我将机会 id 发送到mySourceId到例程中,并运行应该是标准的 Docusign APEX API 例程。我们有一个使用标准 Docusign 例程完成此合并的按钮,但正试图绕过用户必须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,文档上带有 Salesforce 相关的自定义字段标签。文档中是否有我遗漏的内容?
//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);
}