I have a page hosted on an external site and I would like to create a form on that page. The use of the form would be to collect data to create SO in Netsuite.
In the form itself, I would like to have an autopopulate functionality so that for e.g. when I put in "Kat" in End User contact, I see all contacts starting with "Kat". This will enable me to select a correct contact and also help prevent duplication of data. Can you please guide me on how to structure this flow. What Netsuite components should i be using? For the external site, it will use Django.
Thanks
You need to create a couple of RESTlets in NetSuite. One to perform a search to get the contacts and return them in the payload, and one to create sales order in NetSuite and populate it with the values provided in the payload.
How are you solving the issue with CORS?
Related
I have created a suite which contains a list field for the customer.when the end user selects the customer in the multi-select field the projects which are related to the customer have to set.For this I have written a client script field change action It is working in admin part but it is not working in employee center. please, anyone has alternate solution for this post your answers.
Thanks!
On the change action you can call a suitelet to get the projects list by customer.
On the suitelet, perform a search with the required customer as criteria and send the list in the response and populate the drop down with those values on the client side.
Set this suitelet to run as Admin, this way you will get all the projects you need without role restrictions.
Be very careful with the data that the Suitelet is returning since you will be running as admin without any native netsuite role restrictions and validations.
Few questions about PowerForms
What is the real advantage of using PowerForms? In which case(s) it is most useful?
In Docusign Classic View >> PowerForms, there is an option to download Form Data as XML and CSV. Can we download this data using APIs?
For this question, I referred this thread "Can We get a report for the values filled in radio button in DocuSign Envelope".
PowerForms are an easy way of referencing a DocuSign Template through the API without writing any code. They are intended for less technical end-users who want to quickly access a Template through either email delivery or through a direct link (URL) but don't know / want to code it up. Instead they manually initiate such requests through a created PowerForm.
With regards to the form data question- yes, you can programmatically retrieve the form data through the API. You need to keep in mind that DocuSign tabs (aka fields) are always with respect to recipients and not the document itself.
Therefore, you can make the Get Tab Information For Recipient API call (REST version linked).
I need to pull a piece of data from a custom field in the regarded account or case and pull it into a field in a phone call form. (its just to identify which account group the call took place from)
I am not sure of the javascript code to pull from the regarded account or case.
Can someone point me in the right direction.
Thanks in advance.
If you want to do this in javascript, you'll have to access the organization endpoint and retrieve the account/case record. The main form contains the regarding lookup field, which will have the GUID, display name, and entity name of the record. The CRM 2011 SDK has some sample code for retrieving records in Javascript, and they even have a library you could use that does all the hard work for you.
I want to make sure I am on the right track as I have been having some problems getting started with the API. I am looking to maintain a list of product application PDFs as templates on docusign. When a customer comes to our site and wants a particular product they need to fill out an application form. All the data would be collected on our site. I would then want to:
Create an envolope with the customer (and potentially other parties) that need to sign the document
Fill in the form fields from data collected on our site
Send the envelope out for signature and monitor the progress.
So in doing this I am trying to build this up a piece at a time and first task is to make sure that I can provide form data to docusign. I create a template with the docusign web user interface and all of the form fields seem to be preserved. However when I try and retrieve the template with API
https://demo.docusign.net/restapi/v2/accounts/xxxx/templates/yyyy
I see a very short response with an envelopeTemplateDefinition showing the correct name for the template but no documents object and no custom fields object. I have also tried this by creating an envelope with the document (in draft) but with similar results.
My apologies in advance for this newbie question.
I've repro'd the issue you describe -- i.e., the Response I get from a GET Template request contains only very limited information and is thereby not consistent with the expected Response as documented on pages 194-196 of the DocuSign REST API guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf). Not sure if this is a bug with the GET Template operation or with the Documentation -- someone at DocuSign will need to confirm (#Ergin).
In light of this limitation with the GET Template operation, you can alternatively retrieve the recipient information (including tabs) and document information about a Template by using the GET Envelope Recipients and GET Envelope Documents operations -- just specify the TEMPLATE Id in place of the Envelope Id, as shown here:
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/documents
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/recipients?include_tabs=true
Is it possible to have a field in the current item be changed by clicking a URL? The field would be a choice field with predefined choices.
Such as if the item field is currently:
Status: 2
If a user clicks the link, the field would now be:
Status: 3
If not, is there any other way for a user to easily change a field in the current item without actually haveing to visit the item?
Thanks!
Not Out Of The Box (OOTB) - but you've a few options.
Write an ASPX page to do what you want
Use something like SPServices and javascript to update the list item via the web services.
Use the Client Object Model (2010 only)
By the way - changing stuff on a 'get' can be dangerous as you can do malicious things - for example imagine you have a page that deletes the users account without any prompting (exact example doesn't matter) - what if someone clicks on that link by mistake or even worse what about an email sent with an image with that page as source URL - simply viewing the email could delete the users account.
It's not possible by using a GET request, but SharePoint 2010 is offering a RESTful API to manage ListItems from any client
The REST API is located within the virtual WebServices folgder under each SharePoint Site.
http://YourSharePointSite/_vti_bin/ListData.svc.
To perform an update on SharePoint ListItems you have to create a PUT Request. For more information on SharePoints REST API you should have a look at this MSDN site, there are also a lot of samples linked from this article.
Thorsten