Update Data Field Tag in Docusign from Salesforce Data

I am using Docusign API Integration for Salesforce. I have a requirement to update the tag of a data field in a document by calling the Docusign API from Salesforce after submitting it for signature.

Let's say the order of routing signers from signer 1 to signer 4. Initially, the value of this data field tag will be zero. After signing 3 is "complete" its signature, I have to call an API call from Salesforce and update the tag with a value that is retrieved from the custom object field value in Salesforce. Signer 4 will then be able to see the value in the tag of the data field before it signs the document.

I have used Merge fields for docusign to import Salesforce data into this tag. But as I said earlier, the initial value will be zero (since the Salesforce data of that merge field will also be zero at that time) and I have to "stop" the signing process, update the tag, and continue with the remaining signer.

Is there any way to "update" the envelope to update the value in the tag of the data field?

Will docusign allow tag values โ€‹โ€‹in the document to be updated with Salesforce data via callouts API after the envelope is submitted?

Note that I read the Edit Tabs (Tags) for the Recipient article in the Docusign RestAPI Version2 manual. Is it for changing tag types or tag values?

+3


source to share


1 answer


It's possible with Salesforce and DS, but not in the way you're going for it. I answered your question about background correctness on another question at Send (download) a web browser url and run it in the background in APEX

The merge fields are part of the question, but they only show up as a "SENT" value and only update Salesforce when the COMPLETED envelope is successful, so this really is only half the solution for your scenario.

So here's what I did for another DocuSign Client as an example of how to do it, but please refer to your DocuSign product manager as I think if you are doing these types of advanced workflows you could bring benefit from DocuSign Profession Groups of services that I share.

1. Components added: 
    DocuSign Connect Object - dseRecipientConnectUpdate
    custom Object - dseRecipientConnectUpdate__cโ€‹
    Trigger - dseRCU_AfterUpdateโ€‹
    Class - desController (in Sandbox and code below as well)
    Class - CheckRecursive (in sandbox and code below as well)
    DS Template Example -Agreement with ContractID  960BD14E-6A09-4A9E-89E6-77B1D8444B72


2. What you need yet to do
    Replace Send on Behalf user with Sender of envelope via code (hard Coded as david.grigsby@docusign.com in code) lookup using envelopeID in DocuSign Status and get sender, then lookup in user that sender email
    Classify any stringified body you want
    Error Condition handling
    Test Classes
    Testing, Testing, testing

How I tested:
    0. Turn on debugging for API user and Myself
    a. Sent Envelope from Template
    b. Signed the first three recipients 
    c. Code updated the dseRecipientConnectUpdate__cโ€‹ record (a36) that was the autoresponse blocking user aka just changed record by editing but no real change, then save.

    d. It would then fire trigger again (as mentioned you will need to change the send on behalf of user to automatically for final code to be sending user, but you can make it your email you send envelope by) and it will read recipients, get the contract id recipient and tab, add new recipient and tab with value, delete old reciepents (tag recipient and blocking)

      

Salesforce Custom Object:



