 2"
}]
}
}
]
}
}]
}]
}
--AAA
Content-Type: application/txt
Content-Disposition: file; filename="test1.txt"; documentid=1
Test Document 1
Sign1 Here _______________________________ Custom1 Approve:
Sign2 Here _______________________________ Custom2 Approve:
--AAA
Content-Type: application/txt
Content-Disposition: file; filename="test2.txt"; documentid=2
Test Document 2
Sign1 Here _______________________________
--AAA
Content-Type: application/txt
Content-Disposition: file; filename="test3.txt"; documentid=3
Test Document 3
No Tabs for anyone means visbile to all by default unless excluded
--AAA--
<强> XML GET - REST
<customFields xmlns="http://www.docusign.com/restapi" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
<listCustomFields>
<listCustomField>
<fieldId>210499477</fieldId>
<name>myArrayListofItems</name>
<required>false</required>
<show>false</show>
<value>3</value>
<listItems xmlns:a="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
<a:string>elementValue1</a:string>
<a:string>elementValue2</a:string>
<a:string>elementValue3</a:string>
</listItems>
</listCustomField>
</listCustomFields>
<textCustomFields>
<textCustomField>
<fieldId>210499476</fieldId>
<name>MYCustomID</name>
<required>false</required>
<show>false</show>
<value>myId012345</value>
</textCustomField>
</textCustomFields>
SOAP
<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:wsa="http://schemas.xmlsoap.org/ws/2004/08/addressing" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd">
<soap:Header>
<wsa:Action>http://www.docusign.net/API/3.0/RequestEnvelopeResponse</wsa:Action>
<wsa:MessageID>urn:uuid:40ffda2d-b9f9-423a-8e39-74dac07cf994</wsa:MessageID>
<wsa:RelatesTo>urn:uuid:24dc8bbd-92a0-4dcc-b517-6a3aac69d596</wsa:RelatesTo>
<wsa:To>http://schemas.xmlsoap.org/ws/2004/08/addressing/role/anonymous</wsa:To>
<wsse:Security>
<wsu:Timestamp wsu:Id="Timestamp-6ca93662-5aad-4cc0-92ad-f614e4aeb225">
<wsu:Created>2017-12-05T16:34:20Z</wsu:Created>
<wsu:Expires>2017-12-05T16:39:20Z</wsu:Expires>
</wsu:Timestamp>
</wsse:Security>
</soap:Header>
<soap:Body>
<RequestEnvelopeResponse xmlns="http://www.docusign.net/API/3.0">
<RequestEnvelopeResult>
<AccountId>46d46020-570f-9999-8f02-c9859f65fc45</AccountId>
<Documents>
<Document>
<ID>1</ID>
<Name>test1.txt</Name>
<PDFBytes>AA==</PDFBytes>
<FileExtension>pdf</FileExtension>
</Document>
<Document>
<ID>2</ID>
<Name>test2.txt</Name>
<PDFBytes>AA==</PDFBytes>
<FileExtension>pdf</FileExtension>
</Document>
<Document>
<ID>3</ID>
<Name>test3.txt</Name>
<PDFBytes>AA==</PDFBytes>
<FileExtension>pdf</FileExtension>
</Document>
</Documents>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName>David Grigsby (Sees all)</UserName>
<Email>dsproservedemosoap01+Test1@gmail.com</Email>
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<RoutingOrder>1</RoutingOrder>
<Note />
</Recipient>
<Recipient>
<ID>2</ID>
<UserName>David Grigsby (sees all but page 2)</UserName>
<Email>david.grigsby@example.com</Email>
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<RoutingOrder>2</RoutingOrder>
<Note />
</Recipient>
<Recipient>
<ID>3</ID>
<UserName>David Grigsby (see all but 3 document)</UserName>
<Email>dsproservedemosoapui+Testcc@gmail.com</Email>
<Type>CarbonCopy</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<RoutingOrder>3</RoutingOrder>
<Note />
</Recipient>
<Recipient>
<ID>4</ID>
<UserName>David Grigsby (see all)</UserName>
<Email>dsproservedemosoap01+Testcc1@gmail.com</Email>
<Type>CarbonCopy</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<RoutingOrder>4</RoutingOrder>
<Note />
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>70</XPosition>
<YPosition>49</YPosition>
<ScaleValue>1</ScaleValue>
<AnchorTabItem>
<AnchorTabString>Sign1</AnchorTabString>
<Unit>Pixels</Unit>
</AnchorTabItem>
<Type>SignHere</Type>
<Name>SignHere</Name>
<TabLabel>Sign Here 1</TabLabel>
<Value />
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>350</XPosition>
<YPosition>92</YPosition>
<ScaleValue>1</ScaleValue>
<AnchorTabItem>
<AnchorTabString>Custom1 Approve:</AnchorTabString>
<Unit>Pixels</Unit>
</AnchorTabItem>
<Type>Approve</Type>
<Name>Please Approve this</Name>
<TabLabel>Custom API Approve_1</TabLabel>
<Value />
<CustomTabWidth>125</CustomTabWidth>
<CustomTabHeight>39</CustomTabHeight>
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>2</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>70</XPosition>
<YPosition>92</YPosition>
<ScaleValue>1</ScaleValue>
<AnchorTabItem>
<AnchorTabString>Sign2</AnchorTabString>
<Unit>Pixels</Unit>
</AnchorTabItem>
<Type>SignHere</Type>
<Name>SignHere</Name>
<TabLabel>Sign Here 2</TabLabel>
<Value />
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
</Tab>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>2</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>350</XPosition>
<YPosition>135</YPosition>
<ScaleValue>1</ScaleValue>
<AnchorTabItem>
<AnchorTabString>Custom2 Approve:</AnchorTabString>
<Unit>Pixels</Unit>
</AnchorTabItem>
<Type>Approve</Type>
<Name>Please Approve this</Name>
<TabLabel>Custom API Approve_2</TabLabel>
<Value />
<CustomTabWidth>125</CustomTabWidth>
<CustomTabHeight>39</CustomTabHeight>
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
</Tab>
</Tabs>
<Subject>Test for Dev 201 Lab 2</Subject>
<EmailBlurb>Test for CEFTAF Lab 2 Custom Fields Recipient Fields Document Fields</EmailBlurb>
<SigningLocation>Online</SigningLocation>
<CustomFields>
<CustomField>
<Name>MYCustomID</Name>
<Show>False</Show>
<Required>False</Required>
<Value>myId012345</Value>
</CustomField>
<CustomField>
<Name>myArrayListofItems</Name>
<Show>False</Show>
<Required>False</Required>
<Value>3</Value>
<CustomFieldType>List</CustomFieldType>
<ListItems>elementValue1;elementValue2;elementValue3</ListItems>
</CustomField>
</CustomFields>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<Notification>
<Reminders>
<ReminderEnabled>true</ReminderEnabled>
<ReminderDelay>2</ReminderDelay>
<ReminderFrequency>2</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>true</ExpireEnabled>
<ExpireAfter>15</ExpireAfter>
<ExpireWarn>1</ExpireWarn>
</Expirations>
</Notification>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<AllowMarkup>false</AllowMarkup>
<AllowReassign>true</AllowReassign>
</RequestEnvelopeResult>
</RequestEnvelopeResponse>
</soap:Body>
</soap:Envelope>