Question

我在Docusign Sandbox中创建了一些自定义字段，但在发送给eSignature时我无法将它们放到信封上。

我希望Dignerign自定义字段在签名者输入某个值并签署文档时将数据写回Salesforce字段

我已尝试使用以下JSON。信封已创建，但我找不到自定义字段

{
 "emailBlurb": "String content",
 "emailSubject": "String content",
 "enableWetSign": "true",
 "recipientsLock": "false",
 "status": "sent",
 "customFields": {
  "listCustomFields": [{
   "name": "String content",
   "required": "false",
   "show": "true",
   "value": "String content",
   "listItems": [
    "String content"
   ]
  }],
  "textCustomFields": [{
   "name": "Insurance Expiration",
   "required": "false",
   "show": "true",
   "value": "012/02/2111"
  }]
 },
 "templateId": "152bacc1-9d5d-4243-9fe4-9dafe0785164",
 "templateRoles": [{
  "email": "r00ranjit@gmail.com",
  "name": "ranjit",
  "roleName": "CFO",
  "emailNotification": {
   "emailSubject": "String content",
   "emailBody": "String content"
  },
  "tabs": {
   "textTabs": [{
    "tabLabel": "String content111",
    "name": "String content1",
    "value": "String content"
   }]
  }
 }],

 "emailSettings": {
  "bccEmailAddresses": [{
   "email": "r00ranjit@gmail.co"
  }]
 },

"compositeTemplates": [{
    "inlineTemplates": [{
        "sequence": "1",
        "customFields": {
            "textCustomFields": [{
                "name": "Insurance Expiration",
                "required": "true",
                "show": "true",
                "value": "06/06/2010"
            }]
        },
        "recipients": {
            "signers": [{
                "name": "Millard Fillmore",
                "email": "ranjit.r@attinadsoftware.com",
                "recipientId": "1",
                "routingOrder": "1"
            }]
        }
    }]
}]

}

Answer 1

当您从Salesforce发送时，传递给文档的信息（例如SourceID和源对象类型），DocuSign Connect将尝试匹配记录以处理将数据推回Salesforce的请求。

当您从API发送时，您需要提供此数据，以便Salesforce知道您希望在何处发布信息。

DocuSign API how to sync tags in template with Salesforce fields

https://salesforce.stackexchange.com/questions/92069/how-to-set-docusign-envelope-external-source-id-field-via-docusign-api

那些应该有所帮助。

如何使用REST api将预先创建的自定义字段从docusign Sandbox带到信封？

1 个答案: