我在Salesforce中有一个自定义按钮，我尝试配置为自动填充收件人。我有一个自定义的Salesforce对象＆＃39; Approver＆＃39;这与我配置了自定义按钮的对象有关。审批者对象是Contacts对象的查找关系对象。审批者对象的字段包括“审批人电子邮件”，“姓名＆＃39;”，“姓氏＆＃39;”和“＆＃39;角色＆＃39;”。审批者电子邮件，名字和姓氏字段是从联系人提供此信息的公式字段。 “角色”字段是一个选项列表字段，其中包含的值与我在DocuSign for Salesforce的信封设置中配置的值相同。
我尝试在JavaScript按钮中编写代码以自动填充Approver对象中选择的联系人，但该按钮甚至没有将收件人角色插入信封中。下面是我如何编写CCRM，CCTM，CCNM和CRCL部分的JavaScript
非常感谢任何帮助
CCRM =＆＃39; 1~Appr 1 Level 1; 2~Appr 2 Level 1; 3~Appr 3 Level 1; 4~Appr 4 Level 1; 5~Appr 5 Level 1; 6~Reviewer 1; 7 〜审稿人2; 8~审稿人3; 9~审稿人4; 10~审稿人5; 11~Appr 1等级2; 12~Appr 2等级2; 13~Appr 3等级2; 14~Appr 4等级2; 15~Appr 1级3; 16~Appr 2级3; 17~Appr 3级3; 18~Appr 1级4; 19~Appr 2级4; 20~Appr 1级5; 21~Appr 2级5＆＃39; //自定义联系人类型映射 CCTM =＆＃39; 1~签名者; 2~签名者; 3~签名者; 4~签名者; 5~签名者; 6~确认收据; 7~确认收据; 8~确认收据; 9~确认收据; 10~确认收据; 11〜签名者; 12〜签名者; 13〜签名者; 14〜签名者; 15〜签名者; 16〜签名者; 17〜签名者; 18〜签名者; 19〜签名者; 20〜签名者; 21〜签名者＆＃39 ;; //自定义联系人备注地图（默认无备注） CCNM =＆＃39;＆＃39 ;; //例如：＆＃39;决策者〜注意DM;经济买家〜注意EB; DEFAULT_NOTE~默认注意＆＃39; //自定义相关联系人列表（默认对象联系人） CRCL =＆＃39; Approver__r，Email~Regreever_Email__c; FirstName~First_Name__c; LastName~Last_Name__c; ApRole~Rolert_c; LoadDefaultContacts~0＆＃39; //例：＆＃39; Approver__r，电子邮件〜Email__c;姓〜First_Name__c;名字〜Last_Name__c;作用〜Role__c，LoadDefaultContacts〜0＆＃39;
答案 0 :(得分：3)
我怀疑你想要CRCL中的loadDefaultContacts~1符合文档＆＃34; LoadDefaultContacts参数确定是否 加载源对象类型的默认联系人（0 - 不 加载，1 - 加载）。＆＃34;
我将如何调试：
一个。添加警报（由debug var控制，更改为true以查看它们）
湾最后添加Try Catch
℃。查看下面的“样本自定义”按钮，并与您尝试完成的内容进行比较，一次一步地进行
d。使用Chrome进行调试并进入Salesforce页面上创建的虚拟功能，以便查看从{！} SF令牌等生成的变量和相关值
- 样本常规自定义按钮： -
/*REQUIREMENTS:
1. Set Email Subject to Opp Name
2. Set CRL to User
3. Set signer tyoe to Carbon Copy
Created for Salesforce Version 5.2
Source Version of this button 1.0
Code Reviewed by: Group Accenture
*/
var location ='\\';
var debug = false;
try
{
var CES = 'Please sign this document for {!URLENCODE(JSENCODE(Opportunity.Name))}';
var CRL = 'Email~{!URLENCODE(JSENCODE(User.Email))};LastName~{!URLENCODE(JSENCODE(User.Name))};Role~CCSigner;RoutingOrder~1;';
var CCTM = 'CCSigner~Carbon Copy';
var CCRM = 'CCSigner~CCSigner';
location = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.id}&CES="+CES+"&CRL="+CRL+"&CCTM="+CCTM+"&CCRM="+CCRM;
}
catch (e)
{
alert("Error Occured"+e.message);
}
finally
{
if(debug)
{
alert(location);
}
else
{
window.location.href = location;
}
}
- 使用SOQL并构建CRL / CCRM / CCTM的示例复杂自定义按钮 -
{!REQUIRESCRIPT("/apex/DocuSign_JavaScript")}
{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/29.0/apex.js")}
/*REQUIREMENTS:
1. Set CRL based on Business logic using Product Type and User Roles
2. Set DST based on Business logci using Product Type
3. Business Logic (Expand Below here)
====See Section Business Rules====
4. By default this is for sandbox, prod value must be true for it to be using values for Templates in Production mode
5. This is not a one button click send
Created for Salesforce Version 5.4
Source Version of this button 0.5 (beta)
Code Reviewed by: DocuSign (TBD)
====See Section Business Rules====
DocuSign Button Logic
1. IF Docusign_Checkbox__c = TRUE
AND Sector__c = ‘Life Sciences’
THEN
Signer 1 = Business Integrity Director Role
Signer 2 = Life Sciences Sector Lead Role
