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New Voice
June 28, 2024
Question

Question regarding TextTabs in Apex Toolkit

  • June 28, 2024
  • 3 replies
  • 278 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
Frequent Contributor
Frequent Contributor
June 28, 2024
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New Voice
June 28, 2024

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?

New Voice
June 28, 2024

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