peterzog

Text Tag Extract + Approvals

0 votes

I am using the text tag extract example found here: Text Tag Extraction (Apex SDK) | OneSpan Community Platform

and it's working great! I need to layer on an approval so I can send the package.

I noticed that the approvals method needs the fields defined (as shown in the example below):

OneSpanAPIObjects.Approval approval1 = new OneSpanAPIObjects.Approval();
        approval1.role = 'firstNamelastName';
        approval1.fields = new List<OneSpanAPIObjects.Field> {f1};    

How can I pass in the fields that are extracted from the text tags (per the code below from code share)?

//Create Document Metadata
        OneSpanAPIObjects.Document document1 = new OneSpanAPIObjects.Document();
        document1.name = document1Name;
        document1.id = document1Name;
        document1.extract = true;
        OneSpanAPIObjects.Data data_x = new OneSpanAPIObjects.Data();
        data_x.ese_document_texttag_extract_needed = '1';
        data_x.esl_doc_extract_type = '1';
        document1.data = data_x;
        pkg.documents = new List<OneSpanAPIObjects.Document>{document1};    //add document


Reply to: Text Tag Extract + Approvals

0 votes

Hi Peter,

 

I won't think with Text Tags Extraction, you still need to manually pass in field array as the field/signature extraction has been automated. 

 

Hence if you directly set the package status as SENT and invoke the create function, a transaction should have been created and sent out automatically.

                    //Create package
                    ESignLiveAPIObjects.Package_x pkg = new ESignLiveAPIObjects.Package_x();
                    pkg.name = 'Test Text Tags - ' + Datetime.now().format();
                    pkg.status = ESignLiveAPIObjects.PackageStatus.SENT;

                     ......

                    //Send package One Step
                    String packageId = sdk.createPackage(pkg,documentBlobMap);

 

Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to:

0 votes

Thank you for the very fast response. I am new to OneSpan and learning rapidly. 

I tried changing the status to sent and I get the following error:

"messageKey":"error.validation.sendPackage.noApprovals","message":"Cannot send package without approvals.","code":400,"name":"Validation Error"}

Do I need to contact support to enable Text Extraction in my org? I saw you mentioned that in another post.

Here is what I am testing:

         OneSpanSDK sdk = new OneSpanSDK();
         
        //Create package
        OneSpanAPIObjects.Package_x pkg = new OneSpanAPIObjects.Package_x();
        pkg.name = 'Test Text Tags - ' + Datetime.now().format();
        pkg.autocomplete = true;
        pkg.due = System.now().addDays(7);
        pkg.status = OneSpanAPIObjects.PackageStatus.SENT;
        
        //Create Roles
        String roleId1 = 'signer1';
        OneSpanAPIObjects.Role role1 = new OneSpanAPIObjects.Role();
        role1.signers = sdk.createRolesSigner('sigenr1_firstname', 'signer1_lastname', '[email protected]', 'CEO', 'ABC Bank');
        role1.id = roleId1;
        role1.name = roleId1;
        pkg.roles = new List<OneSpanAPIObjects.Role>{role1};    //add role

        
        //Prepare Documents Blob
        String document1Name = 'Sample_Text_Tag';
        StaticResource sr = [SELECT Id, Body FROM StaticResource WHERE Name = 'sample_contract' LIMIT 1];
        Map<String,Blob> documentBlobMap = new Map<String,Blob>();
        documentBlobMap.put(document1Name, sr.Body);
         
        //Create Document Metadata
        OneSpanAPIObjects.Document document1 = new OneSpanAPIObjects.Document();
        document1.name = document1Name;
        document1.id = document1Name;
        document1.extract = true;
        OneSpanAPIObjects.Data data_x = new OneSpanAPIObjects.Data();
        data_x.ese_document_texttag_extract_needed = '1';
        data_x.esl_doc_extract_type = '1';
        document1.data = data_x;
        pkg.documents = new List<OneSpanAPIObjects.Document>{document1};    //add document
        
        
        //Send package One Step
        String packageId = sdk.createPackage(pkg,documentBlobMap);
        System.debug('PackageId: ' + packageId);

 


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