Docusign Apextoolkit - 发送的信封未显示在 DocuSign 状态相关列表下

如何解决Docusign Apextoolkit - 发送的信封未显示在 DocuSign 状态相关列表下

我能够从模板生成一个信封，并且它按照提供的机会对象 ID 的预期正确覆盖。然而，它不会更新与 Docusign 状态相关的列表，并且从文档中这应该会自动从 Docusign 发生。我在这个过程中遗漏了什么？

    /**
 * @description Accepts the Id of the associated primary object the envelope is being sent from.
 * @param mySourceId 
 */
public static void methodSendEnvelope(Id mySourceId) {
    final string METHOD_NAME = 'SendEnvelope';
    System.debug(CLASS_NAME + '.' + METHOD_NAME);
    Boolean readyToProcess = false;
    dfsle.Envelope myEnvelope = null;

    //pickup the predefined object to template association
    final Map<String,Docusign_YPO_Setting__mdt> settingsDocusignTemplate = new Map<String,Docusign_YPO_Setting__mdt> ();
    For (Docusign_YPO_Setting__mdt settingItem :[Select Label,Template_Name__c,Template_ID__c,reminder__c,remindAfterDays__c,reminderFrequencyDays__c,expires__c,expiresAfterDays__c,expireWarnDays__c,email_Subject__c,email_Body__c
         From Docusign_YPO_Setting__mdt]) {
        settingsDocusignTemplate.put(settingItem.Label,settingItem);
    }

    //obtain the template for the envelope
    String sourceName = idobjectName(mySourceId);

    emailRecipent sender = new emailRecipent();

    Map<String,object> templateInfo = new Map<String,object> ();

    //if (settingsDocusignTemplate.get(sourceName) != null) {
    //System.debug('Looking for Template: ' + settingsDocusignTemplate.get(sourceName).Template_Name__c);
    //templateInfo = findTemplate(settingsDocusignTemplate.get(sourceName).Template_Name__c);
    //}

    switch on sourceName {
        //when 'Lead' {
        //lead whoTo = [Select Id,FirstName,LastName,X3rd_Party_Email__c,X3rd_Party_Name__c From Lead Where id = :mySourceId];
        //System.debug(whoTo);
        //sender.name = whoTo.X3rd_Party_Name__c;
        //sender.eAddress = whoTo.X3rd_Party_Email__c;
        //sender.role = 'Signer 1';
        //readyToProcess = true;

        //templateInfo.put('Source_Reference',(String) mySourceId + '~Lead');
        //templateInfo.put('UUID',dfsle.UUID.tryparse('xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'));
        //templateInfo.put('name','Lead Third Party Validation');
        //}
        when 'Opportunity' {
            Opportunity whoTo = [Select Id,Contact__c,Third_Party_Email__c,Third_Party_Name__c From Opportunity Where id = :mySourceId];
            System.debug(whoTo);
            sender.name = whoTo.Third_Party_Name__c;
            sender.eAddress = whoTo.Third_Party_Email__c;
            sender.role = 'Signer 1';
            readyToProcess = true;

            templateInfo.put('Source_Reference',(String) mySourceId); // + '~Opportunity'
            templateInfo.put('UUID',dfsle.UUID.tryparse(settingsDocusignTemplate.get(sourceName).Template_ID__c));
            templateInfo.put('name',settingsDocusignTemplate.get(sourceName).Template_Name__c);
        }
        when else {
            throw new CustomException('UnkNow object type not accounted for.  Please contact your System Administrator.');
        }
    }

    System.debug('\tStart the envelope build');
    System.debug(readyToProcess + '/' + (dfsle.UUID) templateInfo.get('UUID'));
    if (readyToProcess && (dfsle.UUID) templateInfo.get('UUID') != null) {
        myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId));

        //use the Recipient.fromSource method to create the Recipient
        dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(sender.name,// Recipient name
                                                                 sender.eAddress,// Recipient email
                                                                 null,//Optional phone number
                                                                 sender.role,//Role Name. Specify the exact role name from template
                                                                 null); //source object for the Recipient - new dfsle.Entity(mySourceId)
        //add Recipient to the Envelope
        myEnvelope = myEnvelope.withRecipients(new List<dfsle.Recipient> { myRecipient });

