ranjan_prajapati

Merge Salesforce fields when creating esign Packages

Tuesday, April 30, 2019 at 02:38am
0 votes
Hi, We are a use case where we need to merge fields from related contact object into the document before sending it for signing. It was possible using conventions by adding a field mapping. However, through the APEX SDK, I do not find any documentation to achieve the same. Is there a way to achieve this? Warm Regards Ranjan Prajapati
Duo_Liang

Reply to: Merge Salesforce fields when creating esign Packages

Tuesday, April 30, 2019 at 07:37am
0 votes
Hi Ranjan, Thanks for posting on Developer Community! Basically what does "using conventions by adding a field mapping" do was grabbing contact's(or a chosen object's) information from Sales Force and create a OneSpan Sign field with corresponding data. The way to locate the field includes below three ways: Which matches (1)Using Text Anchor (apex guide here), (2)set X/Y coordinates(used in below code) and (3)Position Extraction (apex guide here). The attachment was an example that I used SOQL to grab test contact information and use APEX SDK to create the signer information as well as a label field with value of contact's mailing street. Hope this could help! Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer

Attachments
TestConventionMapping.zip1.1 KB
4-30-2.png51.07 KB

Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off

LoginSign Up