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Question regarding TextTabs in Apex Toolkit

  • 28 June 2024
  • 3 replies
  • 53 views

Hello!
I am currently using the Apex Toolkit to send envelopes from Salesforce and i have a question about Tabs. I have a TextTab with an hardcoded value (so i use the withValue() method) that i am attaching to a recipient. This tab is not read-only, so the recipient of the envelope can update the field. My question is: where does this tab value go once the document is completed and saved back to Salesforce? I tried looking on the
DocuSign Envelope Document object and the DocuSign Envelope Recipient but i don't seem to find it. My requirement is to save back the value of this tab with a trigger on another object, so i need to  be able to access those tabs and values from somewhere in salesforce.


I hope i gave a clear enough explanation.

Thank you

3 replies

neethujkp
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Userlevel 2
Badge +9

Have you checked this article?Sending with merge fields using the Apex Toolkit (docusign.com)

If you believe my answer effectively solves your problem, please remember to mark it as the best answer and consider following me.
G
Rank
Badge +1

Have you checked this article?Sending with merge fields using the Apex Toolkit (docusign.com)

I am not using merge fields, i am hardcoding a value with the withValue method and i’m not referencing any Salesforce Object. Something like this:

dfsle.Tab TestTab = new dfsle.TextTab()

            .withRequired(true) // If you set this to false the payment is optional.

            .withValue('test value') // Payment of $4

            .withReadOnly(false)

            .withDataLabel('Test tab')

            .withPosition(new dfsle.Tab.Position(1, 1, 200, 20, null, null));

 

is there any way i can retrieve the value of this tab in salesforce?

G
Rank
Badge +1

Hello!
I am currently using the Apex Toolkit to send envelopes from Salesforce and i have a question about Tabs. I have a TextTab with an hardcoded value (so i use the withValue() method) that i am attaching to a recipient. This tab is not read-only, so the recipient of the envelope can update the field. My question is: where does this tab value go once the document is completed and saved back to Salesforce? I tried looking on the
DocuSign Envelope Document object and the DocuSign Envelope Recipient but i don't seem to find it. My requirement is to save back the value of this tab with a trigger on another object, so i need to  be able to access those tabs and values from somewhere in salesforce.


I hope i gave a clear enough explanation.

Thank you

I basically would need this: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/list/ but through the apex toolkit, if possible

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