2017-05-31 108 views
0

我在salesforce中使用docusign rest api。我在docusign中創建了模板,並在其中添加了與Salesforce對象字段相關的自定義字段。通過salesforce的api Docusign自定義字段

我想通過docusign rest api使用模板創建信封時填充該字段。請讓我知道如何做到這一點。

回答

0

這裏是一個樣本CreateEnvelope請求使用模板和自定義字段

POST/V2 /帳號/ {}帳戶ID /信封

{ 
    "emailSubject": "Envelope with custom fields", 
    "status": "created", 
    "compositeTemplates": [ 
     { 
      "serverTemplates": [ 
       { 
        "sequence": "1", 
        "templateId": "A71FC458-E234-42FF-9385-E672C4EFD436" 
       } 
      ], 
      "inlineTemplates": [ 
       { 
        "sequence": "1", 
        "customFields": { 
         "textCustomFields": [ 
          { 
           "name": "MyOwnTextField", 
           "required": "true", 
           "show": "true", 
           "value": "MyValue" 
          } 
         ] 
        } 
       } 
      ] 
     } 
    ] 
} 
+0

我想填充我的模板添加到由Salesforce字段值 – swati

+0

填充你能請添加您的API請求的問題自定義字段。 –

0

樣品要求填充模板的所有帳戶領域。

{ 
"emailSubject": "Envelope with custom fields", 
"status": "created", 
"compositeTemplates": [ 
    { 
     "serverTemplates": [ 
      { 
       "sequence": "1", 
       "templateId": "A71FC458-E234-42FF-9385-E672C4EFD436" 
      } 
     ], 
     "inlineTemplates": [ 
      { 
       "sequence": "1", 
       "customFields": { 
        "textCustomFields": [ 
         { 
          "configurationType": "salesforce", 
          "name": "Account", 
          "required": "true", 
          "show": "true", 
          "value": "[SALESFORCE_ACCOUNT_RECORD_ID]" 
         } 
        ] 
       } 
      } 
     ] 
    } 
] 

}

This allows us to populate all the account fields present in template. 
Like this you can use for any object custom fields present in template. 
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