Salesforce 正在多次发送复合模板
当发送复合电子邮件时,每个收件人都会得到两个生成的状态记录,并且需要在所有文档上签名两次 我尝试过将序列更改为递增,并将复合模板移动到json中的不同位置。似乎没有什么会影响签名者被要求回复的次数 下面是JSON输出Salesforce 正在多次发送复合模板,salesforce,docusignapi,Salesforce,Docusignapi,当发送复合电子邮件时,每个收件人都会得到两个生成的状态记录,并且需要在所有文档上签名两次 我尝试过将序列更改为递增,并将复合模板移动到json中的不同位置。似乎没有什么会影响签名者被要求回复的次数 下面是JSON输出 { "emailSubject": "Documents", "emailBlurb": "Email subject, sign these documents", "templateId": "template 1 Id", "SourceId"
{
"emailSubject": "Documents",
"emailBlurb": "Email subject, sign these documents",
"templateId": "template 1 Id",
"SourceId": "an opportunity Id",
"envelopeIdStamping": "false",
"templateRoles": [
{
"roleName": "Signer 1",
"name": "First Signername",
"email": "First Signer email",
"recipientId": "first signers Id"
},{
"roleName": "Signer 2",
"name": "Second Signername",
"email": "Second Signer email",
"recipientId": "second signers Id"
}],
"status": "sent",
"notification":
{
"UseAccountDefaults": "true"
},
"compositeTemplates": [
{
"serverTemplates": [
{
"sequence": "1",
"templateId": "template 1 Id"
}
],
"inlineTemplates": [
{"sequence": "1",
"customFields":
{
"textCustomFields":[
{
"value":"an opportunity Id",
"name":"Opportunity",
"configurationType":"salesforce"
},{
"value": "an opportunity Id",
"show": "false",
"required": "true",
"name": "DSFSSourceObjectId",
"fieldId": null
}]
},
"recipients":
{"signers":[
{"roleName": "Signer 1",
"name": "Second Signername",
"email": " Second Signer email",
"recipientId": "second signers Id"
},{
"roleName": "Signer 2",
"name": "First Signername",
"email": " First Signer email",
"recipientId": "first signers Id"
}]
}
}]
},{
"serverTemplates": [
{
"sequence": "1",
"templateId": "template 2 Id"
}
],
"inlineTemplates": [
{
"sequence": "1",
"customFields":
{
"textCustomFields":[
{
"value":"an opportunity Id",
"name":"Opportunity",
"configurationType":"salesforce"
},{
"value": "an opportunity Id",
"show": "false",
"required": "true",
"name": "DSFSSourceObjectId",
"fieldId": null
}
]
},
"recipients":
{
"signers":[
{
"roleName": "Signer 1",
"name": "Second Signername",
"email": " Second Signer email",
"recipientId": "second signers Id"
},
{
"roleName": "Signer 2",
"name": "First Signername",
"email": " First Signer email",
"recipientId": "first signers Id"
}]
}
}]
},{
"serverTemplates": [
{
"sequence": "1",
"templateId": "template 3 Id"
}
],
"inlineTemplates": [
{
"sequence": "1",
"customFields":
{
"textCustomFields":[
{
"value":"an opportunity Id",
"name":"Opportunity",
"configurationType":"salesforce"
},{
"value": "an opportunity Id",
"show": "false",
"required": "true",
"name": "DSFSSourceObjectId",
"fieldId": null
}
]
},
"recipients":
{
"signers":[
{
"roleName": "Signer 1",
"name": "Second Signername",
"email": " Second Signer email",
"recipientId": "second signers Id"
}]
}
}]
}
]
}
根信封定义中的TemplateRoles参数不应与CompositeTemplates一起使用-您需要删除它
一旦这一点消失,您将需要检查您的ServerTemplates,以确认您的签名者角色是一致的。为了使角色正确合并,RoleName和RoutingOrder必须在所有模板中匹配 谢谢Drew,这解决了我的问题。我还必须删除复合模板部分之外列出的TemplateId。没有删除“无效电子邮件地址”上的错误,因为TemplateRoles显然已经消失了。