Trying to send a document through a trigger - docusignapi

I'm currently trying to automate the process of creating a docusign document and sending it by putting it into an apex trigger. I have managed to get the docusign api (via WSDL) into my org, and now I'm trying to add the code into the trigger to send out the document. Without pasting the entire code here, I've been following this tutorial and have gotten all of the required code into my trigger. Unfortunatly, when I run it, I get this error:
11:40:49.965 (12965647595)|FATAL_ERROR|System.VisualforceException: Getting content from within triggers is currently not supported.
Trigger.OpportunityTrigger: line 109, column 1
Does this mean that it's not possible to send a document in a trigger? The tutorial sends it through a controller, is that the only currently supported method?
Thank you for any help you can give me!
EDIT:
So I've gotten past that error (using a different tutorial), and am now getting this error.
System.CalloutException: Web service callout failed: WebService returned a SOAP Fault: This User lacks sufficient permissions. User does not have the permision to the CreateEnvelopeFromTemplates method faultcode=soap:Client faultactor=https://demo.docusign.net/api/3.0/dsapi.asmx
This appears to be a problem with the Docusign user I am using for sending this document. I am currently using CreateEnvelopeFromTemplates to try and send a templated document out to up to 5 recipients.

I ended up phoning into Docusign Support, and asking them about the issue. Turns out that the last error was caused by me trying to authenticate and sign into docusign with my userID not the AccountID (switched those around and the permission error went away).
Another error showed up related to not having roles setup properly in my template (fixed that by setting up the role), and now everything is working fine. I'm answering my own question to leave it as a reference to future searchers.

Create a call out from trigger
Then get the request from a rest method
Then continue to get the pagereference conten
You can find an example here

Related

invalid/missing permissions trying to read leadgen data in webhook Facebook Graph API

I use the version 9.0 of the Grapph API. The leads retrieval was wroking ok, but the last 3 weeks I am not able to retrieve lead form information, using the endpoint :
https://graph.facebook.com/v9.0/${leadId}/?access_token=${process.env.FACEBOOK_PAGE_ACCESS_TOKEN}
The page access token as well as the facebook app has all the permissions like leads_retrieval, pages_manage_ads, pages_manage_metadata, pages_read_engagement, business_management, public_profile, pages_show_list.
When I create a lead form id from the page that is connected to the app, and then use the testing tool (https://developers.facebook.com/tools/lead-ads-testing) to check if the webhook works, everything works ok !!
The facebook and the connected page that are connected and were used for testing purposes, do belong in different businesses.
The problem is that when someone submits a lead from paid campaigs, then the following error message shows:
An invalid response was received from the Facebook API: {"error":{"message":"Unsupported get request. Object with ID '1223289864932223' does not exist, cannot be loaded due to missing permissions, or does not support this operation. Please read the Graph API documentation at https://developers.facebook.com/docs/graph-api","type":"GraphMethodException","code":100,"error_subcode":33,"fbtrace_id":"AIQ5Q-yJo249IZwdn10dfhi"}}
Is there an error in the set up of the whole system? Something that needs to be changed? Why suddenly did it stop working ?

Azure B2C Custom policyAn exception occuring while implementing the combinedsignup&signin & invitationURL based signup&signin

