2016-11-30 32 views
0

我在我的Docusign沙盒中創建了一些自定義字段,但我無法在將它發送給電子簽名時將它們帶到我的信封上。如何使用REST API將預先創建的自定義字段從docusign沙箱帶到信封?

我想要的DocuSign自定義字段時,簽名者已經進入了一些值,並簽署了我與下面的JSON試了一下文檔

數據寫回Salesforce的領域。創建信封,但我不能找到自定義字段

{ 
"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": "[email protected]", 
    "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": "[email protected]" 
    }] 
}, 

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

} 
+0

我認爲你應該提供代碼,以便更容易看到問題。另外,如果你有一些錯誤日誌,也會有幫助。 – Acapulco

回答

0

當您從Salesforce發送,也傳遞到文檔(如的SourceID和源對象類型)的信息,即連接的DocuSign將嘗試匹配到記錄以處理將數據推回到Salesforce中的請求。

從API發送時,您需要提供這些數據,以便Salesforce知道您想要發佈信息的位置。

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

那些應該幫助。

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