DocuSign does not pass values to Salesforce - api

Question

DocuSign doesn't pass values back into Salesforce. And Even doesn't give me any errors in the logs.
I used a Custom Field like source ID and MergeFieldXml tab option with the write-back = true. But it doesn't work.
Please advise what is wrong?
Merge fields are enabled for the DocuSign account.
My code example:
global class AnnualContract
{
webService static string AM_SendToDocuSign(String id, string strObjType)
{
Docusign_API_Setting__c APISetting = Docusign_API_Setting__c.getInstance('API Settings');
String envelopeId = '';
string DealerName = '';
string DealerId = '';
String accountId = APISetting.AccountId__c;
String userId = APISetting.UserId__c;
String password = APISetting.Password__c;
String integratorsKey = APISetting.IntegratorsKey__c;
String webServiceUrl = APISetting.WebServiceUrl__c;
list<Lead> lstLead = new list<Lead>();
list<Contact> lstContact = new list<Contact>();
if(strObjType == 'Lead')
{
lstLead = [SELECT Name,Status,Email,FirstName,LastName,Owner.Name,Title,FROM Lead where id = : Id limit 1];
}
StaticResource objSR = [SELECT Id,name, SystemModStamp FROM StaticResource WHERE Name = 'AnnualContractPDF' LIMIT 1];
String url_file_ref = '/resource/' + String.valueOf(((DateTime)objSR.get('SystemModStamp')).getTime())+ '/' + objSR.get('Name');
if(strObjType == 'Lead')
{
DealerName = lstLead[0].Name;
}
DocuSignAPI.APIServiceSoap dsApiSend = new DocuSignAPI.APIServiceSoap();
dsApiSend.endpoint_x = webServiceUrl;
//Set Authentication
String auth = '<DocuSignCredentials><Username>'+ userId
+'</Username><Password>' + password
+ '</Password><IntegratorKey>' + integratorsKey
+ '</IntegratorKey></DocuSignCredentials>';
System.debug('Setting authentication to: ' + auth);
dsApiSend.inputHttpHeaders_x = new Map<String, String>();
dsApiSend.inputHttpHeaders_x.put('X-DocuSign-Authentication',
auth);
DocuSignAPI.Envelope envelope = new DocuSignAPI.Envelope();
envelope.Subject = 'Please Sign this Contract' + lstLead[0].Name;
envelope.EmailBlurb = 'This is my new eSignature service, it allows me to get your signoff without having to fax, scan, retype, refile and wait forever';
envelope.AccountId = accountId;
// Render the contract
System.debug('Rendering the contract');
PageReference pageRef = new PageReference(url_file_ref);
Blob pdfBlob = pageRef.getContent();
DocuSignAPI.CustomField field = new DocuSignAPI.CustomField ();
field.Name = '##SFLead';
field.Value = lstLead[0].Id; //value of the external source Id
field.Show = 'false';
field.CustomFieldType = 'Text';
envelope.CustomFields = new DocuSignAPI.ArrayOfCustomField();
envelope.CustomFields.CustomField = new DocuSignAPI.CustomField[1];
envelope.CustomFields.CustomField[0] = field;
// Document
DocuSignAPI.Document document = new DocuSignAPI.Document();
document.ID = 1;
document.pdfBytes = EncodingUtil.base64Encode(pdfBlob);
document.Name = 'Annual Contract';
document.FileExtension = 'pdf';
envelope.Documents = new DocuSignAPI.ArrayOfDocument();
envelope.Documents.Document = new DocuSignAPI.Document[1];
envelope.Documents.Document[0] = document;
// Recipient
System.debug('Building up the recipient');
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient();
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipient.Email = lstLead[0].Email;
recipient.UserName = lstLead[0].FirstName + ' ' + lstLead[0].LastName;
recipient.RequireIDLookup = false;
envelope.Recipients = new DocuSignAPI.ArrayOfRecipient();
envelope.Recipients.Recipient = new DocuSignAPI.Recipient[1];
envelope.Recipients.Recipient[0] = recipient;
// Tab
DocuSignAPI.Tab tab1 = new DocuSignAPI.Tab();
tab1.Type_x = 'SignHere';
tab1.RecipientID = 1;
tab1.DocumentID = 1;
tab1.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab1.AnchorTabItem.AnchorTabString = '/t1/';
tab1.AnchorTabItem.XOffset = 100;
DocuSignAPI.Tab tab2 = new DocuSignAPI.Tab();
tab2.Type_x = 'DateSigned';
tab2.RecipientID = 1;
tab2.DocumentID = 1;
tab2.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab2.AnchorTabItem.AnchorTabString = '/d1/';
DocuSignAPI.Tab tab3 = new DocuSignAPI.Tab();
tab3.CustomTabType = 'Text';
tab3.Name = 'Title';
tab3.Type_x = 'Custom';
tab3.RecipientID = 1;
tab3.DocumentID = 1;
tab3.TabLabel = 'Title';
if(strObjType == 'Lead')
{
if(lstLead[0].Title != null)
{
tab3.Value = ''+lstLead[0].Title+'';
}
}
else
{
if(lstContact[0].Title != null)
{
tab3.Value = ''+lstContact[0].Title+'';
}
}
tab3.CustomTabWidth=100;
tab3.CustomTabRequired=false;
tab3.CustomTabLocked=false;
tab3.CustomTabDisableAutoSize=false;
tab3.TemplateLocked=false;
tab3.TemplateRequired=false;
tab3.ConditionalParentLabel='';
tab3.ConditionalParentValue='';
tab3.SharedTab=true;
tab3.RequireInitialOnSharedTabChange=false;
tab3.ConcealValueOnDocument=false;
tab3.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab3.AnchorTabItem.AnchorTabString = '/t2/';
tab3.AnchorTabItem.XOffset = 42;
tab3.AnchorTabItem.YOffset = -5;
tab3.MergeFieldXml = '<mergeField><allowSenderToEdit>true</allowSenderToEdit><configurationType>salesforce</configurationType><path>Lead.Title</path><row>1</row><writeBack>true</writeBack></mergeField>';
envelope.Tabs = new DocuSignAPI.ArrayOfTab();
envelope.Tabs.Tab = new DocuSignAPI.Tab[3];
envelope.Tabs.Tab[0] = tab1;
envelope.Tabs.Tab[1] = tab2;
envelope.Tabs.Tab[2] = tab3;
System.debug('Calling the API');
try {
DocuSignAPI.EnvelopeStatus es = dsApiSend.CreateAndSendEnvelope(envelope);
envelopeId = es.EnvelopeID;
System.debug('Returned successfully, envelope id = ' + envelopeId );
return '';
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
envelopeId = 'Exception - ' + e;
return '';
}
return '';
}
}

Answer 1

I resolved the issue with the DocuSign support.
MergeFieldXml for SOAP should be like this:
tab3.MergeFieldXml ='<mergefieldconfig configversion="1.0" service="salesforce"><mergefield><writeenabled>true</writeenabled><sendercanedit>true</sendercanedit><queryfrom><obj><type>Lead</type><name>Lead</name><field><fieldtype>string</fieldtype><name>Title</name></field></obj></queryfrom></mergefield></mergefieldconfig>';