I am attempting to create a DocuSign envelope from a template document using the CreateEnvelopeFromTemplates method, available within their v3 SOAP API web service. This is being instantiated from a asp.NET v4.0 web site.
Upon calling the method armed with the required parameter objects being passed in. I am recieving an exception from the web service, basically telling me that the Template ID is not a valid GUID.
669393: Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).
Line 14889:
Line 14890: public DocuSignDSAPI.EnvelopeStatus CreateEnvelopeFromTemplates(DocuSignDSAPI.TemplateReference[] TemplateReferences, DocuSignDSAPI.Recipient[] Recipients, DocuSignDSAPI.EnvelopeInformation EnvelopeInformation, bool ActivateEnvelope) {
Line 14891: return base.Channel.CreateEnvelopeFromTemplates(TemplateReferences, Recipients, EnvelopeInformation, ActivateEnvelope);
Line 14892: }
Line 14893:
The template reference, a guid. Must be specified as the "Template" string property against TemplateReference object. This is then added to a dynamic array of TemplateReferences, which is one of the input parameters of the CreateEnvelopeFromTemplates method.
Actual template GUID: f37b4d64-54e3-4723-a6f1-a4120f0e9695
I am building up my template reference object using the following function that i wrote to try and make the functionality reusable:
Private Function GetTemplateReference(ByVal TemplateID As String) As TemplateReference
Dim templateReference As New TemplateReference
Dim guidTemplateID As Guid
With TemplateReference
.TemplateLocation = TemplateLocationCode.Server
If Guid.TryParse(TemplateID, guidTemplateID) Then
.Template = guidTemplateID.ToString
End If
End With
Return TemplateReference
End Function
The TemplateID is being passed in from a appSetting configuration value at the time of the TemplateReferences array instantiation like so...
templateReferences = New TemplateReference() {GetTemplateReference(ConfigurationManager.AppSettings("DocuSignTemplate_Reference"))}
recipients = New Recipient() {AddRecipient("myself#work.email", "My Name")}
envelopeInformation = CreateEnvelopeInformation()
envelopeStatus = client.CreateEnvelopeFromTemplates(templateReferences, recipients, envelopeInformation, True)
As you can see from my GetTemplateReference function I am also parsing the GUID before setting it back as a string so i know its valid. The template is managed and stored at the DocuSign end, hence specifying the document location.
I am referring to their own documentation:
CreateEnvelopeFromTemplates
Why oh why is the method not liking my Template ID? I can successfully use their REST API to call the same method, using their own code samples. Worst case I can make use of this but would rather interact with the web service as I would need to construct all the relevent requests in either XML or JSON.
I would really appreciate if someone could perhaps shed some light on this problem.
Thanks for taking the time to read my question!
Andrew might be spot on with the AccountId mention - are you setting the AccountId in the envelope information object? Also, have you seen the DocuSign SOAP SDK up on Github? That has 5 sample SOAP projects including one MS.NET project. The .NET project is in C# not Visual Basic, but still I think it will be helpful to you. Check out the SOAP SDK here:
https://github.com/docusign/DocuSign-eSignature-SDK
For instance, here is the test function for the CreateEnvelopeFromTemplates() function:
public void CreateEnvelopeFromTemplatesTest()
{
// Construct all the recipient information
DocuSignWeb.Recipient[] recipients = HeartbeatTests.CreateOneSigner();
DocuSignWeb.TemplateReferenceRoleAssignment[] finalRoleAssignments = new DocuSignWeb.TemplateReferenceRoleAssignment[1];
finalRoleAssignments[0] = new DocuSignWeb.TemplateReferenceRoleAssignment();
finalRoleAssignments[0].RoleName = recipients[0].RoleName;
finalRoleAssignments[0].RecipientID = recipients[0].ID;
// Use a server-side template -- you could make more than one of these
DocuSignWeb.TemplateReference templateReference = new DocuSignWeb.TemplateReference();
templateReference.TemplateLocation = DocuSignWeb.TemplateLocationCode.Server;
// TODO: replace with template ID from your account
templateReference.Template = "server template ID";
templateReference.RoleAssignments = finalRoleAssignments;
// Construct the envelope information
DocuSignWeb.EnvelopeInformation envelopeInfo = new DocuSignWeb.EnvelopeInformation();
envelopeInfo.AccountId = _accountId;
envelopeInfo.Subject = "create envelope from templates test";
envelopeInfo.EmailBlurb = "testing docusign creation services";
// Create draft with all the template information
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateEnvelopeFromTemplates(new DocuSignWeb.TemplateReference[] { templateReference },
recipients, envelopeInfo, false);
// Confirm that the envelope has been assigned an ID
Assert.IsNotNullOrEmpty(status.EnvelopeID);
Console.WriteLine("Status for envelope {0} is {1}", status.EnvelopeID, status.Status);
}
This code calls other sample functions in the SDK which I have not included, but hopefully this helps shed some light on what you're doing wrong...