<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <!--actionoverrides removed for sake of SO answer size/>
    <compactLayoutAssignment>SYSTEM</compactLayoutAssignment>
    <deploymentStatus>Deployed</deploymentStatus>
    <description>DocuSign Recipient Connect Update</description>
    <enableActivities>true</enableActivities>
    <enableFeeds>false</enableFeeds>
    <enableHistory>true</enableHistory>
    <enableReports>true</enableReports>
    <fields>
        <fullName>RecipStatus__c</fullName>
        <externalId>false</externalId>
        <label>RecipStatus</label>
        <length>50</length>
        <required>false</required>
        <trackHistory>false</trackHistory>
        <trackTrending>false</trackTrending>
        <type>Text</type>
        <unique>false</unique>
    </fields>
    <fields>
        <fullName>RecipientEmail__c</fullName>
        <description>Recipient Email</description>
        <externalId>false</externalId>
        <label>RecipientEmail</label>
        <required>false</required>
        <trackHistory>false</trackHistory>
        <trackTrending>false</trackTrending>
        <type>Email</type>
        <unique>false</unique>
    </fields>
    <fields>
        <fullName>RecipientID__c</fullName>
        <externalId>false</externalId>
        <label>RecipientID</label>
        <length>50</length>
        <required>false</required>
        <trackHistory>false</trackHistory>
        <trackTrending>false</trackTrending>
        <type>Text</type>
        <unique>false</unique>
    </fields>
    <fields>
        <fullName>dsEnvelopeID__c</fullName>
        <description>dsfs__DocuSign_Envelope_ID__c</description>
        <externalId>false</externalId>
        <label>dsEnvelopeID</label>
        <length>56</length>
        <required>false</required>
        <trackHistory>false</trackHistory>
        <trackTrending>false</trackTrending>
        <type>Text</type>
        <unique>false</unique>
    </fields>
    <label>dseRecipientConnectUpdate</label>
    <listViews>
        <fullName>All</fullName>
        <filterScope>Everything</filterScope>
        <label>All</label>
    </listViews>
    <nameField>
        <displayFormat>dseRCU-{0000000000}</displayFormat>
        <label>dseRecipientConnectUpdate Name</label>
        <trackHistory>false</trackHistory>
        <type>AutoNumber</type>
    </nameField>
    <pluralLabel>dseRecipientConnectUpdates</pluralLabel>
    <recordTypeTrackHistory>false</recordTypeTrackHistory>
    <recordTypes>
        <fullName>dseRecipientConnectUpdate</fullName>
        <active>true</active>
        <description>dseRecipientConnectUpdate</description>
        <label>dseRecipientConnectUpdate</label>
    </recordTypes>
    <searchLayouts/>
    <sharingModel>ReadWrite</sharingModel>
</CustomObject>

      

Trigger ==========

trigger dseRCU_AfterUpdate on dseRecipientConnectUpdate__c (after update) {
    try
    {

        if (CheckRecursive.runOnce())
        {   

            List<dseRecipientConnectUpdate__c> myConnectUpdates = [Select d.dsEnvelopeID__c, d.RecipientID__c, d.RecipientEmail__c, d.RecipStatus__c, d.Id From dseRecipientConnectUpdate__c d WHERE Id IN:Trigger.newMap.keySet()];

            for(dseRecipientConnectUpdate__c myConnectCompleted :myConnectUpdates)
            {
                system.debug(myConnectCompleted.Id);

                if(myConnectCompleted.RecipStatus__c.indexOf('AutoResponded') != -1)
                {
                    system.debug(myConnectCompleted.RecipStatus__c);
                        //Looking for bounce back user via status AutoResponded  and  @accelrys.com emails/recipients
                        if(myConnectCompleted.RecipientEmail__c.indexOf('invalidemail@baddomain.com') != -1)
                        {
                          //do modification to envelope here
                          dseController.updateEnvelope(myConnectCompleted.dsEnvelopeID__c, myConnectCompleted.RecipientID__c);


                        }
                }
            }
        }
    }
    catch(Exception ex)
    {
        system.debug(ex);
    }
    finally
    {

    }  
}

      

Class ==========

public with sharing class dseController {

    public dseController()
    {

    }

    public dseController(ApexPages.StandardController controller)
    {

    } 

    @future (callout=true)
    public static void updateEnvelope( string envelopeID, string recipientID )
    {
    RecipientResponse RecipientResponseDeserialized = new RecipientResponse();
    RecipientTabResponse RecipientTabResponseDeserialized = new RecipientTabResponse();
    string rResponse = '{}';
    string recipientGuidwithContractTab;
    string recipientGuidForBlockingRecipient;
    string rTabResponse = '{}';
    string rSetRecipientResponse = '{}';
    string rSetTabForRecipientResponse = '{}';
    string rTabRecipientDeleteResponse = '{}';
    string rBlockingRecipientDeleteResponse = '{}';


    try
    {
//Call to get envelope recipients
rResponse = getEnvelopeRecipients(envelopeID);
system.debug(rResponse);

