I'm initiating an envelope using the REST API. I was able to set a custom field on the envelope to the salesforce account Id and then once complete upload the final document and update fields.
My next problem is I have some custom tags. In the custom tag settings I've related them to salesforce fields and enabled write back. I can't seem to get these to update salesforce if the information in the document changes. Is there an internal field or value that I need to set for the envelope to associate it with sales force?
Do I understand correctly that you've already installed DocuSign for Salesforce in your Salesforce org and have configured it to point to your DocuSign account? If so, you likely just need to update the "(Salesforce) Connect" configuration in DocuSign to explicitly tell it to write back the fields. I don't believe "merge fields" will write back data to Salesforce for envelopes that are initiated via the API.
This guide contains info about updating Connect settings for the DocuSign for Salesforce Connect configuration: http://www.docusign.com/sites/default/files/DocuSign%20Connect%20for%20Salesforce.pdf. Specifically, content relevant to your scenario starts on page 4 under heading "DocuSign Connect for Salesforce Settings -- and especially within item #7. To edit, add, delete, or change the order of Connect Objects that begins on page 6.
Within the "Salesforce" Connect Configuration in DocuSign, you can add a new "Connect Object" to have DocuSign automatically update a specific type of object in Salesforce based upon criteria you specify. For example, let's assume that you want to automatically update a Contact record in Salesforce (using data from DocuSign fields in a completed envelope) whenever a completed envelope contains a DocuSign secure field called HCP_ID, and the value in the HCP_ID DocuSign field matches the HCP_ID field value on a Contact record in Salesforce. Creating a Connect Object like the following would accomplish this:
The field mappings in the "Update Fields" section specify which values in Salesforce you want to update with which DocuSign values. (See the guide I've linked to above for more information -- it explains things in much greater detail than I've done here.)
Related
I have some trouble with API method for posting order info into 'API for Dynamics 365 Business Central'.
So in official doc about order says for create order you must add 'Customer Info' to the request body. Before that you must create Customer(doc for customer).
But if i try to create order with info from Customer request, i have error:
Error: "Application_FieldValidationException","message":"Customer Posting Group must have a value in Customer"
So main question is: How to create(or get) and set Posting Group into Customer request?
Or if it wrong way, how to do this right?
You can call a codeunit that creates the customer by passing some parameters to this codeunit, but if you use a POST to the customer API you cannot call the setup in the body. The request body needs the JSON object.
You can't create customer ready for posting via API.
Creating a customer ready for posting (with all posting setup) is something that should do by an interanl user (administrative/financial department) and not by an API.
The API can create the basic customer card, but posting groups and so on could depend on different administrative parameters that you could not always know.
I am trying to receive information from a custom field created in my public sign up form. The sign up form is used for subscription.
I use the webhook api to receive all the default fields or attributes on my end. However, I cannot recieve anything from the custom field.
The data is shown on chargify end in my admin area but nothing is outputted from the api to be received on my end.
Your advice is appreciated.
Unfortunately, custom fields aren't included in any of the webhook payloads, so you don't get them back in (for example) signup_success.
You would need to make an API call to the metadata endpoint to retrieve the values.
https://docs.chargify.com/api-metadata
I use quickbooks online V3. I tried to set the value for the account number to the customer using the script below.
$Customer->setAcctNum('586');
In object/Customer.php file, line "AcctNum" => is present. However, I am unable to view the above account number in customer thro API. It's also not displayed in the HTTP response.
Please refer to Intuit's documentation:
https://developer.intuit.com/docs/0025_quickbooksapi/0050_data_services/030_entity_services_reference/customer
When you do that, you'll find that QuickBooks Online does not have a field named AcctNum which explains why you are unable to set that field.
The field you're trying to set does not exist.
Read the documentation and set the value in a field that actually exists.
I am writing a PHP code that will create a User Account on Microsoft Dynamics CRM 4 API using the SOAP client. In API's fieldset there are many types of fields among the required fields (strings, boolean, lookup and picklist). So I'm sending the request with values for these fields. All the fields are handling by CRM server except those fields which's types are "picklist". They are coming to server blank. I can't find out why. Please help with syntax and etc. to create a user on CRM containing a picklist type field.
Are you using the Picklist class when setting your attribute?
E.g (Taken from Microsoft Forums):
DynamicEntity entity = new DynamicEntitty("name of your entity");
entity["picklist field"] = new Picklist(<integer value of picklist>);
I'm using the Salesforce REST API and found it very hard to find decent documentation.
I can successfully log in with OAuth and i can push new accounts to Salesforce.
I use the instance url to make the API calls and i send the following fields to create an account object:
Name
Rating
Description
The problem is that I created a free trial (which sits on na9.salesforce.com) and everything worked fine.
I created a second free trial to check if everything works with another account, but the rating field is not available... I get the following message from Salesforce:
"[{"message":"No such column 'rating' on sobject of Account"}]"
Why is that?
Also, is it possible to add notes to a created account using POST? And is it possible to create Leads instead of Accounts using the API?
Thanks in advance,
A feature called field level security (FLS) can mean that even standard fields are not accessible, check the FLS settings on account in your second org.
Docs for the REST API are on the developer force site