Unable to send attachment - Salesforce Docusign API - salesforce

I am trying to send attachment (record has one attachment) in opportunity record via Apex and Docusign "CreateAndSendEnvelope" API.
But I am getting this error "The DocuSign EnvelopeId:Exception - System.CalloutException: Web service callout failed: WebService returned a SOAP Fault: An Error Occurred during anchor tag processing. Invalid document faultcode=soap:Client faultactor=https://demo.docusign.net/api/3.0/dsapi.asmx"
Below is the piece of code used.
// Render the contract
System.debug('Rendering the contract');
PageReference pageRef = new PageReference('/apex/RenderContract');
pageRef.getParameters().put('id',contract.Id);
//Blob pdfBlob = pageRef.getContent();
Attachment att = [SELECT Id, Name, Body, ContentType FROM Attachment WHERE Parentid = :contract.Id LIMIT 1];
Blob pdfBlob = att.Body;
// Document
DocuSignAPI.Document document = new DocuSignAPI.Document();
document.ID = 1;
document.pdfBytes = EncodingUtil.base64Encode(pdfBlob);
document.Name = 'Contract';
document.FileExtension = 'pdf';
envelope.Documents = new DocuSignAPI.ArrayOfDocument();
envelope.Documents.Document = new DocuSignAPI.Document[1];
envelope.Documents.Document[0] = document;
// Recipient
System.debug('getting the contact');
Contact contact = [SELECT email, FirstName, LastName
from Contact where id = :contract.CustomerSignedId];
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient();
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipient.Email = contact.Email;
recipient.UserName = contact.FirstName + ' ' + contact.LastName;
// This setting seems required or you see the error:
// "The string '' is not a valid Boolean value.
// at System.Xml.XmlConvert.ToBoolean(String s)"
recipient.RequireIDLookup = false;
envelope.Recipients = new DocuSignAPI.ArrayOfRecipient();
envelope.Recipients.Recipient = new DocuSignAPI.Recipient[1];
envelope.Recipients.Recipient[0] = recipient;
// Tab
DocuSignAPI.Tab tab1 = new DocuSignAPI.Tab();
tab1.Type_x = 'SignHere';
tab1.RecipientID = 1;
tab1.DocumentID = 1;
tab1.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab1.AnchorTabItem.AnchorTabString = 'By:';
DocuSignAPI.Tab tab2 = new DocuSignAPI.Tab();
tab2.Type_x = 'DateSigned';
tab2.RecipientID = 1;
tab2.DocumentID = 1;
tab2.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab2.AnchorTabItem.AnchorTabString = 'Date Signed:';
envelope.Tabs = new DocuSignAPI.ArrayOfTab();
envelope.Tabs.Tab = new DocuSignAPI.Tab[2];
envelope.Tabs.Tab[0] = tab1;
envelope.Tabs.Tab[1] = tab2;
System.debug('Calling the API');
try {
DocuSignAPI.EnvelopeStatus es
= dsApiSend.CreateAndSendEnvelope(envelope);
envelopeId = es.EnvelopeID;
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
envelopeId = 'Exception - ' + e;
}
Any ideas how to overcome this error?
Thanks.

The Original Poster's (OP's) comment is
it worked fine on rendering the whole record to pdf...but now i tried sending attachments only instead of whole record.. i started to get this error.
So my guess is that the envelope request has a document problem.
Best way to debug: see what is being sent to the DocuSign platform.
Try the beta API logger or the regular logger. Then add the log to your question by editing your question.

This problem came across me with same error .
" An Error Occurred during anchor tag processing. Invalid document faultcode=soap:Client faultactor=https://demo.docusign.net/api/3.0/dsapi.asmx "
you need to replace anchor tab string with desired string given in your attached document where signature is required.
Replace :
tab1.AnchorTabItem.AnchorTabString = 'By:';
tab2.AnchorTabItem.AnchorTabString = 'Date Signed:';
To :
tab1.AnchorTabItem.AnchorTabString = 'Signature label in your document';
tab2.AnchorTabItem.AnchorTabString = 'Signature label in your document';

