I'm creating a custom salesforce URL button to launch Conga Composer which generates a document to send through Docusign.
The button is working great with the exception of the Opportunity Contact Roles getting mapped to the correct role i.e. Signer vs Carbon Copy. In the current form, all contacts listed in the contact roles translate to "Signers" in Docusign even though they have a Carbon Copy role in Salesforce.
The code below is formatted with Conga Composer requirements which are slightly different than Docusign's. This isn't the full code but the important pieces for the Contact Roles & Recipients. I currently have 2 contacts listed in SF's Opp Contact Roles - 1 is a signer & 1 is a Carbon Copy. They are both coming across as Signers. In the code below, I also have a person that needs to sign so they are hardcoded as "Signer 2"
/apex/APXTConga4__Conga_Composer
?serverUrl={!API.Partner_Server_URL_370}
&id={!Opportunity.Id}&id={!Opportunity.Id}
&DocuSignRelatedAccountId={!Opportunity.AccountId}
&TemplateId=a1234000004CYiDAAW
&DocuSignVisible=1
&DocuSignIgnoreOCR=0
&DocuSignSendReminders=1
&DocuSignRemindIn=3
&DocuSignRemindAgainIn=3
&DocuSignSendAsUserId=00580000003Jfs3AAC
&DocuSignBrandName=TestCompany
&DocuSignEndpoint=demo
&SelectTemplates=1
&FP0=1
&DocuSignR2Name=Steve+Tester
&DocuSignR2Email=steve#testing.com
&DocuSignR2Role=Signer+2
&DocuSignR2Type=Signer
&DocuSignR2RoutingOrder=2
Are you using a DocuSign template for this?
If you are then you should check the recipient type for each signer in the template is correct.
If the template isn't an issue then you may want to contact conga support for assistance in mapping roles to different signer types
Related
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?
I am trying to implement Apex Toolkit by following this tutorial. But I am getting error "dfsle.UnauthorizedException: DocuSign has not yet been configured for this account.". I have googled it. I have found this solution. But on following this solution, I can't complete step 8 because of not finding DSProSFUsername field in saleforce user settings.
In Step 8: "Update the field labeled DSProSFUsername with the value from DocuSign API Username that you recovered earlier"
If you go to Salesforce->Setup->Users->Click on user profile->Click on quick access menu on the right you should be able to see the custom field under "User Custom Fields" at the bottom.
For dfsle, (DocuSign Apps Launcher) this field is DocuSign Username. 'DSProSFUsername' is the field for dsfs (Legacy DocuSign eSignature for Salesforce) please make sure when filling either of these fields the DS user id is used which is a 32 character alpha numeric code similar to: 0f5e52c7-324f-4761-b790-045cf65af92d and not the email address.
We use Docusign within our Salesforce instance, we have a couple of different options when selecting Recipient ID verification, SMS, Knowledge based, etc..My question is where would I tell Docusign to default on a specific authentication process.
For example. Say I click a Docusign Status button on the opportunity, it automatically brings in the recipient from set as the primary contact of the opportunity, and uses the CEM ,subject etc... from Docusign. Where can I if anyplace, dictate to have an ID verification method on?
Called Docusign Support, Apparently the only parameters you can pass into the button is for the SMS Verification and the Code Verification. The KBA authentication is not supported yet.
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 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’;