通过salesforce的api Docusign自定义字段
问题描述:
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。
答
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"
}
]
}
}
]
}
]
}
答
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.
我想填充我的模板添加到由Salesforce字段值 – swati
填充你能请添加您的API请求的问题自定义字段。 –