2. IF Docusign_Checkbox__c = TRUE
AND Sector__c = ‘Financial Services’
THEN
Signer 1 = Business Integrity Director Role
Signer 2 = Financial Services Sector Lead Role
3. IF Docusign_Checkbox__c = TRUE
AND Sector__c <> ‘Life Sciences’,‘Financial Services’
THEN
Signer 1 = Business Integrity Director Role
Signer 2 = Health Plans & Providers Sector Lead Role
4. IF Docusign_Checkbox__c = FALSE
THEN
Signer 1 = Business Integrity Director Role
Signer 2 = Practice Lead with Signing Power
Current Questions, Assumptions and clarifications outstanding
a. What client Sign's?
i. I see the internal signers, but who is going to sign from the "clients" perspective, or will the person using the button decide
b. Can you send me the LS template, renamed to txt (xml or zip will not come through)
c. I will need the production template ids (guids) as they are different from Prod to Demo
e. What do you want the button to say aka "Send with DocuSign" or something else for your business process
f. I assume if I am missing the below you want an error message with all the issue shown without allowing the user to send:
i. No user for Role
ii. Data for Lead if not DocuSign
g. I assume the following as well:
i. The new doc with the 4 scenarios superceds the original email with the different condition
ii. You don't want to change the default on the below:
I. Email Subject or Message will be the standard default for the Managed Package in the admin
II. The expirations and reminders will be the standard default for the Managed Package in the Admin
III. I will not load the default contacts or attachments
IV. I will load the recipients based on the business rules only given in the new document
V. I will load the template based on the business rules only given in the new document
VI. This is NOT a one button click send
DEMO
EBM = DST = 1989696D-F058-42E5-9C5B-8718482E2C1A
NVS = DST = A906436D-5352-40DE-A9F8-1EE0795E4266
LS = DST = 4CFE35EC-C8A4-4090-9B72-024F1DE26757
4CFE35EC-C8A4-4090-9B72-024F1DE26757
PROD
LS DST
6048B3CD-D2C5-44BE-9630-51CFCFBD092D
EBM DST
B3D6159B-5BE3-4B80-8e8e-96173120D0EF
NVS DST
855790D3-6121-496F-B870-D0B276A54611
*/
var location ='\\';
var debug = false;
var prod = false;
//Define Business Rule Functions below for:
// Getting User Role
function getUserInfoForRole(roleName,templateRole, routingOrder)
{
var recipient = '';
try
{
var result = sforce.connection.query("select id, Email, FirstName, Lastname from User where userroleid in (Select id from UserRole where Name ='"+roleName+"')");
var userForRole = result.getArray("records");
recipient = 'Email~'+userForRole[0].Email+';FirstName~'+userForRole[0].FirstName+';LastName~'+userForRole[0].LastName+';Role~'+templateRole+';RoutingOrder~'+routingOrder+';,';
}
catch(e)
{
if(debug)
{
alert(e.message);
}
}
finally
{
}
return recipient;
}
try
{
//Set DST based on Business Logic
var DST = '';
//Set CRL based on Business Logic in Function (TBD)
var CRL = '';
//Set Signer Type to Signer for each Role as Signer (Looks to be just two in templates)
var CCTM = '';
//Set Signer Type to Signer for each Role (Looks to be just two in templates)
var CCRM = '';