I am trying to create a setup where a user can
signup & sign in directly from the combined signup&Signin page
Signup&signin from the invitation link.
Point one is working perfectly fine using the following files
BaseFile
ExtensionFile
RPFile
For point 2 I have created
SignupinviteRPFile
Now, when I click on the invitation URL which is in the following format
https://mytenant.b2clogin.com/mytenant.onmicrosoft.com/B2C_1A_signup_invitation/oauth2/v2.0/authorize?client_id={clientID}&nonce=ca00379642b94aa693a80b66783aa010&redirect_uri=https%3A%2F%2Fmytenant-dev.azurewebsites.net%2Fsignup%2Fuser-invite&scope=openid&response_type=id_token&id_token_hint={SignedJWTToken}
I do get the signup page with readonly emailID. But once I fill all the information and click "Create" it gives me
Following issue:
Sorry, but we're having trouble signing you in.
We track these errors automatically, but if the problem persists feel free to contact us. In the meantime, please try again.
Correlation ID: 3a9f35e6-51e1-40b7-9ee9-d9c8081ff8d6
Timestamp: 2021-02-03 11:07:20Z
AADB2C: An exception has occurred.
Observations:
The account gets created in the local AD and I can see the user's entry
Following are the three calls from the network logger
/SelfAsserted?tx=StateProperties=eyJUSUQiOiIzYTlmMzVlNi01MWUxLTQwYjctOWVlOS1kOWM4MDgxZmY4ZDYifQ&p=B2C_1A_signup_invitation
2./confirmed?csrf_token=bThiL2hJNXZ4ZFBwSXZ3ZzRLd1lVUExQV2V1T3EzVkNBYUloaEpqWk5lYTBXczAvUW9oSjJMVXBEWWhrenZ1Ymc2SkJNL3N5N0UxNzZYNHBDVDdsaWc9PTsyMDIxLTAyLTAzVDExOjA2OjQ2LjU5NTgzMzVaO2tuVzlHdzdMTDZ1QzMyT1JmRGNZbGc9PTt7IlRhcmdldEVudGl0eSI6IkxvY2FsQWNjb3VudFNpZ25VcFdpdGhSZWFkT25seUVtYWlsIiwiT3JjaGVzdHJhdGlvblN0ZXAiOjN9&tx=StateProperties=eyJUSUQiOiIzYTlmMzVlNi01MWUxLTQwYjctOWVlOS1kOWM4MDgxZmY4ZDYifQ&p=B2C_1A_signup_invitation&diags=%7B%22pageViewId%22%3A%22e25ebe04-1601-460d-b3a8-1d958c8155b8%22%2C%22pageId%22%3A%22SelfAsserted%22%2C%22trace%22%3A%5B%7B%22ac%22%3A%22T005%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A3%7D%2C%7B%22ac%22%3A%22T021%20-%20URL%3Ahttps%3A%2F%2Fmytenant.b2clogin.com%2Fstatic%2Ftenant%2Ftemplates%2FAzureBlue%2FselfAsserted.cshtml%3Fslice%3D001-000%26dc%3DPNQ%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A50%7D%2C%7B%22ac%22%3A%22T019%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A8%7D%2C%7B%22ac%22%3A%22T004%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A2%7D%2C%7B%22ac%22%3A%22T003%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A2%7D%2C%7B%22ac%22%3A%22T035%22%2C%22acST%22%3A1612350410%2C%22acD%22%3A0%7D%2C%7B%22ac%22%3A%22T030Online%22%2C%22acST%22%3A1612350410%2C%22acD%22%3A0%7D%2C%7B%22ac%22%3A%22T017T010%22%2C%22acST%22%3A1612350438%2C%22acD%22%3A1075%7D%2C%7B%22ac%22%3A%22T002%22%2C%22acST%22%3A1612350440%2C%22acD%22%3A0%7D%2C%7B%22ac%22%3A%22T017T010%22%2C%22acST%22%3A1612350438%2C%22acD%22%3A1077%7D%5D%7D
3.client/perftrace?tx=3a9f35e6-51e1-40b7-9ee9-d9c8081ff8d6&p=null
3. Following URL uses GET Method
https://mytenant.b2clogin.com/mytenant.onmicrosoft.com/B2C_1A_signup_invitation/api/SelfAsserted/confirmed?csrf_token=bThiL2hJNXZ4ZFBwSXZ3ZzRLd1lVUExQV2V1T3EzVkNBYUloaEpqWk5lYTBXczAvUW9oSjJMVXBEWWhrenZ1Ymc2SkJNL3N5N0UxNzZYNHBDVDdsaWc9PTsyMDIxLTAyLTAzVDExOjA2OjQ2LjU5NTgzMzVaO2tuVzlHdzdMTDZ1QzMyT1JmRGNZbGc9PTt7IlRhcmdldEVudGl0eSI6IkxvY2FsQWNjb3VudFNpZ25VcFdpdGhSZWFkT25seUVtYWlsIiwiT3JjaGVzdHJhdGlvblN0ZXAiOjN9&tx=StateProperties=eyJUSUQiOiIzYTlmMzVlNi01MWUxLTQwYjctOWVlOS1kOWM4MDgxZmY4ZDYifQ&p=B2C_1A_signup_invitation&diags=%7B%22pageViewId%22%3A%22e25ebe04-1601-460d-b3a8-1d958c8155b8%22%2C%22pageId%22%3A%22SelfAsserted%22%2C%22trace%22%3A%5B%7B%22ac%22%3A%22T005%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A3%7D%2C%7B%22ac%22%3A%22T021%20-%20URL%3Ahttps%3A%2F%2Fmytenant.b2clogin.com%2Fstatic%2Ftenant%2Ftemplates%2FAzureBlue%2FselfAsserted.cshtml%3Fslice%3D001-000%26dc%3DPNQ%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A50%7D%2C%7B%22ac%22%3A%22T019%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A8%7D%2C%7B%22ac%22%3A%22T004%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A2%7D%2C%7B%22ac%22%3A%22T003%22%2C%22acST%22%3A1612350407%2C%22acD%22%3A2%7D%2C%7B%22ac%22%3A%22T035%22%2C%22acST%22%3A1612350410%2C%22acD%22%3A0%7D%2C%7B%22ac%22%3A%22T030Online%22%2C%22acST%22%3A1612350410%2C%22acD%22%3A0%7D%2C%7B%22ac%22%3A%22T017T010%22%2C%22acST%22%3A1612350438%2C%22acD%22%3A1075%7D%2C%7B%22ac%22%3A%22T002%22%2C%22acST%22%3A1612350440%2C%22acD%22%3A0%7D%2C%7B%22ac%22%3A%22T017T010%22%2C%22acST%22%3A1612350438%2C%22acD%22%3A1077%7D%5D%7D
Gives following message:
We can't sign you in
Your browser is currently set to block JavaScript. You need to allow JavaScript to use this service.
To learn how to allow JavaScript or to find out whether your browser supports JavaScript, check the online help in your web browser.
And the last call uses POST method
https://mytenant.b2clogin.com/mytenant.onmicrosoft.com/B2C_1A_signup_invitation/client/perftrace?tx=3a9f35e6-51e1-40b7-9ee9-d9c8081ff8d6&p=null
gives 404 error message
Basically, after the signup from the invitation url I am not able to signin to my application. I am not sure if there is any conflict between the two RP files or If I am missing anything.
The problem is here
https://github.com/rbagree/B2CSignupSigninInvite/blob/main/signup_invitation.xml#L63
The log shows it cannot find this key. Just remove this entire technical profile as it should already exist in your base file.