        //add email detail for the envelope
        myEnvelope = myEnvelope.withEmail(settingsDocusignTemplate.get(sourceName).email_subject__c,settingsDocusignTemplate.get(sourceName).email_body__c);

        //Could provide automatic notifications as well based off of criteria
        final boolean dfsle_reminder = settingsDocusignTemplate.get(sourceName).reminder__c;
        final integer dfsle_remindAfterDays = Integer.valueOf(settingsDocusignTemplate.get(sourceName).remindAfterDays__c); //wait before sending reminder
        final integer dfsle_reminderFrequencyDays = Integer.valueOf(settingsDocusignTemplate.get(sourceName).reminderFrequencyDays__c); //days between reminders
        final boolean dfsle_expires = settingsDocusignTemplate.get(sourceName).expires__c; //does the env expire
        final integer dfsle_expiresAfterDays = Integer.valueOf(settingsDocusignTemplate.get(sourceName).expiresAfterDays__c); //number of days be env expires
        final integer dfsle_expireWarnDays = Integer.valueOf(settingsDocusignTemplate.get(sourceName).expireWarnDays__c); //warning days before env expires 
        final boolean dfsle_updateChatter = false; //do we update chatter with updates; would have to relate the env to a contact
        dfsle.Notifications reminderNotifications = new dfsle.Notifications(dfsle_reminder,dfsle_remindAfterDays,dfsle_reminderFrequencyDays,dfsle_expires,dfsle_expiresAfterDays,dfsle_expireWarnDays,dfsle_updateChatter);

        //Assign the reminder notifications to the envelope
        myEnvelope = myEnvelope.withnotifications(reminderNotifications);

        //create a new document for the Envelope
        dfsle.Document myDocument = dfsle.Document.fromTemplate((dfsle.UUID) templateInfo.get('UUID'),// templateId in dfsle.UUID format
        (String) templateInfo.get('name')); // name of the template

        //add document to the Envelope
        myEnvelope = myEnvelope.withDocuments(new List<dfsle.Document> { myDocument });

        //populate the custom fields on the Envelope
        List<dfsle.CustomField> myCustomFields = new List<dfsle.CustomField>();
        myCustomFields.add(new dfsle.CustomField('text','DSFSSourceObjectId',(String) templateInfo.get('Source_Reference'),null,false,true));
-->     myCustomFields.add(new dfsle.CustomField('text','##SFOpportunity',true));
        myEnvelope = myEnvelope.withCustomFields(myCustomFields);

        if (methodShipEnvelope(myEnvelope)) {

            switch on sourceName {
                //when 'Lead' {
                ////nothing to update yet
                //}
                when 'Opportunity' {
                    Opportunity updateOpp = new Opportunity();
                    updateOpp.id = mySourceId;
                    updateopp.Certification_Status__c = 'Requested';
                    updateopp.Third_Party_Sent_Date__c = Date.today();
                    updateopp.Send_3rd_Party_Verification_Docusign__c = false;
                    update updateOpp;
                }
                //Add any new sources here for follow up
            }
        }
    } else {
        if ((dfsle.UUID) templateInfo.get('UUID') == null) {
            throw new CustomException('A valid Docusign Template was not found. Please contact YPO help desk services to resolve.');
        } else {
            throw new CustomException('The sourceId provided was not for a currently configured object. Please contact YPO help desk services to resolve.');
        }
    }
}

这是我需要更新的东西吗？ Docusign 的文档似乎不支持这一点；假设这是由Docusigns 方处理的。

查看了 Docusign Status 对象，发现状态正在加载，但即使我通过 CustomFields 提供了该信息，但并未填充 Opportunity 参考字段。

在行为没有改变的情况下尝试了以下操作；

templateInfo.put('Source_Reference',(String) mySourceId + '~Opportunity');
templateInfo.put('Source_Reference',(String) mySourceId + '~Opportunity__c');
templateInfo.put('Source_Reference',(String) mySourceId);

模板与机会中的信息合并得很好，但对象引用 Id 未在 Docusign 状态对象 dsfs__Opportunity__c 字段上传播。

在与 Docusign 支持协商后更新：

new dfsle.CustomField ('text',(String) myOpportunity.Id,false);

这解决了问题！