docusign/code-examples-apex

Apex Toolkit code examples

code-examples-apex's Issues

Merge fields not brought in the signing screen

I am using the apex toolkit for one of our use case where we are using the embed signing. The pdf rendered in the screen does not bring the merge fields data from the record.

I have written a trigger, But it send Duplicate mail

`trigger ContractConversion on Contract (before update) {
for(Contract con : trigger.new) {
if(con.Status == '03 - Email to Customer') {
sendEnvelope.sendEnvelopeMethod(con.accountId,con.ContractNumber);

    }
}

}

public class sendEnvelope {

@future(callout=true)
//add comments about source
public static void sendEnvelopeMethod(Id accountId,string ContractNumber) {

	Final String templateGuid = '7635114e-743a-418f-ba6a-1d95a9d51b89';
 	//TemplateId contains the DocuSign Id of the DocuSign Template
	Final dfsle.UUID TemplateId = dfsle.UUID.parse(templateGuid);

	Account account = [SELECT Id FROM Account WHERE Id = :accountId
		LIMIT 1
	];

	// Create an empty envelope with Account Id as the source Id
	dfsle.Envelope envelope = dfsle.EnvelopeService.getEmptyEnvelope(
    	new dfsle.Entity(account.Id));
    
	
	//Find your contact to add
	Contact Contact = [SELECT AccountId, Name, Email FROM Contact
    	WHERE accountId = :accountId
    	LIMIT 1
	];
    
	//use the Recipient.fromSource method to create the Recipient
	dfsle.Recipient Recipient = dfsle.Recipient.fromSource(
    	Contact.Name, // Recipient name
    	Contact.Email, // Recipient email
    	null, //Optional phone number
    	'Customer', //Role Name. Specify the exact role name from template
    	//source object for the Recipient - Account
    	new dfsle.Entity(Contact.Id));
  

	

	//add Recipient to the Envelope
	envelope = envelope.withRecipients (
		new List<dfsle.Recipient> { Recipient });

	//create a new document for the Envelope
	dfsle.Document myDocument = dfsle.Document.fromTemplate(
	TemplateId, // templateId in dfsle.UUID format
	'E-Signature Email Template Contract'); // name of the template

	//add document to the Envelope
	envelope = envelope.withDocuments(
    	new List<dfsle.Document> { myDocument });
    // Send the envelope. 
	envelope = dfsle.EnvelopeService.sendEnvelope(
    	envelope, // The envelope to send
    	true); // Send now parameter not actually part of this method.
}

}

`

Line: 3957, Column: 1 dfsle.APIException: The Envelope is not Complete. A Complete Envelope Requires Documents, Recipients, Tabs, and a Subject Line.

Hi,

I am getting this issue while sending the following code - Please help

Id mySourceId = 'myObjectId'; // The ID of the initiating Salesforce object
String templateId = 'myTemplateId'; // The ID of the DocuSign template

    // Create an empty envelope
    dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(
    new dfsle.Entity(mySourceId));
    // The initiating Salesforce entity

    // Use myEnvelope for later 
    // We will use a Salesforce contact record as a Recipient here
    Contact myContact = [SELECT Id, Name, Email FROM Contact LIMIT 1];

    //use the Recipient.fromSource method to create the Recipient
    dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(
        myContact.Name, // Recipient name
        '[email protected]', // Recipient email
        null, // Optional phone number
        'Signer 1', // Role Name. Specify the exact role name from template
        new dfsle.Entity(myContact.Id)); // Source object for the recipient

    // Add a recipient to the envelope
    myEnvelope = myEnvelope.withRecipients(new List<dfsle.Recipient> { myRecipient });

    // myTemplateId contains the DocuSign Id of the DocuSign Template
    dfsle.UUID myTemplateId = dfsle.UUID.parse(templateId);

    // create a new document for the Envelope
    dfsle.Document myDocument = dfsle.Document.fromTemplate(
        myTemplateId, // Template Id in dfsle.UUID format
        'myTemplate'); // Name of the template

    //add document to the envelope
    myEnvelope = myEnvelope.withDocuments(new List<dfsle.Document> { myDocument });

    // Send the envelope
    myEnvelope = dfsle.EnvelopeService.sendEnvelope(
        myEnvelope, // The envelope to send
        true); // True to send the envelope now