how to get the signed document and response after signing in Docusign

So i am using docusign and testing the api with a simple index.php type project and i have successfully sent the document to the email provided in the
$signerEmail = 'test#test.com' using docusign api-client
now after it have signed the document and finish it by clicking at the finish button in docusign window. I want to retrieve the response and document on which it have given its information.
how can i achieve this and right now i am having difficulty to find it in the documentation.
There are 2 ways to do that, synchronously and asynchronously.
Or in other words, if you know the document is already complete, you can run the code, or you can use a webhook with notifications from DocuSign letting you know that the envelope is complete.
Regardless, the API to retrieve a document is this:
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
or you can use it from the PHP SDK as well.
Hope this helps.
A full code example (in PHP as well) can be found here - https://developers.docusign.com/esign-rest-api/code-examples/code-example-download-envelope-documents

Unable to Load a document into Docusign

We are using docusign for more than 3 years, We have several demo accounts as well as we have paid account too.
we are using the following docusign rest service
https://demo.docusign.net/restapi/v2/accounts/*****/envelopes
In our local environment we are using the above demo rest service, Till last month (August) we were able to post the document into docusign without any issues. The Problem now is that we are not able to post a document to docusign.
we getting the exception like
"errorCode": "UNABLE_TO_LOAD_DOCUMENT", "message": "Unable to load the document. Unable to load Document(1;CONSENT FORM). Error: Cannot add the widget (connected to field: ColombiaCurrentlyresideYes) to page -1, because it's already added to page -1. If you want to re-use this widget, please remove it from the current page first
Same data worked till last month (August) and it's working fine now in docusign production account(paid). we are not sure what went wrong in demo accounts. Any release are done in demo accounts?
I tired using the same template in web console too, same error throws in browser console
Please help me to resolve this issues.
We require your guidance regarding this issue!
I suggest first trying to load the documents into an envelope by using the DocuSign Web tool (NDSE). If that doesn't work then the document is the issue.
Has the document changed?
Re changes: Yes, the demo system is changed each month. Then the changes are applied to the production systems. While we do have thousands of automatic regression tests, problem can creep through the system.
I suggest you contact DocuSign customer support to give them the document which is failing to load.

Getting USER_LACKS_PERMISSIONS error when downloading Signer data

I'm using Docusign's C# client as the basis for my API app and I am sporadically getting USER_LACKS_PERMISSIONS when calling the ListTabs function for a document Signer.
Docusign support thought this was because I was trying to pull Tabs for a CC recipient but I have verified that I was only trying to get the Tabs for the Signer.
I have successfully downloaded approximately 700 envelopes with the exact same app and no changes whatsoever to the code but there are about 20 envelopes that throw this error. This makes me believe that this is something internal to Docusign but they have been unable to come up with a root cause.
Has anyone come across a similar issue and been able to resolve it?

Resources