從模板創建信封時，Signature選項卡不可見

Question

對於以下要求我們希望使用DocuSign for SalesForce：
1.內部用戶，單擊頁面佈局上的一個按鈕，觸發DocuSign 2.社區用戶，單擊按鈕在VF頁面觸發DocuSign

爲此，我連接了salesforce和Docusign帳戶。並完成基本配置，如在DocuSign和SalesForce之間掛接自定義變量，使用pdf和一些標籤創建模板，如簽名,初始和日期簽署。假設模板ID是aa3d9632-1595-4fef-87dd-1795334edf9d。

現在，對於上面的第一個要求，我在頁面佈局上創建了一個使用創建的模板aa3d9632-1595-4fef-87dd-1795334edf9d的JavaScript按鈕。在這裏，當內部用戶點擊按鈕，收件人可以看到所有選項卡（簽名，簽名初始和日期），它包括在模板中。

對於第二個要求，我使用SOAP API來觸發DocuSign。由於我已經有了一個模板aa3d9632-1595-4fef-87dd-1795334edf9d，我想在我的第二個需求中也使用相同的模板。要做到這一點，我使用CreateEnvelopeFromTemplates()方法請在下面的代碼：

//Step #1) Buiding Template, Recipient and Envelope information 
// 1.1) Put the created template from DocuSign 

DocuSignAPI.TemplateReference templetRef = new DocuSignAPI.TemplateReference(); 
templetRef.Template = aa3d9632-1595-4fef-87dd-1795334edf9d; 
templetRef.TemplateLocation = 'Server'; 

DocuSignAPI.ArrayOfTemplateReference templetRefs = new DocuSignAPI.ArrayOfTemplateReference(); 
templetRefs.TemplateReference = new DocuSignAPI.TemplateReference[]{templetRef}; 
system.debug('templetRefs: '+templetRefs); 

// 1.2) Create a Recipient 
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient(); 
recipient.Email   = docuSign_email; 
recipient.UserName  = docuSign_fName+' '+docuSign_lName; 
recipient.Type_x  = 'Signer'; 
recipient.ID   = 1; 
recipient.RoutingOrder = 1; 
recipient.RequireIDLookup = false; 

DocuSignAPI.ArrayOfRecipient1 recipients = new DocuSignAPI.ArrayOfRecipient1(); 
recipients.Recipient = new DocuSignAPI.Recipient[]{recipient}; 

system.debug('recipients: '+recipients);   


// 1.3) Construct the envelope information 
DocuSignAPI.EnvelopeInformation envelopeInfo = new DocuSignAPI.EnvelopeInformation(); 
envelopeInfo.Subject = 'Terms of Agreement for your Signature'; 
envelopeInfo.EmailBlurb = 'We are sending you this request for your electronic signature, please review and electronically sign by following the link above. '; 
envelopeInfo.AccountId = accountId; 

//Populate Application as a Custom Field in Envelope 
DocuSignAPI.CustomField custFiled = new DocuSignAPI.CustomField(); 
custFiled.Name  = 'DSFSSourceObjectId'; 
custFiled.Value  = docuSign_appID; 
custFiled.show  = 'False'; 
custFiled.Required = 'True'; 
custFiled.CustomFieldType = 'Text'; 

DocuSignAPI.ArrayOfCustomField CustFields = new DocuSignAPI.ArrayOfCustomField(); 
//CustFields.CustomField = new DocuSignAPI.CustomField[]{custFiled,accFiled}; 
CustFields.CustomField = new DocuSignAPI.CustomField[]{custFiled}; 

envelopeInfo.CustomFields = CustFields;    

system.debug('envelopeInfo: '+envelopeInfo); 

// Step #2) Create a Envelope with informtion created from step #1 and SendEnvelope 
System.debug('Calling the API'); 

//DocuSignAPI.EnvelopeStatus es = dsApiSend.CreateAndSendEnvelope(envelope); 
DocuSignAPI.EnvelopeStatus envelopStatus = dsApiSend.CreateEnvelopeFromTemplates(templetRefs, recipients,envelopeInfo,true); 
envelopeId = envelopStatus.EnvelopeID; 

在這種情況下，收件人無法看到它被列入任何標籤（初始和簽名日期簽名）在模板中。

奇怪的是，當用戶點擊頁面佈局JavaScript按鈕點擊時，這些標籤是可見的，但不是在VF頁面按鈕點擊。

Answer 1

你將不得不收件人映射到你的模板角色

以下是代碼片段，需要更新。

• 我已經設置了收件人ROLENAME recipient.RoleName = 'Signer 1'
• 創建ArrayOfTemplateReferenceRoleAssignment並添加到TemplateReference。

查看完整的代碼here

// 1.2) Create a Recipient 
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient(); 
recipient.Email   = docuSign_email; 
recipient.UserName  = docuSign_fName+' '+docuSign_lName; 
recipient.Type_x  = 'Signer'; 
recipient.ID   = 1; 
recipient.RoutingOrder = 1; 
recipient.RequireIDLookup = false; 
recipient.RoleName = 'Signer 1'; 

DocuSignAPI.ArrayOfRecipient1 recipients = new DocuSignAPI.ArrayOfRecipient1(); 
recipients.Recipient = new DocuSignAPI.Recipient[]{recipient}; 


ArrayOfTemplateReferenceRoleAssignment tras = new ArrayOfTemplateReferenceRoleAssignment(); 
TemplateReferenceRoleAssignment assign = new TemplateReferenceRoleAssignment(); 
assign.setRoleName(recipient.getRoleName()); 
assign.setRecipientID(recipient.getID()); 
tras.getRoleAssignment().add(assign); 
templetRef.setRoleAssignments(tras);