从模板

Question

对于以下要求我们想使用DocuSce for SalesForce：
 1.内部用户，单击页面布局上触发DocuSign的按钮  2.社区用户，单击VF页面上的按钮以触发DocuSign

为此，我已连接salesforce和Docusign帐户。并完成了基本配置，例如在DocuSign和SalesForce之间挂钩自定义变量，使用pdf创建模板以及一些标签，如签名，初始和日期签名。假设模板ID为aa3d9632-1595-4fef-87dd-1795334edf9d。

现在，对于上面的第一个要求，我在页面布局上创建了一个JavaScript按钮，它使用创建的模板aa3d9632-1595-4fef-87dd-1795334edf9d。在此处，当内部用户点击按钮时，收件人可以看到模板中包含的所有标签（签名，初始和日期签名）。

对于第二个要求，我使用SOAP API来触发DocuSign。由于我已经有了aa3d9632-1595-4fef-87dd-1795334edf9d模板，我也想在第二个要求中使用相同的模板。为此，我在下面的代码中使用CreateEnvelopeFromTemplates()方法：

//Step #1) Buiding Template, Recipient and Envelope information
// 1.1) Put the created template from DocuSign

DocuSignAPI.TemplateReference templetRef = new DocuSignAPI.TemplateReference();
templetRef.Template = aa3d9632-1595-4fef-87dd-1795334edf9d;
templetRef.TemplateLocation = 'Server';

DocuSignAPI.ArrayOfTemplateReference templetRefs = new DocuSignAPI.ArrayOfTemplateReference();
templetRefs.TemplateReference = new DocuSignAPI.TemplateReference[]{templetRef};
system.debug('templetRefs: '+templetRefs);

// 1.2) Create a Recipient
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient();
recipient.Email         = docuSign_email;
recipient.UserName      = docuSign_fName+' '+docuSign_lName;
recipient.Type_x        = 'Signer';
recipient.ID            = 1;
recipient.RoutingOrder  = 1; 
recipient.RequireIDLookup = false;

DocuSignAPI.ArrayOfRecipient1 recipients = new DocuSignAPI.ArrayOfRecipient1();
recipients.Recipient = new DocuSignAPI.Recipient[]{recipient};

system.debug('recipients: '+recipients);           


// 1.3) Construct the envelope information
DocuSignAPI.EnvelopeInformation envelopeInfo = new DocuSignAPI.EnvelopeInformation();
envelopeInfo.Subject    = 'Terms of Agreement for your Signature';
envelopeInfo.EmailBlurb = 'We are sending you this request for your electronic signature, please review and electronically sign by following the link above. ';
envelopeInfo.AccountId  = accountId;

//Populate Application as a Custom Field in Envelope
DocuSignAPI.CustomField custFiled = new DocuSignAPI.CustomField();
custFiled.Name      = 'DSFSSourceObjectId';
custFiled.Value     = docuSign_appID;
custFiled.show      = 'False';
custFiled.Required  = 'True';
custFiled.CustomFieldType = 'Text';

DocuSignAPI.ArrayOfCustomField CustFields = new DocuSignAPI.ArrayOfCustomField();
//CustFields.CustomField = new DocuSignAPI.CustomField[]{custFiled,accFiled};
CustFields.CustomField = new DocuSignAPI.CustomField[]{custFiled};

envelopeInfo.CustomFields = CustFields;             

system.debug('envelopeInfo: '+envelopeInfo);

// Step #2) Create a Envelope with informtion created from step #1 and SendEnvelope
System.debug('Calling the API');

//DocuSignAPI.EnvelopeStatus es  = dsApiSend.CreateAndSendEnvelope(envelope);
DocuSignAPI.EnvelopeStatus envelopStatus = dsApiSend.CreateEnvelopeFromTemplates(templetRefs, recipients,envelopeInfo,true);
envelopeId = envelopStatus.EnvelopeID;

在这种情况下，收件人无法看到模板中包含的任何标签（签名，初始和日期签名）。< / p>

奇怪的是，当用户单击页面布局JavaScript按钮单击时，这些选项卡是可见的，但不是在VF页面按钮单击时。

Answer 1

您必须将收件人映射到模板角色

以下是需要更新的代码段。

• 我已设置收件人角色名recipient.RoleName = 'Signer 1'
• 创建了ArrayOfTemplateReferenceRoleAssignment并添加到TemplateReference。

查看完整代码here

 // 1.2) Create a Recipient
 DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient();
 recipient.Email         = docuSign_email;
 recipient.UserName      = docuSign_fName+' '+docuSign_lName;
 recipient.Type_x        = 'Signer';
 recipient.ID            = 1;
 recipient.RoutingOrder  = 1; 
 recipient.RequireIDLookup = false;
 recipient.RoleName = 'Signer 1';

 DocuSignAPI.ArrayOfRecipient1 recipients = new DocuSignAPI.ArrayOfRecipient1();
 recipients.Recipient = new DocuSignAPI.Recipient[]{recipient};


 ArrayOfTemplateReferenceRoleAssignment tras = new ArrayOfTemplateReferenceRoleAssignment();
 TemplateReferenceRoleAssignment assign = new TemplateReferenceRoleAssignment();
 assign.setRoleName(recipient.getRoleName());
 assign.setRecipientID(recipient.getID());
 tras.getRoleAssignment().add(assign);
 templetRef.setRoleAssignments(tras);