This problem arises when you don't set up the field AccountId. This field can be retrieved from your account. In Docusign's console go to Preferences / API and look here
Where to find AccountID Guid in Docusign's Console
Use API Account ID (which is in GUID format) and you should be OK.
Related
I am looking for a way to use Campaign Monitor's API in my ASP.NET/VB Web application.
I have not used any API before, thus reading their documentation is very difficult to understand.
If anyone has used it and is able to provide some instructions I would appreciate it; or if someone has some general usage instructions (if applied on any APi), be my guest! :)
I know this is not the typical "I have a problem and this is my problem and here's my effort so far" but any help would be much appreciated.
You can also use the Campaign Monitor API client library which is available on Nuget:
AuthenticationDetails auth = new ApiKeyAuthenticationDetails(apiKey);
var fields = new List<SubscriberCustomField>() {
new SubscriberCustomField() { Key = "MyCustomField", Value = myVal }
};
var subscriber = new Subscriber(auth, listId);
subscriber.Add(email, fullName, fields, false);
I use campaign monitor for populating subscriber lists.
There are two methods to post your subscribers to lists. I'm going to stick to the simplest one. Let's round up somethings you need first.
You'll need an API key (which I am sure you have).
You'll need to create a subscribers list and after you create this
list you'll need the list ID. To get the ID (which is wierd).You'll
need to click into your subscriber list. This look for this towards
the top. Single opt-in list (change name/type) Note: You are not
going to change the name or edit anything but you have to click in
here to get the ID. On the third section you will see this: API
Subscriber List ID. If you're using the API, you'll need this ID to
access this list. 000x0000xx0x0xx00x00xx (just an example.)
You'll need a form to capture Name and Email. You'll need your listid which
you got in the previous point.
Then you'll need to code a communication object.
If you are doing a straight forward call you'll need the name, email, and listid.
ListID ="000x0000xx0x0xx00x00xx";
Email ="JoeM#somethingemail.com";
Name = "Joe Middle";
APIKey = yourAPIKey;
APIURL = "http://api.createsend.com/";
ApiCall = variables.APIURL;
ApiCall &= "api/api.asmx/Subscriber.Add?ApiKey=" & variables.APIKey;
ApiCall &= "&ListID=" & URLEncodedFormat(arguments.ListID);
ApiCall &= "&Email=" & URLEncodedFormat(arguments.Email);
ApiCall &= "&Name=" & URLEncodedFormat(arguments.Name);
Once you have your url build you use whatever method .net uses to post http.
Then you'll want to code for success or fail and do something with that info. post to http and call the result. apiResult.
apiResult = xmlParse(apiResult.fileContent);
try {intCount = ArrayLen(apiResult.Result.XMLChildren);}
catch(Any e){intCount = 0;}
if (intCount gt 0){apiResult = apiResult.Result.xmlChildren;}
// Error handling
if ( apiResult[1].xmlName eq "Code" and apiResult[2].xmlName eq "Message" ){
returnStruct['blnSuccess'] = 0;
returnStruct['errorCode'] = apiResult[1].xmlText;
returnStruct['errorMessage'] = apiResult[2].xmlText;
}
// Success
else {
// Return str
returnStruct['blnSuccess'] = 1;
returnStruct['returnString'] = apiResult.Result.xmlText;
}
The code above was adapted from coldfusion and I didn't build it but it is cfscript which is not CFML and you can kind of interpret what is happening.
If you adapt this to .NET then all you are missing is your HTTP call stuff method.
To check log into Campaign Monitor and click on your list. You should see additions showing up, if not it is either you API key (not usually the case), your listID (could be the case), your code (most likely culprit).
This was hammered out in a hurry so apologies if the flow is weird.