Related

Salesforce updating metadata record using apex

'I am trying to update a salesforce metadata record via Apex. here is my code:
Metadata.DeployContainer mdContainer = new Metadata.DeployContainer();
for(Omni_Routing_Skillset__mdt md: omnimetadata) {
Metadata.CustomMetadata customMetadata = new Metadata.CustomMetadata();
customMetadata.fullName = md.DeveloperName; //custom metadata name
customMetadata.Label = md.MasterLabel;
Metadata.CustomMetadataValue customField1 = new Metadata.CustomMetadataValue(); //the values you're changing/updating
customField1.field = 'Omni_Routing_Skillset__mdt.Skill_Level__c'; //the custom field API Name that you're wanting to insert/update a value of
customField1.value = skillsAndValues.get(md.MasterLabel);
customMetadata.values.add(customField1);//add the changes to list of changes to be deployed
mdContainer.addMetadata(customMetadata);
System.debug('customMetadata: ' + customMetadata);
}
//MetadataDeploy callback = new MetadataDeploy();
Id jobId = Metadata.Operations.enqueueDeployment(mdContainer, null);
This kicks off the deployment but i get the following error:
**Must specify the name in the CustomMetadataType.CustomMetadata format, Current Name: Team_2_SEP, Required Delimiter: .**
I am not sure how to fix this, can anyone please advise?
Thanks!
The name would be Omni_Routing_Skillset__mdt.Team_2_SEP you're only passing in Team_2_SEP.
You can reference this method:
public static void updateExisitingMetadatRecord() {
List<Metadata_Creditional__mdt> metadatList = [SELECT Id, DeveloperName,
MasterLabel FROM Metadata_Creditional__mdt WHERE DeveloperName='MyTest'];
Metadata.CustomMetadata metadataRec = new Metadata.CustomMetadata();
metadataRec.fullName =
'Metadata_Creditional__mdt.'+metadatList[0].DeveloperName;
metadataRec.label = metadatList[0].MasterLabel;
//provide the value for the fields and add it to custom metadata instance
Metadata.CustomMetadataValue totalPurchasetoUpdate = new
Metadata.CustomMetadataValue();
totalPurchasetoUpdate.field = 'Secret_Key__c';
totalPurchasetoUpdate.value = 'Change Secreet Value';
metadataRec.values.add(totalPurchasetoUpdate);
Metadata.DeployContainer mdContainer = new Metadata.DeployContainer();
mdContainer.addMetadata(metadataRec);
Metadata.Operations.enqueueDeployment(mdContainer, null);
}

Anchor tags are not showing up in the document

Anchor tags are not showing up in the document
We have a 14 page document where the users will have to sign at the end of the Document on the field specified. The Document pdf looks like '
Where near the By field I have /s1/ tag which is invisible. And also in the Docusign custom button Controller I have the code like
................
Attachment att = [Select id,Name,Body,parentid from Attachment where parentid =: OppLst.id order by createddate DESC LIMIT 1 ];
DocuSignTK.Document document = new DocuSignTK.Document();
document.ID = 1;
document.Name = 'Quote Document';
document.FileExtension = 'html';
document.pdfBytes = EncodingUtil.base64Encode(attach.Body);
DocuSignTK.Recipient recipient = new DocuSignTK.Recipient();
recipient.Email = 'dh#gmail.com';
recipient.UserName = 'Dh';
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
// The signer tab...
DocuSignTK.Tab signHereTab = new DocuSignTK.Tab();
signHereTab.Type_x = 'SignHere';
signHereTab.AnchorTabItem = new DocuSignTK.AnchorTab();
signHereTab.AnchorTabItem.AnchorTabString = 'signer1sig';
signHereTab.AnchorTabItem.XOffset = 8;
signHereTab.RecipientID = 1;
signHereTab.Name = 'Please sign here';
signHereTab.ScaleValue = 1;
signHereTab.TabLabel = 'signer1sig';
// The dateSigned tab
DocuSignTK.Tab dateSignedTab = new DocuSignTK.Tab();
dateSignedTab.Type_x = 'DateSigned';
dateSignedTab.AnchorTabItem = new DocuSignTK.AnchorTab();
dateSignedTab.AnchorTabItem.AnchorTabString = 'signer1date';
dateSignedTab.AnchorTabItem.YOffset = -6;
dateSignedTab.RecipientID = 1;
dateSignedTab.Name = 'Date Signed';
dateSignedTab.TabLabel = 'date_signed';
// Create an envelope and fill it in
DocuSignTK.Envelope envelope = new DocuSignTK.Envelope();
envelope.Subject = 'Please sign the Quote Document';
envelope.AccountId = account_id;
envelope.Tabs = new DocuSignTK.ArrayOfTab();
envelope.Tabs.Tab = new DocuSignTK.Tab[2];
envelope.Tabs.Tab.add(signHereTab);
envelope.Tabs.Tab.add(dateSignedTab);
envelope.Recipients = new DocuSignTK.ArrayOfRecipient();
envelope.Recipients.Recipient = new DocuSignTK.Recipient[1];
envelope.Recipients.Recipient.add(recipient);
envelope.Documents = new DocuSignTK.ArrayOfDocument();
envelope.Documents.Document = new DocuSignTK.Document[1];
envelope.Documents.Document.add(document);
if (String.isNotBlank(email_message))
{
envelope.EmailBlurb = email_message;
}
In the Docusign email it doesn't show anything
How to make the tags available so it is easy for the user to click and Sign.
the string that you use in your document to "anchor" the tabs should be the same that you specify in your tab AnchorTabString property.
You mentioned that the document has an invisible /s1/ tag in the text, but it looks like in your code you are setting a different value for the anchor string:
signHereTab.AnchorTabItem.AnchorTabString = 'signer1sig';
if you update this value to match the /s1/ value in your document it should work.
One way to troubleshoot this would be to log into your DocuSign account, create a new envelope using the document above, add a recipient and go to the tagger page.
Once in the tagger page you can use the "auto-place" feature, which is the same as the anchor strings, to test that the string that you want to use as an anchor can be found in the document.
Once you verify that you have the right string, you could use that string in your API call and things should work.
How to use the auto-place feature:
https://support.docusign.com/en/guides/AutoPlace-New-DocuSign-Experience

Relate a Docusign Envelope to a Salesforce Custom object

I have a Template created in DS which contains custom tags which are mapped to Salesforce fields. The template works well when used via the JS button example code provided by DS and the fields appear as expected.
I am now trying to automate the process using the Docusign SOAPAPI. When creating the envelope the custom fields aren't populated; even the signer fields.
Below is my code:-
DocusignAPI.ArrayOfRecipient1 recipients = new DocusignAPI.ArrayOfRecipient1();
recipients.Recipient = new list<DocusignAPI.Recipient>();
DocusignAPI.Recipient recipient = new DocusignAPI.Recipient();
recipient.Email = signer_email;
recipient.UserName = signer_name;
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipients.Recipient.add(recipient);
DocusignAPI.ArrayOfTemplateReference templateReferences = new DocusignAPI.ArrayOfTemplateReference();
templateReferences.TemplateReference = new list<DocusignAPI.TemplateReference>();
DocusignAPI.TemplateReference templateReference = new DocusignAPI.TemplateReference();
TemplateReference.Template = '6bc2930f-6d46-4804-a9fc-69d1cf3ebe09';
templateReference.TemplateLocation = 'Server';
templateReferences.TemplateReference.add(templateReference);
DocusignAPI.EnvelopeInformation ei = new DocusignAPI.EnvelopeInformation();
ei.AccountId = account_id;
ei.Subject = 'Lorem Ipsum';
ei.EmailBlurb = 'More text...';
// Create an envelope and fill it in
DocusignAPI.CustomField field = new DocusignAPI.CustomField ();
field.Name = 'DSFSSourceObjectId';
field.Value = 'a1qW0000000vMCj';
field.Show = 'false';
field.CustomFieldType = 'Text';
DocusignAPI.ArrayOfCustomField arrayOfCustomFields = new DocusignAPI.ArrayOfCustomField();
arrayOfCustomFields.CustomField = new list<DocusignAPI.CustomField>();
arrayOfCustomFields.CustomField.add(field);
ei.CustomFields = arrayOfCustomFields;
try {
DocusignAPI.EnvelopeStatus result = api_sender.CreateEnvelopeFromTemplates(templateReferences, recipients, ei, true);
envelope_id = result.EnvelopeID;
System.debug('Returned successfully, envelope_id = ' + envelope_id );
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
error_code = 'Problem: ' + e;
error_message = error_code;
}
All customtags are related to my custom object with id defined in the CustomField above.
Any help gratefully appreciated.
Turns out I need to add in the object API name to the Id. Solution is:-
DocusignAPI.CustomField field = new DocusignAPI.CustomField ();
field.Name = 'DSFSSourceObjectId';
field.Value = 'a1qW0000000vMCj~Property__c';
field.Show = 'false';
field.CustomFieldType = 'Text';

Get appointments from all Outlook calendars

I'm trying to read appointments from Outlook calendar using ExchangeServiceBinding but my solution takes appointments only from "default" outlook calendar and don't read from "sub calendars/custom calendars". Do you know how to define rest of the calendars or do you know better solution which contains all calendars?
Critical part is that solution shouldn't contain MAPI because of next use in web service.
My current code:
private static List<List<string>> ReadCalendarEvents(string email)
{
List<List<string>> calendarEvents = new List<List<string>>();
// Specify the request version.
esb.RequestServerVersionValue = new RequestServerVersion();
esb.RequestServerVersionValue.Version = ExchangeVersionType.Exchange2007;
// Form the FindItem request.
FindItemType findItemRequest = new FindItemType();
CalendarViewType calendarView = new CalendarViewType();
calendarView.StartDate = DateTime.Now.AddDays(-7);
calendarView.EndDate = DateTime.Now.AddDays(200);
calendarView.MaxEntriesReturned = 1000;
calendarView.MaxEntriesReturnedSpecified = true;
findItemRequest.Item = calendarView;
// Define which item properties are returned in the response.
ItemResponseShapeType itemProperties = new ItemResponseShapeType();
// Use the Default shape for the response.
//itemProperties.BaseShape = DefaultShapeNamesType.IdOnly;
itemProperties.BaseShape = DefaultShapeNamesType.AllProperties;
findItemRequest.ItemShape = itemProperties;
DistinguishedFolderIdType[] folderIDArray = new DistinguishedFolderIdType[1];
folderIDArray[0] = new DistinguishedFolderIdType();
folderIDArray[0].Id = DistinguishedFolderIdNameType.calendar;
//
folderIDArray[0].Mailbox = new EmailAddressType();
folderIDArray[0].Mailbox.EmailAddress = email;
findItemRequest.ParentFolderIds = folderIDArray;
// Define the traversal type.
findItemRequest.Traversal = ItemQueryTraversalType.Shallow;
try
{
// Send the FindItem request and get the response.
FindItemResponseType findItemResponse = esb.FindItem(findItemRequest);
// Access the response message.
ArrayOfResponseMessagesType responseMessages = findItemResponse.ResponseMessages;
ResponseMessageType[] rmta = responseMessages.Items;
int folderNumber = 0;
foreach (ResponseMessageType rmt in rmta)
{
// One FindItemResponseMessageType per folder searched.
FindItemResponseMessageType firmt = rmt as FindItemResponseMessageType;
if (firmt.RootFolder == null)
continue;
FindItemParentType fipt = firmt.RootFolder;
object obj = fipt.Item;
// FindItem contains an array of items.
if (obj is ArrayOfRealItemsType)
{
ArrayOfRealItemsType items =
(obj as ArrayOfRealItemsType);
if (items.Items == null)
{
folderNumber++;
}
else
{
foreach (ItemType it in items.Items)
{
if (it is CalendarItemType)
{
CalendarItemType cal = (CalendarItemType)it;
List<string> ce = new List<string>();
ce.Add(cal.Location);
ce.Add(cal.Start.ToShortDateString() + " " + cal.Start.ToShortTimeString());
ce.Add(cal.End.ToShortDateString() + " " + cal.End.ToShortTimeString());
ce.Add(cal.Subject);
if (cal.Organizer != null)
{
ce.Add(cal.Organizer.Item.Name);
}
calendarEvents.Add(ce);
Console.WriteLine(cal.Subject + " " + cal.Start.ToShortDateString() + " " + cal.Start.ToShortTimeString() + " " + cal.Location);
}
}
folderNumber++;
}
}
}
}
catch (Exception e)
{
throw;
}
finally
{
}
return calendarEvents;
}
In EWS you need to query one folder at a time, for non default folders you will first need to find the FolderId before you can then query the appointments (or items) within a Folder. To find all the Calendar folders in a Mailbox you need to use the FindFolder operation and create a restriction to limit the result to folder with a FolderClass of IPF.Appointment eg
// Create the request and specify the travesal type.
FindFolderType findFolderRequest = new FindFolderType();
findFolderRequest.Traversal = FolderQueryTraversalType.Deep;
// Define the properties that are returned in the response.
FolderResponseShapeType responseShape = new FolderResponseShapeType();
responseShape.BaseShape = DefaultShapeNamesType.Default;
findFolderRequest.FolderShape = responseShape;
// Identify which folders to search.
DistinguishedFolderIdType[] folderIDArray = new DistinguishedFolderIdType[1];
folderIDArray[0] = new DistinguishedFolderIdType();
folderIDArray[0].Id = DistinguishedFolderIdNameType.msgfolderroot;
IsEqualToType iet = new IsEqualToType();
PathToUnindexedFieldType FolderClass = new PathToUnindexedFieldType();
FolderClass.FieldURI = UnindexedFieldURIType.folderFolderClass;
iet.Item = FolderClass;
FieldURIOrConstantType constantType = new FieldURIOrConstantType();
ConstantValueType constantValueType = new ConstantValueType();
constantValueType.Value = "IPF.Appointment";
constantType.Item = constantValueType;
iet.FieldURIOrConstant = constantType;
// Add the folders to search to the request.
RestrictionType restriction = new RestrictionType();
restriction.Item = iet;
findFolderRequest.Restriction = restriction;
findFolderRequest.ParentFolderIds = folderIDArray;
try
{
// Send the request and get the response.
FindFolderResponseType findFolderResponse = esb.FindFolder(findFolderRequest);
// Get the response messages.
ResponseMessageType[] rmta = findFolderResponse.ResponseMessages.Items;
foreach (ResponseMessageType rmt in rmta)
{
// Cast to the correct response message type.
if (((FindFolderResponseMessageType)rmt).ResponseClass == ResponseClassType.Success) {
foreach (FolderType folder in ((FindFolderResponseMessageType)rmt).RootFolder.Folders) {
Console.WriteLine(folder.DisplayName);
}
}
}
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
You also might want to look at using the EWS Managed API which will save you greatly time and the amount of code you need to write
Cheers
Glen

