2017-05-31 75 views
0

我在salesforce中使用docusign rest api。我在docusign中创建了模板,并在其中添加了与Salesforce对象字段相关的自定义字段。通过salesforce的api Docusign自定义字段

我想通过docusign rest api使用模板创建信封时填充该字段。请让我知道如何做到这一点。

回答

0

这里是一个样本CreateEnvelope请求使用模板和自定义字段

POST/V2 /帐号/ {}帐户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

填充你能请添加您的API请求的问题自定义字段。 –

0

样品要求填充模板的所有帐户领域。

{ 
"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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