Good luck!
Following on from my earlier question about creating Address Books (many thanks Peter!), I have a small throw-away console application doing just that and working great - but in addition I'm trying to update the metadata of a Keyword with the Item Id of the created Address Book.
Slightly shortened snippet ...
StaticAddressBook ab = new StaticAddressBook();
ab.Title = title;
ab.Key = key;
ab.Save();
// id is a correct Keyword TCM ID
Keyword k = tdse.GetObject(id, EnumOpenMode.OpenModeEdit);
if (k != null)
{
k.MetadataFields["addressbookid"].value[0] = ab.Id.ItemId;
k.Save(true);
}
I keep getting the following error on Save():
XML validation error. Reason: The element 'Metadata' in namespace
'uuid:2065d525-a365-4b45-b68e-bf45f0fba188' has invalid child element
'addressbookid' in namespace
'uuid:2065d525-a365-4b45-b68e-bf45f0fba188'. List of possible elements
expected: 'contact_us_email' in namespace
'uuid:2065d525-a365-4b45-b68e-bf45f0fba188'
But I know the Keyword has the correct Metadata assigned, (thats why I don't bother checking!). Shortened Tridion XML from a current keyword in question:
<tcm:Keyword>
<tcm:Data>
<tcm:MetadataSchemaxlink:type="simple"xlink:title="IP.Location.Metadata" xlink:href="tcm:49-2142-8" />
<tcm:Metadata>
<Metadata xmlns="uuid:2065d525-a365-4b45-b68e-bf45f0fba188">
<email>...</email>
<addressbookid>3</addressbookid>
<contact_us_email>...</contact_us_email>
<request_a_sample_email>...</request_a_sample_email>
<webinar_feedback_email>....</webinar_feedback_email>
</Metadata>
</tcm:Metadata>
<tcm:IsRoot>true</tcm:IsRoot>
</tcm:Data>
</tcm:Keyword>
Have I missed something can Keyword metadata not be updated in this way?
I guess I could look at the Core Service to update Keywords, but it seemed to to make sense to do everything within this application.
UPDATE
Order was key here, strangely!
The following code works:
ItemFields fields = k.MetadataFields;
System.Diagnostics.Debug.WriteLine(fields.Count);
string email = fields[1].value[1];
string contact = fields[3].value[1];
string request = fields[4].value[1];
string webinar = fields[5].value[1];
fields[1].value[1] = email;
fields[2].value[1] = ab.Id.ItemId;
fields[3].value[1] = contact;
fields[4].value[1] = request;
fields[5].value[1] = webinar;
k.Save(true);
Got caught out by the non-0-based index when getting/setting values and had to reassign existing fields back, in order.
Cheers
It seems that the order of the fields has changed in the Schema since that Component was created. At least the Schema expects contact_us_email in the position where you current have addressbookid.
There may be other changes, so I'd verify the order of fields in the Schema and make sure the Component(s) match, before you run your tool.
Can anyone provide me with a .NET (C# / VB) sample of how to get all mailboxes that I have access to ?
I have only been able to get my OWN mailbox via EWS - not ALL THE OTHER mailboxes that I also have access to through Outlook.
I don't have the names nor the id's of these mailboxes but isn't it possible to retrieve ALL mailboxes - including my own - that I am allowed to see - just as I can in Outlook ?
I am using Autodiscover to get my mailbox like this: service.AutodiscoverUrl("xxxx#ee.dd") - this will perhaps only get my own mailbox and not all the rest?
Please help !?
The way I got around this was to define the group mailbox in question as a "mailbox" object and then obtain the FolderID for the particular folder.
Define mailbox object
Mailbox gpmailbox = new Mailbox("mailbox#yourdomainname.com");
Get the FolderID (in this case, the Inbox)
FolderId gpInbox = new FolderId(WellKnownFolderName.Inbox, gpmailbox);
Use FolderID in your normal code (in this case I'm obtaining 100 messages)
ItemView view = new ItemView(100);
FindItemsResults<Item> results = hookToServer.FindItems(new FolderId(WellKnownFolderName.Inbox, gpmailbox), view);
The key is to grab the FolderID of the folder you need. Hope this helps.
