Need help in SF with Docusign integration
Requirement: Want to prepopulate some custom fields value on template, i have set these custom field values in apex(using apex toolkit) class but i am not seeing these values in pdf.
Development approach: I have already installed DocuSign(Docusign Apps Launcher) managed package in salesforce and uploaded DocuSign template(word format) in DocuSign portal. I have set the custom field values in apex code, Receiver is receiving an email with attached doc but he is not seeing custom field values post complete it also.
Feel free to ask any doubts/more details.
I am using below code:
dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(
new dfsle.Entity(mySourceId));
List<dfsle.Tab> envelopeTabs = new List<dfsle.Tab>();
//Custom fields isResidential
envelopeTabs.add(new dfsle.TextTab().withValue('ResidentialValue').withDataLabel('isResidential'));
dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(
contact.Name,
contact.Email,
null,
'Developer',
null
).withTabs(envelopeTabs);
myEnvelope = myEnvelope.withRecipients(new List<dfsle.Recipient> { myRecipient });
dfsle.UUID myTemplateId = dfsle.UUID.parse('XXXXXXXXXXX12345');
dfsle.Document myDocument = dfsle.Document.fromTemplate(
myTemplateId,
'TemplateName'
);
myEnvelope = myEnvelope.withDocuments(
new List<dfsle.Document> { myDocument }
);
myEnvelope = dfsle.EnvelopeService.sendEnvelope(
myEnvelope,
true
Thanks in advance
ssoni583@gmail.com