Docusign模板没有与APEX代码合并

Question

我将商机id发送到mySourceId例程中，并运行应该是标准Docusign APEX API例程。我们有一个使用标准Docusign例程完成合并的按钮，但我们正试图绕过用户不得不忍受的所有额外按钮点击。

我有一个在Docusign上创建并可用的模板，文档上有与Salesforce相关的Custom Field标记。文件中有我遗漏的东西吗？

//create the emptyenvelope connecting it to the SF object
myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(**mySourceId**));
//use the Recipient.fromSource method to create the Recipient
dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(sender.name, // Recipient name
sender.eAddress, // Recipient email
null, //Optional phone number
sender.role, //Role Name. Specify the exact role name from template
new dfsle.Entity(**mySourceId**)); //source object for the Recipient
//add email detail for the envelope
myEnvelope = myEnvelope.withEmail(settingsDocusignTemplate.get(sourceName).email_subject__c, settingsDocusignTemplate.get(sourceName).email_body__c);
//Could provide automatic notifications as well based off of criteria
final boolean dfsle_reminder = settingsDocusignTemplate.get(sourceName).reminder__c;
final integer dfsle_remindAfterDays = Integer.valueOf(settingsDocusignTemplate.get(sourceName).remindAfterDays__c); //wait before sending reminder

//add Recipient to the Envelope
myEnvelope = myEnvelope.withRecipients(new List<dfsle.Recipient> { myRecipient });
//create a new document for the Envelope
dfsle.Document myDocument =     dfsle.Document.fromTemplate((dfsle.UUID)templateInfo.get('UUID'), // templateId in dfsle.UUID format
(String)templateInfo.get('name')); // name of the template
//add document to the Envelope
myEnvelope = myEnvelope.withDocuments(new List<dfsle.Document> { myDocument });
try {

System.debug('tSending Envelope');
dfsle.EnvelopeService.sendEnvelope(myEnvelope, // The envelope to send
true); // Send now?
} catch (dfsle.DocuSignException docusignExcpt) {
ErrorLogUtil.createErrorLogData(docusignExcpt,CLASS_NAME,METHOD_NAME,null,null);
} catch (Exception excp) {
ErrorLogUtil.createErrorLogData(excp,CLASS_NAME,METHOD_NAME,null,null);
}

Answer 1

尝试在"为"信封"创建一个新的文档；

String opptyStr = (String) myOpportunity.Id + '~Opportunity';
dfsle.CustomField myField = new dfsle.CustomField ('text', 'DSFSSourceObjectId', opptyStr, null, false, false);
//add document to the Envelope
myEnvelope = myEnvelope.withDocuments(new List<dfsle.Document> { myDocument })
.withCustomFields(new List<dfsle.CustomField> {myField});

从技术上讲，不支持合并字段，但我们可以通过在代码中使用自定义字段来解决这个问题。

Answer 2

带有CustomFields(新列表<dfsle.CustomField>{myField}(

如何将多个字段添加到列表新列表<dfsle。自定义字段>｛myField｝？

Answer 3

所以它最终看起来是这样的；

templateInfo.put('Source_Reference',(String) mySourceId + '~Opportunity');
dfsle.CustomField sourceField = new dfsle.CustomField ('text', 'DSFSSourceObjectId', (String)templateInfo.get('Source_Reference'), null, false, false);
//add document to the Envelope
myEnvelope = myEnvelope.withDocuments(new List<dfsle.Document> { myDocument });
//populate the custom fields on the Envelope
myEnvelope = myEnvelope.withCustomFields(new List<dfsle.CustomField> {sourceField});