if({!Contract.Docusign_Checkbox__c}==1)
{
if(debug)
{
alert('DocuSign Checked')
}
if('{!Contract.Sector__c}' == 'Life Sciences')
{
//Signer 1 = Business Integrity Director Role
CRL = getUserInfoForRole('Business Integrity Director', 'Business Integrity', '1');
CCTM = 'Business Integrity~Signer;';
CCRM = 'Business Integrity~Business Integrity;';
//Signer 2 = Life Sciences Sector Lead Role
CRL = CRL + getUserInfoForRole('Life Sciences Sector Lead', 'Client Signer', '2');
CCTM = CCTM + 'Client Signer~Signer;';
CCRM = CCRM + 'Client Signer~Client Signer;';
if(debug)
{
alert('Life Sciences')
}
if(prod)
{
DST = '6048B3CD-D2C5-44BE-9630-51CFCFBD092D'
}
else
{
DST = '686DBA37-EBF3-410F-90E3-7E3F36A95694';
}
if(debug)
{
alert(DST)
}
}
else if('{!Contract.Sector__c}' == 'Financial Services')
{
//Signer 1 = Business Integrity Director Role
CRL = getUserInfoForRole('Business Integrity Director', 'Business Integrity', '1');
CCTM = 'Business Integrity~Signer;';
CCRM = 'Business Integrity~Business Integrity;';
//Signer 2 = Financial Services Sector Lead Role
CRL = CRL + getUserInfoForRole('Financial Services Sector Lead', 'Sector Lead', '2');
CCTM = CCTM + 'Sector Lead~Signer;';
CCRM = CCRM + 'Sector Lead~Sector Lead;';
if(debug)
{
alert('Financial Services')
}
if(prod)
{
DST = 'B3D6159B-5BE3-4B80-8e8e-96173120D0EF'
}
else
{
DST = '1989696D-F058-42E5-9C5B-8718482E2C1A'
}
if(debug)
{
alert(DST)
}
}
else if(('{!Contract.Sector__c}' != 'Life Sciences') && ('{!Contract.Sector__c}' !='Financial Services'))
{
if(debug)
{
alert('Not Life Sciences or Financial Services')
}
//Signer 1 = Business Integrity Director Role
CRL = getUserInfoForRole('Business Integrity Director', 'Business Integrity', '1');
CCTM = 'Business Integrity~Signer;';
CCRM = 'Business Integrity~Business Integrity;';
//Signer 2 = Health Plans & Providers Sector Lead Role
CRL = CRL + getUserInfoForRole('Health Plans & Providers Sector Lead', 'Sector Lead', '2');
CCTM = CCTM + 'Sector Lead~Signer;';
CCRM = CCRM + 'Sector Lead~Sector Lead;';
if(prod)
{
DST = '855790D3-6121-496F-B870-D0B276A54611'
}
else
{
DST = 'A906436D-5352-40DE-A9F8-1EE0795E4266'
}
if(debug)
{
alert(DST)
}
}
else
{
//Error
if(debug)
{
alert('Error in Services detection via Sector__c')
}
}
}
else
{
//Signer 1 = Business Integrity Director Role
CRL = getUserInfoForRole('Business Integrity Director', 'Business Integrity', '1');
CCTM = 'Business Integrity~Signer;';
CCRM = 'Business Integrity~Business Integrity;';
//Signer 2 = Practice Lead with Signing Power
CRL = CRL + getUserInfoForRole('{!Contract.Sector__c} Lead', 'Practice Lead', '2');
CCTM = CCTM + 'Practice Lead~Signer;';
CCRM = CCRM + 'Practice Lead~Practice Lead;';
if(debug)
{
alert('DocuSign NOT Checked')
}
if(prod)
{
DST = '855790D3-6121-496F-B870-D0B276A54611'
}
else
{
DST = 'A906436D-5352-40DE-A9F8-1EE0795E4266'
}
if(debug)
{
alert(DST)
}
}
//Need Error Check, No OppId,
location = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Contract.id}&DST="+DST+"&CRL="+CRL+"&CCTM="+CCTM+"&CCRM="+CCRM;
}
catch (e)
{
alert("Error Occured"+e.message);
}
finally
{
if(debug)
{
alert(location);
}
else
{
window.location.href = location;
}
}