I am in a Salesforce environment and trying to send out a docusign document using Docusign and Conga. I am using a 30 day trial.
1.Using Conga and Docusign works very well together and the formatting is correct except that I need to have 2 radio buttons on the form. Is there a way to add anchor tags to my Word document and hide them(white text) like I do for the Docusign signature and date tags?
I tried following the documentation for creating the radio buttons in Docusign and tie them to a picklist field in Salesforce but I have yet been able to write back to Salesforce.
How do you control the text length for a Docusign template? I have fields that make up the address but the spacing is not dynamic so depending on the field value the text may run into each other. Is there a way to have the fields adjust based on field value length?
How do I show multiple related records? I have a case with multiple activities associated to it and I need to display them. In Conga I use a table and all of the records show. But if I create a docusign template it is only showing the first record.
If at all possible I would prefer to add the anchor tags to the existing document since the formatting is cleaner.
Michael
There is. You'll want to avoid applying anchor tags directly to a DocuSign template when working in the web console. The reason for this is that when you're sending from Salesforce with or without Salesforce anchor strings you're going to receive an error message indicating that there's no text associated with an anchor string.
You can accomplish this through Custom Fields inside of Salesforce.
Basically, you place your text in white where you want the tag to attach to your document. You'll want to set the anchor string in the format of \variable{r}\ on the tag, then in the underlying document you would replace {r} with the recipient number in the signing order.
IE: \variable_{r}\ becomes \variable_1\, when Salesforce picks this up it will tag the document automatically. For more information, see here: https://support.docusign.com/guides/dfs-user-guide-use-automatic-anchor-text-with-custom-tags-user.
In terms of writing back the value of a Radio Button, as I'm sure you've noticed this can be tricky. The values for the picklist in Salesforce need to match up exactly, then be written back by adding a new line in your Connect object. A step by step guide is available on the support site: https://support.docusign.com/articles/DocuSign-for-Salesforce-How-to-update-a-Salesforce-Field-with-a-DocuSign-Radio-Button-Value.
The Width of a text field is determined in one of a few ways:
1) You can supply a fixed size in the API call being used to generate them.
2) You can save the custom field inside of DocuSign as a Custom Field after setting the width to it.
3) Set the Fixed Size flag to false, then the text field should fill itself out when text is applied to it.
Would you mind being more specific in regards to the status record?
Related
I have the following scenario that I need to put in place:
A user from SF must generate a contract with tables for a customer. As soon as the contract is generated, the user will handle the contract in a tablet to the customer, so he can sign it off in person.
To implement this I'm using DocuSign Gen to generate a template, because this particular template needs to have a table with multiple rows. So:
I declared all the Salesforce Fields I'm using on the contract .
I placed all the anchor texts on the MS Word file.
I declared all the DocuSign Fields (i.e. Signature, Name, Date Signed).
I also placed them all their anchor texts at the bottom of the MS Word file.
Finally, I selected a DocuSign Envelope (check the description below) template to streamline the signature delivery.
For the DocuSign Envelope, I simply created a template, but I didn't select any document, since that was going to be handle by the DocuSign Gen template. I defined the recipients (In Person Signer), and for the sending experience I selected the option Send Now: Skips all controls and sends the envelope immediately.
So, I was expecting that after clicking on the DocuSign Gen template button, the contract will be sent to the user so, he can handle the contract to the customer, to sign it directly.
Instead, after the contract is sent, and the user handled the control to the customer, they need to place AGAIN the DocuSign Fields (i.e. Signature, date, name) on the contract before signing it off.
How can I avoid that? I want neither the user nor the customer to place the fields again, since that's already defined on the template created on DocuSign Gen already.
It’s absolutely possible to set up an eSignature Envelope Template Configuration that works with anchor-tag/autoplacement, either with or without a static document pre-uploaded into the template. There are default anchor fields we offer out of the box that are listed in this support article. But it’s also possible to create your own custom merge fields with defined anchor text with the {r} wildcard placeholder.
The trick is to also ensure your recipients use the standard role naming conventions of “Signer 1”, “Signer 2", etc.
Example:
If you have \s1\ on the document, then that will get assigned to the recipient you’ve defined with the role name of “Signer 1”.
\s2\ for “Signer 2.” etc.
If you create a custom field with the defined anchor text of something like \ObjectName_FieldName_{r}\
Then on the document you place the text as \ObjectName_FieldName_1\
That field would be assigned to “Signer 1”
\ObjectName_FieldName_2\ would be assigned to “Signer 2" etc.
More information can be found here - https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=rvg1644270913133.html&_LANG=enus
From what I can tell, linking an Envelope Template to a Gen Template renders the Gen Template useless. I can't find any clear documentation about how they are supposed to be used together.
