Question

我正在使用REST编写Salesforce-DocuSign集成，并且需要将我的信封与自定义对象相关联。有人可以告诉我如何将信封与其他物体联系起来吗？我们必须使用以下资源吗？ https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeCustomFields/ 实际上我尝试使用以下json创建信封，后者确实有自定义字段。我不确定textCustomFields中的name属性，现在我有一个值，它对应于我在DocuSign控制台中创建的信封自定义字段。应该是＆＃34; EnevelopeExternalSourceId＆＃39;？或者＆＃39; DSFSSourceObjectId＆＃39;？我在请求json中传递的值未填充。有人能指出我正确的方向吗？ DocuSign日志显示以下内容：尝试搜索对象ID，搜索值：已创建搜索查询：在返回My_Custom_Object__c（id）的所有字段中查找{Created} 找不到对象。

有人为REST做过这个吗？我找到了一些SOAP示例，而不是一个休息示例。

   {
        "textCustomFields": [{
            "value": "a54c00000000iwpAAA",
            "show": "true",
            "required": "true",
            "name": "GCApplicationID",
            "fieldId": null
        }],
        "status": "created",
        "recipients": {
            "signers": [{
                "tabs": {
                    "signHereTabs": [{
                        "yPosition": null,
                        "xPosition": null,
                        "width": "100",
                        "TabLabel": null,
                        "tabid": null,
                        "ScaleValue": null,
                        "required": "TRUE",
                        "RecipientId": "1",
                        "pageNumber": "1",
                        "optional": "false",
                        "anchorUnits": "pixels",
                        "anchorString": "SIGNHERE",
                        "anchorIgnoreIfNotPresent": "true"
                    }],
                    "dateSignedTabs": [{
                        "width": "100",
                        "TabLabel": null,
                        "tabid": null,
                        "ScaleValue": null,
                        "required": "TRUE",
                        "RecipientId": "1",
                        "pageNumber": "1",
                        "DocumentId": "1",
                        "anchorYoffset": null,
                        "anchorXOffset": null,
                        "anchorUnits": "pixels",
                        "anchorString": "DATESIGNED",
                        "anchorIgnoreIfNotPresent": "true"
                    }]
                },
                "routingOrder": null,
                "rolename": null,
                "recipientId": "1",
                "name": "Some Name",
                "email": "yuiuyiuiy@gyuiua.com",
                "clientUserId": null
            }, {
                "tabs": {
                    "signHereTabs": [{
                        "yPosition": null,
                        "xPosition": null,
                        "width": "100",
                        "TabLabel": null,
                        "tabid": null,
                        "ScaleValue": null,
                        "required": "TRUE",
                        "RecipientId": "1",
                        "pageNumber": "1",
                        "optional": "false",
                        "Name": null,
                        "fontSize": "Size12",
                        "font": "Calibri",
                        "DocumentId": "1",
                        "anchorYoffset": null,
                        "anchorXOffset": null,
                        "anchorUnits": "pixels",
                        "anchorString": "GUARANTOR2",
                        "anchorIgnoreIfNotPresent": "true"
                    }],
                    "initialHereTabs": [{
                        "yPosition": null,
                        "xPosition": null,
                        "width": "100",
                        "TabLabel": null,
                        "tabid": null,
                        "ScaleValue": null,
                        "required": "TRUE",
                        "RequireAll": "FALSE",
                        "RecipientId": "1",
                        "pageNumber": "1",
                        "optional": "false",
                        "Name": null,
                        "fontSize": "Size12",
                        "font": "Calibri",
                        "documentId": "1",
                        "anchorYoffset": null,
                        "anchorXOffset": null,
                        "anchorUnits": "pixels",
                        "anchorString": "Guarantor INITIALHERE",
                        "anchorIgnoreIfNotPresent": "true"
                    }],
                    "dateSignedTabs": [{
                        "yPosition": null,
                        "xPosition": null,
                        "width": "100",
                        "TabLabel": null,
                        "tabid": null,
                        "ScaleValue": null,
                        "required": "TRUE",
                        "RecipientId": "1",
                        "pageNumber": "1",
                        "Name": null,
                        "fontSize": "Size12",
                        "font": "Calibri",
                        "DocumentId": "1",
                        "anchorYoffset": null,
                        "anchorXOffset": null,
                        "anchorUnits": "pixels",
                        "anchorString": "G2DATE",
                        "anchorIgnoreIfNotPresent": "true"
                    }]
                },
                "routingOrder": null,
                "rolename": null,
                "recipientId": "2",
                "name": "Joseph  Testcase",
                "email": "kykyky@nowhere.com",
                "clientUserId": null
            }],
            "carbonCopies": []
        },
        "messagelock": "false",
        "emailsubject": "DocuSign:1163778-01 - M Company - Company",
        "emailblurb": "Please sign attached document(s)",
        "documents": [{
            "name": "1163778-01 - Standard Doc Package-Dealer.docx",
            "documentid": "1",
            "documentBase64": null
        }]
    }

Answer 1

我得到了解决方案。我使用的自定义字段的名称是“DSFSSourceObjectId”，无需在请求JSON中为此传递任何值。您唯一需要的是SaleForce自定义对象与此自定义ID字段（DocuSign字段）之间的正确映射。

发送的DocuSign REST- Envelop未显示在DocuSign状态相关列表下

1 个答案: