I am sending contracts from Sf using Docusign apis. There is information table in the document. I need to add editable form fields to document, so that the recipient can edit them to correct the information. Also I need to sense the changes made by recipient. Is this possible? If so, how to do it?
The functionality exists and it's called Merge Fields:
https://www.docusign.com/support/salesforce/documentation/dfs-user-guide/user-guide/create-merge-fields-user
Hope this helps
Related
I am trying to figure out why/how certain fields are auto-populating on my Opportunity object when I complete a Docusign.
The issue: On an Opportunity record I click a custom button that sends a DocuSign to a list of signers. When the last signer completes signing the document, and the DocuSign Status is marked as completed I refresh the Opportunity record and 2 custom fields have been populated with today's date.
Here are the items I have already looked into to trouble shoot the issue:
On the fields themselves, I have clicked the 'where is this used?' button, and the only places these fields are used are in Page layouts and reports. It is NOT referenced in any apex classes or process builders.
I have looked through all my workflow rules, and field updates on those workflow rules. These fields are not referenced in any of the workflows/field updates.
I have set field history tracking on the fields and found that the change is being made by an integration user. I then set up a debug log on the integration user and in all of the debug logs there is no reference to the fields being updated there.
In a sandbox I tried deleting the field to see if it might be referenced by a Custom metadata type, and no errors were thrown saying it was. I have also looked into the custom settings and custom metadata types to see if the reference to these fields could be in there.
Hoping someone can let me know if they've seen this issue before, or know any other ways to troubleshoot this issue.
It sounds like there's been some custom configuration setup, out of the box the package shouldn't add new fields to the opportunity record that are updated upon completion of an envelope. All of that information should only be found on the DocuSign Status object initially.
I would recommend reaching out to the DocuSign support team and have them take a look at the configuration with you to see what may be happening. https://support.docusign.com/
I added my customer attribute, and I want to display these fields as checkboxes in account information tab. I created checkbox in the frontend easily but the backend is not. Please help me. Thanks.
I don't know how do you have created this customer attribute but it seems that you didn't added the adminhtml_form.
If you want to edit a new customer attribute from the admin you must add the proper forms when creating the attribute: adminhtml_customer
Take a look here:
https://magento.stackexchange.com/questions/97018/adding-custom-customer-attribute-to-admin-panel/97023#97023
If the attribute is already created, you can edit this directly in DB in the table: customer_form_attribute and add adminhtml_customer to the attribute you created.
Regards
Anyone having idea about how to create Custom ListView on Standard Sobject, that can have both standard as well as custom fields.
Please share your knowledge.
Cheers!
Navigate to the tab for the custom object in you are in Classic salesforce click the "Create New View" link next to the list view droplist if in Lightning click the Cog to the right top of the UI then click the "New" menu option. Select the Standard and Custom fields that you want to appear in the list view, I believe up to 10 fields, and the criteria for the view and who can see the listview, then save.
You can create this via code using the metadata API. You would have to download one of the wsdl files, use the wsld to Apex generator to create a wrapper for it and use that to create a soap envelope with the request. It might be easier to use https://github.com/financialforcedev/apex-mdapi where he did the work already, see this posth
I know this feature is available for the old Salesforce UI, but couldn't find anywhere how to pre-populate recipients using Docusign Lightning component.
Has anybody been able to solve it?
With SalesForce "classic" you could use a JavaScript button to prepopulate recipient info when the DocuSign Envelope is created. However, it appears that SalesForce Lightening does not support JavaScript buttons.
To customize "Send with DocuSign" behavior in SalesForce Lightening, you might try the following approach:
Create a Visualforce page that launches an APEX class controller that opens a URL.
Create a class to define that controller.
Create a new action on the opportunity and associate the Visualforce page to the action.
Add the Action to the appropriate area on the Opportunity page layout.
You can find a code sample for this type of implementation on this thread in the SalesForce Developer forum: https://developer.salesforce.com/forums/?id=906F0000000BWr4IAG. And, this other SO post shows an attempt to implement this approach to customize the Send with Docusign behavior: Customize "Send With Docusign" in Salesforce Lightning.
Note: I'm not a SalesForce developer and this answer is simply recommending an approach that others seem to have used in the scenario you've described.
I'm using a DocuSign custom button. I have the document Id of the document I want added into docusign, on my object. Is there a way to automatically add the document using that Id?
The use case is, I'd like my user to hit the send via docusign button, and already have the document and the docusign envelop configured. If the document isn't there, they have to search for it.
On the object you are having you dosign functionality,if that object has any attachments then it will take automatically those attachments and move in to the envelope page.I think you need a custom button to add attachment to the related object than that attachment will get added automatucally.After cilcking send with docusign button you will able to see those attachments.