This is what I did:
Created a Gen Template with a Word document that has all of my anchors.
I wanted the Recipients to be auto-populated, so I also created an Envelope Template (without a document) and linked it to the Gen Template.
I expected that when I clicked the Gen Template button, it would use my tagged template, auto-choose the recipients, and send. However, as you stated, you have to replace all of the fields. I have no idea why.
I tried #inbar's suggestion of using autoplacement. I created a new document with these tags and uploaded it to the Envelope Template. This works as expected, but it seems to render the Gen Template useless.
At this point, I think the best route is to not use a Gen Template and just use an Envelope Template with autoplacement. I wish the documentation was more clear about how to use these templates together.
I am using Joomla3 with tinymce editor. I have created one module and adding one params in textarea
I am adding iframe code
in text area
but it's not saving. If i am save normal text string then it's saving
Please help me
I believe you need to add a filter to your xml code.
such as:
filter="RAW" or, probably more appropriately, filter="HTML"
This will keep Joomla from cleaning your code. There are a number of filters available to XML fields when creating modules. You can examine the code here: https://github.com/joomla/joomla-cms/blob/master/libraries/joomla/filter/input.php#L167 to see the exact list.
What user group is the account you are using a member of? Super Users and Administrator group types should have no filtering set by default but it sounds like you might need to edit those settings.
From the main menu:
System > Global Configuration > Text Filters (tab)
You will see all the available user groups for you website. The group your user belongs to should have a Filter Type of No Filtering. Another important note is its better to add the user account to a group with the permissions then to arbitrarily adding it to a group type typically reserved for registrants, guests or low-level editing.
At the moment I have an input field with the following directive:
ng-model="event.location"
I also have the input field attached to a Google Maps auto complete script. By way of example, if my user types "apa", the Google auto complete list will come up and there is the option of clicking "Apartments". However, the String "Apartments" does not bind to my variable and the "location" variable only contains the String "apa". How can I get AngularJS to bind to the full location once the user selects an option from Google Maps?
Update: It's just a one liner for Google Maps
new google.maps.places.Autocomplete(document.getElementById('location-text'));
Although I'm sure a lot more is happening behind the scenes
I am new to Salesforce and need an idea how is possible that suppose I have one user named "ABC".I don't want to show the Opportunity StageName picklist when "ABC" user login in editable form or just want to show the StageName value in textfield or anything other.
I tried to set the permission under setup but not achieved what I want. I just came to know that formula field or formula will used for that, as I am new to Salesforce so I unable to create a formula field.
Thanks.
To achieve this You should try field level security settings:
https://login.salesforce.com/help/doc/en/admin_fls.htm
You can select per field /profile combination which fields are visible and which are editable.
You cannot apply FLS on system required fields neither can you make them read only on the page layouts. You also cannot remove such fields from page layout. In short you are stuck with this field for ever!
I wish Stage was not a required field.
Mitesh
I have a custom object that is used for product setup that is mapped to an opportunity. It's a one to many relationship - one opportunity maps to many setup objects, but one setup object is only mapped to one opportunity.
Opportunity has some setup fields that need to act as defaults for the related custom object. Unfortunately, I cannot just specify them in a formula - getting an error.
What I would like to do is have a custom button that would allow user to click and copy all of the related setup fields from the opportunity into the custom setup object and then edit them as needed.
Any pointers or sample code are greatly appreciated!
You can achieve this with a custom button on the related list for your custom object on the opportunity detail page.
All of the fields on a standard Salesforce new/edit screen have id's associated with them. You can specify values for fields by using these ids to set GET parameters on your URL. For example if the id on the name field on your opportunity is 'opp3', the following URL will populate the name field on your new opportunity page:
https://na2.salesforce.com/006/e?opp3=Hello+World
You would have to change na2 to the correct server for your org.
The new record page URL contains the 3 character id prefix for your particular object and then '/e'. 006 is the prefix for opportunities. You will have to attempt to create a new record to see what the 3 characters are for your custom object.
You will have to capture the id's of the fields you want to populate on your custom object. You can do this by viewing the source of the new record page. For custom fields these id's will take the form of a Salesforce Id (eg. 00N40000002QhEV).
Create a new list button on your custom object and set the behavior to without header and sidebar and set the source to URL. Build up your URL with id=value pairs separated by '&' using the id you got from the page source and the insert field functionality to select the opportunity fields your wish to add in. You should end up with something like this:
/a0U/e?00N40000002QhEV={!Opportunity.Name}&00N40000002QhEW={!Opportunity.StageName}
a0U should be replaced by the correct prefix for your custom object. Then add your button to the related list for your custom object under opportunity.