RecipientResponseDeserialized = parseRecipentResponse(rResponse);
system.debug(RecipientResponseDeserialized);

recipientGuidwithContractTab = getRecipientwithContractTab(RecipientResponseDeserialized);
system.debug(recipientGuidwithContractTab);

//Call to get recipient tab
rTabResponse = getRecipientTab(envelopeID, recipientGuidwithContractTab);
system.debug(rTabResponse);

RecipientTabResponseDeserialized = parseRecipientTabResponse(rTabResponse);
system.debug(RecipientTabResponseDeserialized);

//Call to add recipient with new id
rSetRecipientResponse = setRecipientForNewTab(envelopeID,RecipientResponseDeserialized);
system.debug(rSetRecipientResponse);

//Call to add tab to new recipient with new id

rSetTabForRecipientResponse = setNewTabforNewRecipient(envelopeID,RecipientTabResponseDeserialized);
system.debug(rSetTabForRecipientResponse);

//Call to delete old clone recipient
rTabRecipientDeleteResponse = deleteRecipientTab(envelopeID, recipientGuidwithContractTab);
system.debug(rTabRecipientDeleteResponse);

//Call to delete blocking user
recipientGuidForBlockingRecipient = getBlockingRecipient(RecipientResponseDeserialized);
rBlockingRecipientDeleteResponse = deleteBlockingRecipient(envelopeID, recipientGuidForBlockingRecipient);
system.debug(rBlockingRecipientDeleteResponse);
    }
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }    

    }

    public static string getRecipientwithContractTab(RecipientResponse rResponse)
    {
    string rContractTabID = 'Not Found';

    try{

    List<Signer> mySigners = rResponse.signers;
    for(Signer mySigner : mySigners)
    {
    if(mySigner.roleName == 'ContractIDApprover')
    {
    rContractTabID = mySigner.recipientIdGuid;
    }

    }

    }
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        } 

        return rContractTabID;

    }

    public static string getBlockingRecipient(RecipientResponse rResponse)
    {
    string rContractTabID = 'Not Found';

    try{

    List<Signer> mySigners = rResponse.signers;
    for(Signer mySigner : mySigners)
    {
    if(mySigner.roleName == 'BlockingUser')
    {
    rContractTabID = mySigner.recipientIdGuid;
    }

    }

    }
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        } 

        return rContractTabID;

    }


    public static string getEnvelopeRecipients(string envelopeID)
    {
    string response = '{}';
    string DSEndpoint = 'https://demo.docusign.net/restapi/v2/';
    string DSUserId = 'yourdsUserid';
    string DSPassword = 'yourdspassword';
    string DSAccountID = 'yourdsaccountID';
    string DSIntegratorKey = 'yourdsintegratorkey';


    try
{

//FORCES that the DocuSign member has to be in the DocuSign account DSFS is configured for
List<dsfs__DocuSignAccountConfiguration__c> dsAccountConfig = [Select d.dsfs__UseSendOnBehalfOf__c, d.dsfs__DocuSignBaseURL__c, d.dsfs__DSProSFUsername__c, d.dsfs__DSProSFPassword__c, d.dsfs__AccountId__c From dsfs__DocuSignAccountConfiguration__c d limit 1];

for(dsfs__DocuSignAccountConfiguration__c myConfig : dsAccountConfig)
{

DSEndpoint = myConfig.dsfs__DocuSignBaseURL__c + 'restapi/v2/';
DSUserId = myConfig.dsfs__DSProSFUsername__c;
DSPassword = myConfig.dsfs__DSProSFPassword__c;

}

HttpRequest request = new HttpRequest();
request.setEndpoint(DSEndpoint + 'accounts/'+DSAccountID+'/envelopes/'+envelopeID+'/recipients');
request.setMethod('GET');
request.setHeader('Content-Type', 'application/json');
request.setHeader('X-DocuSign-Authentication', '<DocuSignCredentials><Username>'+DSUserId+'</Username><Password>'+DSPassword+'</Password><IntegratorKey>'+DSIntegratorKey+'</IntegratorKey></DocuSignCredentials>');
request.setHeader('Accept', 'application/json');
request.setTimeout(120000);

system.debug(request.getHeader('X-DocuSign-Authentication'));


HttpResponse myResponse = (new Http()).send(request);

system.debug(myResponse.getBody());

if(myResponse.getStatusCode().format()=='200')
{  
response = myResponse.getBody();
system.debug(response);

}

}
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }

        return response;
    }

    public static string getRecipientTab(string envelopeID, string recipientGuid)
    {
    string response = '{}';
    string DSEndpoint = 'https://demo.docusign.net/restapi/v2/';
    string DSUserId = 'yourdsUserid';
    string DSPassword = 'yourdspassword';
    string DSAccountID = 'yourdsaccountID';
    string DSIntegratorKey = 'yourdsintegratorkey';


    try
{

//FORCES that the DocuSign member has to be in the DocuSign account DSFS is configured for
List<dsfs__DocuSignAccountConfiguration__c> dsAccountConfig = [Select d.dsfs__UseSendOnBehalfOf__c, d.dsfs__DocuSignBaseURL__c, d.dsfs__DSProSFUsername__c, d.dsfs__DSProSFPassword__c, d.dsfs__AccountId__c From dsfs__DocuSignAccountConfiguration__c d limit 1];

for(dsfs__DocuSignAccountConfiguration__c myConfig : dsAccountConfig)
{

DSEndpoint = myConfig.dsfs__DocuSignBaseURL__c + 'restapi/v2/';
DSUserId = myConfig.dsfs__DSProSFUsername__c;
DSPassword = myConfig.dsfs__DSProSFPassword__c;

}

HttpRequest request = new HttpRequest();
request.setEndpoint(DSEndpoint + 'accounts/'+DSAccountID+'/envelopes/'+envelopeID+'/recipients/'+recipientGuid+'/tabs/');
request.setMethod('GET');
request.setHeader('Content-Type', 'application/json');
request.setHeader('X-DocuSign-Authentication', '<DocuSignCredentials><Username>'+DSUserId+'</Username><Password>'+DSPassword+'</Password><SendOnBehalfOf>david.grigsby@docusign.com</SendOnBehalfOf><IntegratorKey>'+DSIntegratorKey+'</IntegratorKey></DocuSignCredentials>');
request.setHeader('Accept', 'application/json');
request.setTimeout(120000);

system.debug(request.getHeader('X-DocuSign-Authentication'));


HttpResponse myResponse = (new Http()).send(request);

system.debug(myResponse.getBody());

if(myResponse.getStatusCode().format()=='200')
{  
response = myResponse.getBody();
system.debug(response);

}

}
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }

        return response;
    }

    public static string setRecipientForNewTab(string envelopeID, RecipientResponse rResponse)
    {
    string response = '{}';
    string DSEndpoint = 'https://demo.docusign.net/restapi/v2/';
    string DSUserId = 'yourdsUserid';
    string DSPassword = 'yourdspassword';
    string DSAccountID = 'yourdsaccountID';
    string DSIntegratorKey = 'yourdsintegratorkey';


    try
{

//FORCES that the DocuSign member has to be in the DocuSign account DSFS is configured for
List<dsfs__DocuSignAccountConfiguration__c> dsAccountConfig = [Select d.dsfs__UseSendOnBehalfOf__c, d.dsfs__DocuSignBaseURL__c, d.dsfs__DSProSFUsername__c, d.dsfs__DSProSFPassword__c, d.dsfs__AccountId__c From dsfs__DocuSignAccountConfiguration__c d limit 1];

for(dsfs__DocuSignAccountConfiguration__c myConfig : dsAccountConfig)
{

DSEndpoint = myConfig.dsfs__DocuSignBaseURL__c + 'restapi/v2/';
DSUserId = myConfig.dsfs__DSProSFUsername__c;
DSPassword = myConfig.dsfs__DSProSFPassword__c;

}

Signer mySignerToAdd = new Signer();

List<Signer> mySigners = rResponse.signers;
    for(Signer mySigner : mySigners)
    {
    if(mySigner.roleName == 'ContractIDApprover')
    {
    mySignerToAdd = mySigner;
    }

    }


    String myBody;
    myBody = '{"signers": [{"signInEachLocation": "false","name": "'+mySignerToAdd.name +'Added 1","email": "'+mySignerToAdd.email+'","recipientId": "7","requireIdLookup": "false","routingOrder": "19","roleName": "'+mySignerToAdd.roleName+'1"}]}';

HttpRequest request = new HttpRequest();
request.setEndpoint(DSEndpoint + 'accounts/'+DSAccountID+'/envelopes/'+envelopeID+'/recipients/');
request.setMethod('POST');
request.setHeader('Content-Type', 'application/json');
request.setHeader('X-DocuSign-Authentication', '<DocuSignCredentials><Username>'+DSUserId+'</Username><Password>'+DSPassword+'</Password><SendOnBehalfOf>david.grigsby@docusign.com</SendOnBehalfOf><IntegratorKey>'+DSIntegratorKey+'</IntegratorKey></DocuSignCredentials>');
request.setHeader('Accept', 'application/json');
request.setTimeout(120000);
request.setBody(myBody);

system.debug(request.getHeader('X-DocuSign-Authentication'));


HttpResponse myResponse = (new Http()).send(request);

system.debug(myResponse.getBody());

if(myResponse.getStatusCode().format()=='201')
{  
response = myResponse.getBody();
system.debug(response);

}

}
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }

        return response;
    }

     public static string setNewTabforNewRecipient(string envelopeID, RecipientTabResponse rTabResponse)
    {
    string response = '{}';
    string DSEndpoint = 'https://demo.docusign.net/restapi/v2/';
    string DSUserId = 'yourdsUserid';
    string DSPassword = 'yourdspassword';
    string DSAccountID = 'yourdsaccountID';
    string DSIntegratorKey = 'yourdsintegratorkey';


    try
{

//FORCES that the DocuSign member has to be in the DocuSign account DSFS is configured for
List<dsfs__DocuSignAccountConfiguration__c> dsAccountConfig = [Select d.dsfs__UseSendOnBehalfOf__c, d.dsfs__DocuSignBaseURL__c, d.dsfs__DSProSFUsername__c, d.dsfs__DSProSFPassword__c, d.dsfs__AccountId__c From dsfs__DocuSignAccountConfiguration__c d limit 1];

for(dsfs__DocuSignAccountConfiguration__c myConfig : dsAccountConfig)
{

DSEndpoint = myConfig.dsfs__DocuSignBaseURL__c + 'restapi/v2/';
DSUserId = myConfig.dsfs__DSProSFUsername__c;
DSPassword = myConfig.dsfs__DSProSFPassword__c;

}

TextTabs myTextTabToAdd = new TextTabs();

List<TextTabs> myTextTabs = rTabResponse.textTabs;
    for(TextTabs myTextTab : myTextTabs)
    {
    if(myTextTab.tabLabel == 'ContractID')
    {
    myTextTabToAdd = myTextTab;
    }

    }


    String myBody;
    myBody = '{"textTabs": [{"height": '+myTextTabToAdd.height+',"shared": "'+myTextTabToAdd.shared+'","requireInitialOnSharedChange": "'+myTextTabToAdd.requireInitialOnSharedChange+'","name": "'+myTextTabToAdd.name+'1","value": "ContractID12345","width": '+myTextTabToAdd.width+',"required": "'+myTextTabToAdd.required+'","locked": "'+myTextTabToAdd.locked+'","concealValueOnDocument": "'+myTextTabToAdd.concealValueOnDocument+'","disableAutoSize": "'+myTextTabToAdd.disableAutoSize+'","tabLabel": "'+myTextTabToAdd.tabLabel+'","documentId": "'+myTextTabToAdd.documentId+'","recipientId": "7","pageNumber": "'+myTextTabToAdd.pageNumber+'","xPosition": "'+myTextTabToAdd.xPosition+'","yPosition": "'+myTextTabToAdd.yPosition+'"}]}';

HttpRequest request = new HttpRequest();
request.setEndpoint(DSEndpoint + 'accounts/'+DSAccountID+'/envelopes/'+envelopeID+'/recipients/7/tabs');
request.setMethod('POST');
request.setHeader('Content-Type', 'application/json');
request.setHeader('X-DocuSign-Authentication', '<DocuSignCredentials><Username>'+DSUserId+'</Username><Password>'+DSPassword+'</Password><SendOnBehalfOf>david.grigsby@docusign.com</SendOnBehalfOf><IntegratorKey>'+DSIntegratorKey+'</IntegratorKey></DocuSignCredentials>');
request.setHeader('Accept', 'application/json');
request.setTimeout(120000);
request.setBody(myBody);

system.debug(request.getHeader('X-DocuSign-Authentication'));


HttpResponse myResponse = (new Http()).send(request);

system.debug(myResponse.getBody());

if(myResponse.getStatusCode().format()=='201')
{  
response = myResponse.getBody();
system.debug(response);

}

}
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }

        return response;
    }

    public static string deleteRecipientTab(string envelopeID, string recipientGuid)
    {
    string response = '{}';
    string DSEndpoint = 'https://demo.docusign.net/restapi/v2/';
    string DSUserId = 'yourdsUserid';
    string DSPassword = 'yourdspassword';
    string DSAccountID = 'yourdsaccountID';
    string DSIntegratorKey = 'yourdsintegratorkey';


    try
{

//FORCES that the DocuSign member has to be in the DocuSign account DSFS is configured for
List<dsfs__DocuSignAccountConfiguration__c> dsAccountConfig = [Select d.dsfs__UseSendOnBehalfOf__c, d.dsfs__DocuSignBaseURL__c, d.dsfs__DSProSFUsername__c, d.dsfs__DSProSFPassword__c, d.dsfs__AccountId__c From dsfs__DocuSignAccountConfiguration__c d limit 1];

for(dsfs__DocuSignAccountConfiguration__c myConfig : dsAccountConfig)
{

DSEndpoint = myConfig.dsfs__DocuSignBaseURL__c + 'restapi/v2/';
DSUserId = myConfig.dsfs__DSProSFUsername__c;
DSPassword = myConfig.dsfs__DSProSFPassword__c;

}

HttpRequest request = new HttpRequest();
request.setEndpoint(DSEndpoint + 'accounts/'+DSAccountID+'/envelopes/'+envelopeID+'/recipients/'+recipientGuid);
request.setMethod('DELETE');
request.setHeader('Content-Type', 'application/json');
request.setHeader('X-DocuSign-Authentication', '<DocuSignCredentials><Username>'+DSUserId+'</Username><Password>'+DSPassword+'</Password><SendOnBehalfOf>youremail@yourdomain.com</SendOnBehalfOf><IntegratorKey>'+DSIntegratorKey+'</IntegratorKey></DocuSignCredentials>');
request.setHeader('Accept', 'application/json');
request.setTimeout(120000);

system.debug(request.getHeader('X-DocuSign-Authentication'));


HttpResponse myResponse = (new Http()).send(request);

system.debug(myResponse.getBody());

if(myResponse.getStatusCode().format()=='200')
{  
response = myResponse.getBody();
system.debug(response);

}

}
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }

        return response;
    } 

        public static string deleteBlockingRecipient(string envelopeID, string recipientGuid)
    {
    string response = '{}';
    string DSEndpoint = 'https://demo.docusign.net/restapi/v2/';
    string DSUserId = 'yourdsUserid';
    string DSPassword = 'yourdspassword';
    string DSAccountID = 'yourdsaccountID';
    string DSIntegratorKey = 'yourdsintegratorkey';


    try
{

//FORCES that the DocuSign member has to be in the DocuSign account DSFS is configured for
List<dsfs__DocuSignAccountConfiguration__c> dsAccountConfig = [Select d.dsfs__UseSendOnBehalfOf__c, d.dsfs__DocuSignBaseURL__c, d.dsfs__DSProSFUsername__c, d.dsfs__DSProSFPassword__c, d.dsfs__AccountId__c From dsfs__DocuSignAccountConfiguration__c d limit 1];

for(dsfs__DocuSignAccountConfiguration__c myConfig : dsAccountConfig)
{

DSEndpoint = myConfig.dsfs__DocuSignBaseURL__c + 'restapi/v2/';
DSUserId = myConfig.dsfs__DSProSFUsername__c;
DSPassword = myConfig.dsfs__DSProSFPassword__c;

}

HttpRequest request = new HttpRequest();
request.setEndpoint(DSEndpoint + 'accounts/'+DSAccountID+'/envelopes/'+envelopeID+'/recipients/'+recipientGuid);
request.setMethod('DELETE');
request.setHeader('Content-Type', 'application/json');
request.setHeader('X-DocuSign-Authentication', '<DocuSignCredentials><Username>'+DSUserId+'</Username><Password>'+DSPassword+'</Password><SendOnBehalfOf>youremail@yourdomain.com</SendOnBehalfOf><IntegratorKey>'+DSIntegratorKey+'</IntegratorKey></DocuSignCredentials>');
request.setHeader('Accept', 'application/json');
request.setTimeout(120000);

system.debug(request.getHeader('X-DocuSign-Authentication'));


HttpResponse myResponse = (new Http()).send(request);

system.debug(myResponse.getBody());

if(myResponse.getStatusCode().format()=='200')
{  
response = myResponse.getBody();
system.debug(response);

}

}
catch(Exception ex)
        {
            system.debug(ex);

        }
        finally
        {

        }

        return response;
    }    

public static RecipientResponse parseRecipentResponse(String json) {
return (RecipientResponse) System.JSON.deserialize(json, RecipientResponse.class);
}

public static RecipientTabResponse parseRecipientTabResponse(String json) {
return (RecipientTabResponse) System.JSON.deserialize(json, RecipientTabResponse.class);
}
    public class Signer
    {
    public string name;
    public string email;
    public string recipientId;
    public string recipientIdGuid;
    public string requireIdLookup;
    public string userId;
    public string routingOrder;
    public string roleName;
    public string status;
    public string signedDateTime;
    public string deliveredDateTime;
    public string templateLocked;
    public string templateRequired;

    }

    public class RecipientResponse
    {
    public List<Signer> signers;
    public List<Signer> agents;
    public List<Signer> editors;
    public List<Signer> intermediaries;
    public List<Signer> carbonCopies;
    public List<Signer> certifiedDeliveries;
    public List<Signer> inPersonSigners;
    public String recipientCount;
    public String currentRoutingOrder;


    }

public class TextTabs {
public Integer height;
public String validationPattern;
public String validationMessage;
public String shared;
public String requireInitialOnSharedChange;
public String name;
public String value;
public Integer width;
public String required;
public String locked;
public String concealValueOnDocument;
public String disableAutoSize;
public String tabLabel;
public String documentId;
public String recipientId;
public String pageNumber;
public String xPosition;
public String yPosition;
public String tabId;
}

public class RecipientTabResponse 
{
public List<TextTabs> textTabs;



}



}

      

+4


source







All Articles