I have a Powerform that people sign online. I want users to be able to send that same Powerform from SFDC account object. How do I pass account id to the Powerform. I have added merge field, but it is throwing error saying subject doesn't exist.
Using the PowerForm URL, you can set tab values in the document and meta-data (Envelope Custom Fields) in the envelope.
Example: You have a tab in the template's document with the data name "accountID". The role name for the signer is signer.
Set the tab to be locked. This prevents any of the signers from changing it. (Makes it read-only.)
Create a PowerForm from the template. Receive back the PowerForm URL.
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2
Program Salesforce to send the PowerForm with the accountID set to "123":
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2&signer_UserName=Larry%20Kluger&signer_Email=larry.kluger#example.com&signer_accountID=123
In step 3, you are programming Salesforce to dynamically create a URL that includes data from the current Account object. If you don't know how to do that, ask a new question in the Salesforce stackOverflow channel.
More information
See the Programming PowerForms video.
This previous question seems similar:
Can we use merge fields(populate data from SFDC) using DocuSign Powerforms?
Does that help?
Related
I have DocuSign set which sends PDF to docuSign for Signing. My requirement is to Update the Document of a particular envelop so that it will save cost of generating new envelope every time user make changes to actual document that has to be signed.
I am looking for some code reference if anyone has.
If no signers have actually signed the particular document in the envelope, then you can replace that specific document using the API.
In REST, this would be a PUT /documents or PUT /{documents/documentId}. See "EnvelopeDocuments -> update" or "EnvelopeDocuments -> updateList".
You will need to add the tabs as well.
In Salesforce, I am using the Salesforce Gmail extension tool to associate emails to the user object (not the contact object). But in Salesforce I can only find the email if I search for it specifically; I cannot see emails associated to a user from the user screen/form similar to how you can see related activities under a contact. Question: is there a way to see emails associated to a user object on the user screen/form? Can this feature be enabled somehow? Thanks in advance.
it is not possible in a standard way because the email shows up that subsist in your user object in user object all data like username password exist but I can create logic in custom apex class to do this with some triggers .its sound like integration with Gmail https://help.salesforce.com/articleView?id=app_for_gmail_setup_considerations.htm&type=5
I have integrated Conga with Docusign in Salesforce. I ran the process of generating and sending the document to the user for signing. This has worked very well without using the background mode Conga parameter(&DS7=17) with docusign status updated in salesforce(with signed date and time) but, when I use background mode enabled, docusign status of that object(Contact or Opportunity) in salesforce doesn’t gets updated(no record gets added).I'm very much new to all these tools. Sorry, if i'm asking a silly question over here. Button url used:
https://composer.congamerge.com
?sessionId={!API.Session_ID}
&serverUrl={!API.Partner_Server_URL_290}
&id={!Contact.Id}
&TemplateId=a3X6F000000R4ue
&DocuSignVisible=1
&DocuSignR1ID={!Contact.Id}
&DocuSignR1Type=Signer
&DocuSignR1Role=Signer+1
&DocuSignEndpoint=demo
&DS7=17
Sign into DocuSign admin
Click connect
Click salesforce
Scroll to the connected objects section
Edit dsfs_DocuSign_status
Add a new field
If it is the Account object use the Account reference Id and map it to the Envelope External Source Id
Try that the rest of the settings are located there. It took me forever to figure it out too!
Here is my example of setting it up to the Order object
enter image description here
I am using Powerforms as an approach to get signatures using the DocuSign. What I want is to send some part of the data back to Salesforce from the PDF while the user signs it. I created custom fields on the PDF, related them to Salesforce, checked the writeback and allow sender to edit boxes but the data hasn't got back to SF yet. Any help?
When you send from Salesforce, there is information passed to document (such as the SourceID and Source Object Type), that DocuSign Connect will attempt to match to a record to process a request to push the data back into Salesforce.
If you are using a PowerForm, you would have to pass along similiar data and setup DocuSign Connect correctly for it to relate the data back to a Salesforce record.
This is something that is doable with customization, but not functional out of the box.
I have a problem that no one has been able to help with yet.
I have created a "Send Agreement" Account button in Salesforce that is linked to my default Docusign template ID using their DST command. This works, but what I need to do is to pull the signers (contacts) who need to sign the document based off of a custom field named, "Signing Role". The button should pull only those account contacts who have a signing role defined in their respective contact records.
Can anyone help?
Thanks in advance!!
Shaun
You can filter out the signers based on their Contact Role by using the custom button parameters CCRM and CCTM.
Say that you have several Contact Roles in an Opportunity, but you only want to pull out those contacts with role Business User. The partial script might look something like this:
// CCTM Maps Salesforce Role with a DocuSign TYPE (Signer, Carbon Copy, etc.)
// CCRM Maps Salesforce Role with a DocuSign ROLE (Signer 1, Signer 2, etc.). Usually used with DTS to call template
CCTM=’Business User~Signer’;
CCRM=’Business User~Signer 1’;
So the code above implies that the Business User will be Signer 1 and will act to sign the document. If he is using a custom field SigningRole created in Opportunity to determine the role, it might look look something like this:
CCTM=’{!Opportunity.SigningRole}~Signer’;
CCRM=’{!Opportunity.SigningRole}~Signer 1’;