Question

在这里寻找一些开发人员的帮助（对于代码来说还是新手）但是我知道这是可能的，因为我有类似的工作线索。

基本上我想在机会上使用docusign按钮为发送创建一个自定义按钮，首先验证机会以确保满足所有最低标准。为此，我知道我将需要一个显示错误消息的VisualForce页面，一个APEX类和/或自定义按钮本身。验证运行时，我希望它看看：

机会上的几个自定义字段
机会有与之相关的产品
至少确定了一个联系人角色

每次单击该按钮时，它会检查这些条件并显示任何错误，只有在满足所有条件后，才允许用户前进到docusign设置。

有人可以帮忙吗？

APEX类

public class ReadyforDocuSignValidation 
{
    public id opportunityobjid {get; set;}
    public String error {get; set;}
    public String reft {get; set;}
    public Boolean sterr {get; set;}
    public String sterrmsg {get; set;}
    public ReadyforDocuSignValidation (ApexPages.StandardController controller)
    {
        sterr=false;
        sterrmsg ='To send via DocuSign you must have added a contact role';
        error = 'Please complete the following fields before conversion:<br/>';
        reft ='';
        opportunityobjid = ((opportunity) controller.getRecord()).id;
        Opportunity opportunityobj = [select TOB_Billing_Entity__c, Split_Date_1__c, Split_1__c, Does_This_Include_Recurring__c from Opportunity where id =: opportunityobjid];

        if (opportunityobj.TOB_Billing_Entity__c == null ||
            opportunityobj.Split_Date_1__c == null ||
            opportunityobj.Split_1__c == null ||
            opportunityobj.Does_This_Include_Recurring__c == null)
        {
            reft = '1';
            if(opportunityobj.TOB_Billing_Entity__c == null) {error = error + '- TOB Billing Entity />';}
            if(opportunityobj.Split_Date_1__c == null){error = error + '- Split Dates />';}
            if(opportunityobj.Split_1__c == null){error = error + '- Split % />';}
            if(opportunityobj.Does_This_Include_Recurring__c == null){error = error + '- Recurring Products? />';}
        }
        if (opportunityobj.Stage != 'Ready for Docusign')
        {
            //sterr = true;
            if (reft == '1')
            {
                sterr = true;
            }
            else
            {
                error = '';
                reft = '1';
                sterr = true;
            }
        }         
    }
}

Visualforce Page

<apex:page standardController="Opportunity" showheader="false" extensions ="ReadyforDocuSignValidation">
    <style>
        h2
        { width: 300% !important; }
    </style>
    <script>
        window.onload = function() {
            window.onblur = function(){window.close();
        }
        if(document.getElementById('sd').innerHTML == "")
        {
            var ids = document.getElementById('ids').innerHTML;
            window.opener.location.href="/apex/docusign_editenvelope?DSEID=" + ids + "&rc=&SourceID=" + ids;
            window.top.close ();
        }
        else
        {
            settimeout(function(){
            winndow.close();
        }, 10000);
        }};
    </script>
       <div id="sd" style="display": none;">{!reft}</div>
       <div id="ids" style="display: none;">{!opportunityobjid}</div>
    <apex:pageBlock title="ReadyforDocuSign">
      <apex:pageBlockButtons location="bottom">
          <button onclick="window.close();">Close</button>
     </apex:pageBlockButtons>
      <apex:pageMessage severity="error" strength="1">
          <apex:outputText value="{!error}" escape="false" />
          <apex:outputText value="{!sterrmsg}" escape="false" rendered="{!sterr}"/><br />         
      </apex:pageMessage>
  </apex:pageBlock>                                                                            
</apex:page>

按钮

var url = "/apex/ReadyforDocuSignValidation?id={!Opportunity.Id}"; 
var width = "350"; 
var height = "350"; 
window.open(url, '','scrollbars=no,resizable=no,status=no,toolbar=no,menubar=no, width=' + width + ',height=' + height + ',left=' + ((window.innerWidth - width)/2) + ',top=' + ((window.innerHeight - height)/2) );

通过DocuSign自定义按钮发送验证

0 个答案: