Using DocuSign Gen for salesforce. Building templates, adding fields and teables. Looking for any special tags to order the output record data. For example I'd like to order by lines in a quote or start by sorting Bundles 1st.
Is there any way to sort the Salesforce Object Data records?
Related
Using the REST suiteql query endpoint or the records endpoints, is there a way to query NetSuite to get a list of custom fields?
You can use SuiteQL to list customfields.
For example to list entity custom fields:
{
"q": "SELECT * FROM CustomField where fieldtype = 'ENTITY'"
}
Use Setup -> Records Catalog to see the records you can query. It includes custom records and custom lists. ex. If you have a custom list called customlist_year then the records browser will include it and you can do a query like: SELECT * FROM customlist_year with SuiteQL.
One caveat: SuiteQL is still in development so the fieldnames and results might change with a NetSuite release. Make sure things get tested with a Release Preview account so you are ready for any changes when they hit your production account.
Using RESTWEB Services you can fetch the schemas of the objects. Below is the screen shot which gives the sample rest web service request.
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Any specific reason to use suiteqql? With a normal RESTlet you can load a dummy record and read all field names starting with "cust".
According to Docusign
Data Population Scope is a great way to speed up the signing process by duplicating their data throughout the document automatically
I want to prevent this replication from happening programmatically.
Is there an argument I can pass to Text that would prevent this? Maybe something like:
Text(data_label="some_unique_label")
I tried doing
Text(name="some_unique_name")
This did not prevent data linking between other Text fields. According to the Docusign documentation I need to set a unique data label for each Field. However, I am not finding a data_label option for Text.
You're looking for the tabLabel parameter.
Data is populated between fields that have the same tabLabel, so if you make those unique, they won't share data.
I am testing the Docusign API and I can send a document to sign and get it signed in the position I want using the SignHere data structure and setting the AnchorString.
I want to add a field for the signed date but what is the format and field name required. I can't see anywhere that tells me how to type these into a Word document.
I see you can create templates online using Docusign and put in these fields but I don't see how that will work for us. The document will be dynamically created by our document assembly system and then sent via the Docusign API so I need to build in the fields at that point when I add the signature anchor string.
So what is the Word document special field format and list of Docusign available fields please?
Also it would be good to know how to insert a field to ask the signer to enter some text. Any entry box.
Thanks for any help.
If you're using Salesforce to send out these documents, the DocuSign CLM product supports template codes in Word. See docs.
Otherwise, you can only specify locations of fields (tabs) in the Word doc. This is done via anchor strings also known as auto-place fields. Docs.
Placing the anchor strings in your Word doc is the first step. For the second step, I recommend that you create a DocuSign template by using the DocuSign web tool. Then, when you send the document via the API, you combine it with the template. Or better, you can insert the Word document into the template itself.
The advantage of this technique is that your business users, with the right instructions, can update the template by themselves.
An alternative is for the DocuSign API request to specify the document and the various fields (tabs) that should be included in the document for the signers.
Added
Two other options:
Create your source documents as HTML documents. You can include special tags to indicate different types of DocuSign fields. You can also indicate sections of documents that can be expanded/closed by the signer. HTML field documentation.
This is the best approach, IMHO.
Create your source documents as PDF Forms with form fields. DocuSign can then transform the PDF form fields into DocuSign form fields. There are limitations. Docs.
Is it possible to use custom “Merge Fields” in the email resource file?
According to https://support.docusign.com/en/guides/docusign-email-resource-file-v1-1 it is possilbe to use merge fields for DocuSign data e.g. [Data:RecipientName]]
Additionally we want to use merge fields for non DocuSign data.
For example a hotline number that is based on customers (signers) segment). The hotline number is part of the rest-api-call as a recipient custom field
Unfortunately there is not a way to leverage custom merge fields in this manner, even if the metadata is stored as recipient custom field data.
I have created a bunch of NetSuite Entity Fields through the UI (Customization > List, Records & Fields > Entity Fields > New) in one of our two NetSuite Sandbox instances.
I now need to recreate those same fields in our other sandbox, and then eventually in production.
Rather than input them by hand every time, I'd like to either export/import them, or, script them. Unfortunately the information provided by NetSuite doesn't seem to cover this (if it does it's very hard to find). For example, the Import CSV functionality doesn't seem to cover Entity Fields, and the "SuiteScript Supported Records" documentation (for 1.0) doesn't seem to cover them either.
Is it possible to export/import Entity Fields either via CSV or script?
The way to do this is by creating a 'SuiteBundle' that packages your customizations, which you can then share with other accounts.
You can view the documentation here (Netsuite login required).