我们正在使用Docusign API向填写表单的人发送电子邮件。我们正在使用CreateEnvelopeFromTemplatesAndForms类，并将文档发送给具有正确角色和所有内容的正确收件人。模板的salesforce字段附加到不同的标签。当我们通过docusign-salesforce集成发送模板时，所有内容都会填充。 我们正在绘制一个空白，以弄清楚如何传递机会ID信息，以便模板知道从哪个来源获取信息。
Public class DS_Recipe_Send_Env_Email_Controller {
// Send an envelope via email for signing
// Copyright (c) 2016 DocuSign, Inc.
// LICENSE: The MIT License, see https://opensource.org/licenses/MIT
// SETTINGS
Private static string integration_key = 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx';
Private static string account_id = 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx';
// NOTE: You MUST use the long form of the account id. It's has 32 digits
// with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).
// This version of the account id is shown in the APIs and Connects section
// of your DocuSign Administration tool
Public string signer_email {get;set;} // Required
Public string signer_name {get;set;} // Required
Public string email_message {get;set;} // Optional
public string oppId ;
public string accountName ;
Public string output {get;set;}
Public string envelope_id {get;set;}
Public string error_code {get;set;} // Null means no error
Public string error_message {get;set;}
// Using Legacy authentication via an SFDC Named Credential
//Private static string ds_server = 'callout:DocuSign_Legacy_Demo/api/3.0/dsapi.asmx';
// If you choose to not use a named credential:
Private static string ds_server = 'https://demo.docusign.net/api/3.0/dsapi.asmx'; //https://www.docusign.net/api/3.0/dsapi.asmx
Private static string trace_value = 'SFDC_004_SOAP_email_send'; // Used for tracing API calls
Private static string trace_key = 'X-ray';
Private DocuSignTK.APIServiceSoap api_sender = new DocuSignTK.APIServiceSoap();
Public DS_Recipe_Send_Env_Email_Controller(){}
Public void send(){
configure_sender();
do_send();
if (no_error()) {
output = '<h2>Envelope Sent!</h2>';
output += '<p>Envelope ID: ' + envelope_id + '</p>';
output += '<p></p><p>Signer: ' + signer_name + ' <' + signer_email + '></p>';
} else {
output = '<h3>Problem</h3><p>' + error_message + '</p>';
}
}
public void send(String oppId)
{
if(String.isBlank(oppId)) return ;
Opportunity opp = [SELECT Id, First_Owner__r.Name, First_Owner__r.Email, Account.Name FROM Opportunity WHERE ID = :oppId ] ;
this.signer_name = opp.First_Owner__r.Name ;
this.signer_email = opp.First_Owner__r.Email ;
this.oppId = oppId ;
this.accountName = opp.Account.Name ;
send();
}
Private void configure_sender(){
api_sender.endpoint_x = ds_server;
api_sender.inputHttpHeaders_x = new Map<String, String>();
String auth = '<DocuSignCredentials><Username>xxxxx</Username>'
+ '<Password>xxxxxx</Password>'
+ '<IntegratorKey>' + integration_key + '</IntegratorKey></DocuSignCredentials>';
api_sender.inputHttpHeaders_x.put('X-DocuSign-Authentication', auth);
//api_sender.timeout_x = 120000 ;
}
Private void do_send() {
// Sends a signing request to signer_name / signer_email
// Check input
if (String.isBlank(signer_email) || String.isBlank(signer_name) || !signer_email.contains('@')) {
error_message = 'Please fill in the email and name fields';
error_code = 'INPUT_PROBLEM';
return;
}
// Check configuration
if (integration_key == 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx' ||
account_id == 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx') {
error_message = 'Please configure the Apex class DS_Recipe_Send_Env_Email_Controller with your integration key and account id.';
error_code = 'CONFIGURATION_PROBLEM';
return;
}
// File contents are provided here
// The documents array can include multiple documents, of differing types.
// All documents are converted to pdf prior to signing.
// The fileExtension field defaults to "pdf".
DocuSignTK.Recipient recipient = new DocuSignTK.Recipient();
recipient.Email = signer_email;
recipient.UserName = signer_name;
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipient.RoleName = 'Signer 1';
DocuSignTK.ArrayOfRecipient1 recipients = new DocuSignTK.ArrayOfRecipient1();
recipients.Recipient = new DocuSignTK.Recipient[1];
recipients.Recipient[0] = recipient;
//This Creates the template to be used. Change for production
DocuSignTK.TemplateReference templateReference = new DocuSignTK.TemplateReference();
templateReference.Template = '189c16de-b959-4dc6-bad6-ff47ef66468d';// b3bd42eb-313d-4c2a-bf97-04f2822d1c90
templateReference.TemplateLocation = 'Server';
DocuSignTK.ArrayOfTemplateReferenceRoleAssignment Roles = new DocuSignTK.ArrayOfTemplateReferenceRoleAssignment();
Roles.RoleAssignment = new DocuSignTK.TemplateReferenceRoleAssignment[1];
DocuSignTK.TemplateReferenceRoleAssignment role = new DocuSignTK.TemplateReferenceRoleAssignment();
role.RoleName = 'Signer 1';
role.RecipientID = 1;
Roles.RoleAssignment[0] = role;
templateReference.RoleAssignments = Roles;
DocuSignTK.CustomField customField1 = new DocuSignTK.CustomField();
customField1.Name = '##SFOpportunity';
customField1.Value = '0063B000006Pdvi';
DocuSignTK.ArrayOfCustomField CustomFieldArray = new DocuSignTK.ArrayOfCustomField();
CustomFieldArray.CustomField = new DocuSignTK.CustomField[1];
CustomFieldArray.CustomField[0] = customField1;
// Create an envelope and fill it in
DocuSignTK.EnvelopeInformation envelopeInfo = new DocuSignTK.EnvelopeInformation();
envelopeInfo.Subject = 'One Park Financial Application for your Signature '+ recipient.UserName;
envelopeInfo.AccountId = account_id;
envelopeInfo.EmailBlurb = 'I am sending you this request for your electronic signature, please review and electronically sign by following the link below.';
envelopeInfo.CustomFields = CustomFieldArray;
// Make the call
try {
//DocuSignTK.EnvelopeStatus result = api_sender.CreateAndSendEnvelope(envelope);
DocuSignTK.ArrayOfTemplateReference TemplateReferenceArray = new DocuSignTK.ArrayOfTemplateReference();
TemplateReferenceArray.TemplateReference = new DocuSignTK.TemplateReference[1];
TemplateReferenceArray.TemplateReference[0] = templateReference;
DocuSignTK.EnvelopeStatus result = new DocuSignTK.EnvelopeStatus();
if(!Test.isRunningTest()) result = api_sender.CreateEnvelopeFromTemplatesAndForms( TemplateReferenceArray, recipients, envelopeInfo, true);
envelope_id = result.EnvelopeID;
System.debug('Returned successfully, envelope_id = ' + envelope_id );
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
error_code = 'Problem: ' + e;
error_message = error_code;
}
}
Private Boolean no_error() {
return (String.isEmpty(error_code));
}
}
答案 0 :(得分：1)
我找到了解决方案。我通过传递自定义salesforce变量
走在正确的道路上 DocuSignTK.CustomField customField1 = new DocuSignTK.CustomField();
customField1.Name = '##SFOpportunity';
customField1.Value = '0063B000006Pdvi';
我的模板也需要帐户信息。它不会直接从机会中获取帐户ID。