Edit: I also failed to note that my object "hookToServer" is simply the ExchangeService object. Here's how I defined it:
ExchangeService hookToServer = new ExchangeService(ExchangeVersion.Exchange2010_SP1);
hookToServer.UseDefaultCredentials = true;
hookToServer.Url = new Uri("TheExchangeServer")
I also used this as reference:
EWS 2007 Group Mailbox Guide
You can do this by Using Autodiscover to get user settings, this is a completely separate service to the one with the AutodiscoverUrl method.
The setting name you need is AlternateMailboxes, this will give a collection of all the 'other' mailboxes you have access to. You might then add the user's default mailbox to get a complete list.
In c#:
using Microsoft.Exchange.WebServices.Autodiscover; // from nuget package "Microsoft.Exchange.WebServices"
internal List<string> GetAccessibleMailboxes()
{
AutodiscoverService autodiscoverService = new AutodiscoverService("outlook.office365.com");
autodiscoverService.Credentials = networkCredential;
var userSmtpAddress = networkCredential.UserName;
GetUserSettingsResponse userresponse = autodiscoverService.GetUserSettings(
userSmtpAddress,
UserSettingName.AlternateMailboxes);
var alternateMailboxCollection = (AlternateMailboxCollection)userresponse.Settings[UserSettingName.AlternateMailboxes];
var smtpAddressList = alternateMailboxCollection.Entries.ToList().Select(a => a.SmtpAddress).ToList();
smtpAddressList.Add(userSmtpAddress);
return smtpAddressList;
}
i developed CMS to one of my customers and he wants that when a user fill in the contact form, it will automatically generate lead in his CRM.
what is the easiest way to do that?
by the way, the contact form is ajax and the data is transfered to asmx, so it will be easy to call to CRM webservice or something like that, because i'm already in the server side.
can someone point me to tutorial or some code example?
thanks!
Your best start will be with the SDK available here, which contains example code and the sdk dlls etc...
Here is a page with a quick reference to all the web service endpoints available in the different flavors of CRM 2011.
From the SDK samplepcode\cs\quickstart creating account, but very similar for lead:
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
serverConfig.HomeRealmUri,
serverConfig.Credentials,
serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
// Instaniate an account object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account account = new Account { Name = "Fourth Coffee" };
// Create an account record named Fourth Coffee.
_accountId = _serviceProxy.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_serviceProxy.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_serviceProxy.Update(retrievedAccount);
Console.WriteLine("and updated.");
Here's another one for you to help me solve: I have an ASP.NET website that uses AJAX (asynchronous) calls to am .ashx handler, passing a query string parameter to get some information from the database.
Here's an example of how it works:
Client-side (Javascript) code snippet that makes the asynchronous call to the handler:
/* Capture selected value from a DropDownBox */
var dropdown = document.getElementById(DropDownID);
var selectedValue = dropdown.options[dropdown.selectedIndex].value;
/* Make the call to the handler */
var url = "MyHandler.ashx?param=" + selectedValue;
var ajaxObj = new Ajax();
ajaxObj.doRequest(url, MyCallback, args, connectionFailed);
When I load the webform (that contains this AJAX call) for the first time, it sends the right query string to the handler (I checked it using debug in Visual Studio), like param = Street Joseph Blíss. That's the right behavior I want it to have.
The thing is that when I load that webform again (and all subsequent times), that í character from "Blíss" appears in server-side as Ã-. As that's the key from the entity I'm trying to select on server-side database access script, it doesn't work as it worked on 1st webform load.
I tried encoding the query string on client-side and decoding it on server-side, using something like this:
Client-side (Javascript):
var encodedParam = encodeURIComponent(selectedValue);
/* Make the call to the handler */
var url = "MyHandler.ashx?param=" + encodedParam ;
Server-side (ASP.NET, C#):
string encodedParam = context.Request.QueryString["param"];
string value = HttpUtility.UrlDecode(encodedParam, Encoding.ASCII);
...but I had no luck with it and the problem still remains. Any help?
After some more searching, I found out how to solve with server-side code refinement. Here's the deal:
I had to alter my .ashx handler to parse the original parameter grabbed from the query string and convert it into UTF-8. Here's how it's made:
// original parameterized value with invalid characters
string paramQs = context.Request.QueryString["param"];
// correct parsed value from query string parameter
string param = Encoding.UTF8.GetString(Encoding.GetEncoding("iso8859-1").GetBytes(paramQs));
Happy coding, folks! :)