Share primary Contacts along with the Opportunity using Sales Force to Sales Force Connector

Lead - gets converted to an Account , Contact and an Opportunity
I developed a trigger which shares an Opportunity and related Account with another Org of ours, and the piece i am missing is sharing the Contact along with this . Need some help for sharing the contact also.
Trigger autoforwardOpportunity on Opportunity(after insert) {
String UserName = UserInfo.getName();
String orgName = UserInfo.getOrganizationName();
List<PartnerNetworkConnection> connMap = new List<PartnerNetworkConnection>(
[select Id, ConnectionStatus, ConnectionName from PartnerNetworkConnection where ConnectionStatus = 'Accepted']
);
System.debug('Size of connection map: '+connMap.size());
List<PartnerNetworkRecordConnection> prncList = new List<PartnerNetworkRecordConnection>();
for(Integer i =0; i< Trigger.size; i++) {
Opportunity Opp = Trigger.new[i];
String acId = Opp.Id;
System.debug('Value of OpportunityId: '+acId);
for(PartnerNetworkConnection network : connMap) {
String cid = network.Id;
String status = network.ConnectionStatus;
String connName = network.ConnectionName;
String AssignedBusinessUnit = Opp.Assigned_Business_Unit__c;
System.debug('Connectin Details.......Cid:::'+cid+'Status:::'+Status+'ConnName:::'+connName+','+AssignedBusinessUnit);
if(AssignedBusinessUnit!=Null && (AssignedBusinessUnit.equalsIgnoreCase('IT') || AssignedBusinessUnit.equalsIgnoreCase('Proservia'))) {
// Send account to IT instance
PartnerNetworkRecordConnection newAccount = new PartnerNetworkRecordConnection();
newAccount.ConnectionId = cid;
newAccount.LocalRecordId = Opp.AccountId;
newAccount.SendClosedTasks = true;
newAccount.SendOpenTasks = true;
newAccount.SendEmails = true;
newAccount.RelatedRecords = 'Contact';
System.debug('Inserting New Record'+newAccount);
insert newAccount;
// Send opportunity to IT instance
PartnerNetworkRecordConnection newrecord = new PartnerNetworkRecordConnection();
newrecord.ConnectionId = cid;
newrecord.LocalRecordId = acId;
newrecord.SendClosedTasks = true;
newrecord.SendOpenTasks = true;
newrecord.SendEmails = true;
//newrecord.ParentRecordId = Opp.AccountId;
System.debug('Inserting New Record'+newrecord);
insert newrecord;
}
}
}
}
newrecord.RelatedRecords = 'Contact,Opportunity'; //etc

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