Salesforce.com的文档

Salesforce.com的文档,salesforce,docusignapi,Salesforce,Docusignapi,我有2个用户。我需要将信封发送给用户1进行签名。用户1在文档上签名后,用户2需要获得信封才能在文档上签名 我在一个自定义对象上写了一个自定义按钮,其中我传递信封ID,并传递信封将与routingOrder一起发送给的用户,但信封由两个用户都接收。我找不到合适的文件来帮助我解决这个问题。一段javascript: {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} //********* Option Declarations (Do not

我有2个用户。我需要将信封发送给用户1进行签名。用户1在文档上签名后,用户2需要获得信封才能在文档上签名

我在一个自定义对象上写了一个自定义按钮,其中我传递信封ID,并传递信封将与routingOrder一起发送给的用户,但信封由两个用户都接收。我找不到合适的文件来帮助我解决这个问题。一段javascript:

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} 

//********* Option Declarations (Do not modify )*********// 
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES=''; 
//*************************************************// 

//DocuSign Template
var DST=''; 
//Adding Notes & Attachments
var LA='1';
//Custom Recipient List
var CRL='Email~test_1@gmail.com;FirstName~user;LastName~1;Role~Signer 1;RoutingOrder~1,Email~test_2@gmail.com;LastName~user2;Role~Signer 2;RoutingOrder~2,LoadDefaultContacts~1';
//Custom Contact Role Map
var CCRM='Signer 1~Signer 1;Signer 2~Signer 2';
//Custom Contact Type Map
var CCTM='Signer 1~Signer 1;Signer 2~Signer 2';
//Custom Email Subject
var CES='{!CustomObject__c.Id} - Please eSign Vocus Sales Agreement';
//Custom Email Message
var CEM='I am sending you this request for your electronic signature, please review and electronically sign by following the link below.';
//Custom Envelop from Docusign
var DST = '00000000-33F0-4A8C-A8B2-00000000000';


//********* Page Callout (Do not modify) *********// 
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!CustomObject__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
请让我知道我错过了什么


提前感谢您的帮助。

很可能是您如何设置CCRMCCTM的问题。改为尝试更改此选项(使用您正在使用的DocuSign模板中的适当角色名称替换所有\u CAPS\u文本):

请注意,在设置CCTM的值时,每个条目中的第二个值应该只是“签名者”(如上所示)

此外,由于您使用的是DocuSign模板(DST),因此还应验证收件人的路由顺序是否已在此处正确设置

下面是一个自定义按钮的(工作)示例,该按钮先发送给第一个收件人,然后在该收件人完成信封后,再发送给第二个收件人:

自定义按钮使用的DocuSign模板定义的收件人角色名称和发送顺序:

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} 

//********* Option Declarations (Do not modify )*********// 
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';
 //*************************************************// 

//DocuSign Template 
var DST=''; 
//Adding Notes & Attachments 
var LA='1'; 
//Custom Recipient List 
var CRL='Email~johnsemail@outlook.com;FirstName~user;LastName~1;Role~Signer 1;RoutingOrder~1,Email~janesemail@outlook.com;LastName~user2;Role~Signer 2;RoutingOrder~2,LoadDefaultContacts~1';
 //Custom Contact Role Map 
var CCRM='Signer 1~Customer;Signer 2~SalesRep'; 
//Custom Contact Type Map 
var CCTM='Signer 1~Signer;Signer 2~Signer'; 
//Custom Email Subject 
var CES='Please eSign Vocus Sales Agreement'; 
//Custom Email Message 
var CEM='I am sending you this request for your electronic signature, please review and electronically sign by following the link below.';
 //Custom Envelop from Docusign 
var DST = '7C350ABB-74F9-463E-96E3-49153AA25607'; 


//********* Page Callout (Do not modify) *********// 
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
 //*******************************************//

自定义按钮代码:

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} 

//********* Option Declarations (Do not modify )*********// 
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';
 //*************************************************// 

//DocuSign Template 
var DST=''; 
//Adding Notes & Attachments 
var LA='1'; 
//Custom Recipient List 
var CRL='Email~johnsemail@outlook.com;FirstName~user;LastName~1;Role~Signer 1;RoutingOrder~1,Email~janesemail@outlook.com;LastName~user2;Role~Signer 2;RoutingOrder~2,LoadDefaultContacts~1';
 //Custom Contact Role Map 
var CCRM='Signer 1~Customer;Signer 2~SalesRep'; 
//Custom Contact Type Map 
var CCTM='Signer 1~Signer;Signer 2~Signer'; 
//Custom Email Subject 
var CES='Please eSign Vocus Sales Agreement'; 
//Custom Email Message 
var CEM='I am sending you this request for your electronic signature, please review and electronically sign by following the link below.';
 //Custom Envelop from Docusign 
var DST = '7C350ABB-74F9-463E-96E3-49153AA25607'; 


//********* Page Callout (Do not modify) *********// 
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
 //*******************************************//
这与您在问题中提供的按钮代码完全相同,只是做了一些小改动:

  • 更改了CRL中的电子邮件地址(因此我可以测试接收电子邮件)
  • 更改了CCRM以从DocuSign模板为每个签名者指定相应的收件人角色名称
  • 将CCTM更改为仅使用“签名者”作为每个项目的第二部分
  • 将DST更改为DocuSign帐户中模板的ID(以便我可以测试)
  • 更新了window.location.href以将Opportunity.Id用作SourceID(这样我就可以测试了)