Docusign 的自定义 Salesforce 按钮给出错误 - 意外令牌~

Question

我正在 salesforce 中的机会对象上创建一个自定义文档签名按钮，在我制作代码后，我收到一条错误消息“意外令牌〜”。不知道这意味着什么。我只能希望我的代码有一些偏差。代码如下：

 {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}

//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var
CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var
CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var
RES='';
//*************************************************//
// Modify individual options here://
// Recipient Starting Routing Order (default 1)//
RSRO = '1';
// Recipient Routing Order Sequential (default not sequential)//
RROS = '1';
// Custom Recipient List//
CRL = 'Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 1;RoutingOrder~1;SignNow~1',
Email~;FirstName~;LastName~;Role~Signer 2;RoutingOrder~2;SignNow~1,
Email~john.g@playmakercrm.com;FirstName~John;LastName~Griscavage;Role~Signer 3;RoutingOrder~3;SignNow~0,
Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 4;RoutingOrder3~;SignNow~,
Email~adam.bishop@playmakercrm.com;FirstName~Adam;LastName~Bishop;Role~Signer 5;RoutingOrder~3;SignNow~0,
Email~accounting@playmakercrm.com;FirstName~Accounting;LastName~Department;Role~Signer 6;RoutingOrder~3;SignNow~0,
Email~{!Opportunity.OwnerEmail};FirstName~{!Opportunity.OwnerFirstName};LastName~{!Opportunity.OwnerLastName};Role~Signer 7;RoutingOrder~3;SignNow~0,
Email~laura.mcdavid@playmakercrm.com;FirstName~Laura;LastName~McDavid;Role~Signer 8;RoutingOrder~3;SignNow~0;
// One Click Option (default edit envelope screen)//
OCO = 'Tag';
// Load Attachments (default on)//
LA = '1';
// Show Tag Button (default in config)//
STB = '1';
// Show Send Button (default in config)//
SSB = '1';
// Show Email Subject (default in config)//
SES = '1';
// Show Email Message (default in config)//
SEM = '1';
// Show Reminder/Expire (default in config)//
SRS = '1';
//********* Page Callout (Do not modify) *********//
window.location.href =
"/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRC
L+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES=
"+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&
SCS="+SCS+"&RES="+RES;
//*******************************************//

感谢有人可以在这里为我提供的任何帮助。

更新的代码（删除了换行符）

 {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}

//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var
CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var
CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var
RES='';
//*************************************************//
// Modify individual options here://
RSRO = '1';RROS = '1';CRL = 'Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 1;RoutingOrder~1;SignNow~1',Email~;FirstName~;LastName~;Role~Signer 2;RoutingOrder~2;SignNow~1,Email~john.g@playmakercrm.com;FirstName~John;LastName~Griscavage;Role~Signer 3;RoutingOrder~3;SignNow~0,Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 4;RoutingOrder3~;SignNow~,Email~adam.bishop@playmakercrm.com;FirstName~Adam;LastName~Bishop;Role~Signer 5;RoutingOrder~3;SignNow~0,Email~accounting@playmakercrm.com;FirstName~Accounting;LastName~Department;Role~Signer 6;RoutingOrder~3;SignNow~0,Email~{!Opportunity.OwnerEmail};FirstName~{!Opportunity.OwnerFirstName};LastName~{!Opportunity.OwnerLastName};Role~Signer 7;RoutingOrder~3;SignNow~0,
Email~laura.mcdavid@playmakercrm.com;FirstName~Laura;LastName~McDavid;Role~Signer 8;RoutingOrder~3;SignNow~0;OCO = 'Tag';LA = '1';STB = '1';SSB = '1';SES = '1';SEM = '1';SRS = '1';
//********* Page Callout (Do not modify) *********//
window.location.href =
"/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRC
L+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES=
"+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&
SCS="+SCS+"&RES="+RES;
//*******************************************//

我已经按照 Larry K 下面的建议进行了操作，并更新了代码。现在，当我单击按钮时，错误消息不会出现。什么都没有发生。这几乎就像它没有开火一样。

    {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}

//********* Option Declarations (Do not modify )*********//var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';varCCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';varCES='';var STB='';varSSB='';var SES='';var SEM='';var SRS='';var SCS ='';varRES='';//*************************************************//

// Modify individual options here://RSRO = '1';RROS = '1';CRL = 'Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 1;RoutingOrder~1;SignNow~1,Email~client@domain.com;FirstName~Client;LastName~Name;Role~Signer 2;RoutingOrder~2;SignNow~1,Email~john.g@playmakercrm.com;FirstName~John;LastName~Griscavage;Role~Signer 3;RoutingOrder~3;SignNow~0,Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 4;RoutingOrder3~;SignNow~0,Email~adam.bishop@playmakercrm.com;FirstName~Adam;LastName~Bishop;Role~Signer 5;RoutingOrder~3;SignNow~0,Email~accounting@playmakercrm.com;FirstName~Accounting;LastName~Department;Role~Signer 6;RoutingOrder~3;SignNow~0,Email~{!Opportunity.OwnerEmail};FirstName~{!Opportunity.OwnerFirstName};LastName~{!Opportunity.OwnerLastName};Role~Signer 7;RoutingOrder~3;SignNow~0,Email~laura.mcdavid@playmakercrm.com;FirstName~Laura;LastName~McDavid;Role~Signer 8;RoutingOrder~3;SignNow~0'; OCO = 'Tag';LA = '1';STB = '1';SSB = '1';SES = '1';SEM = '1';SRS = '1';

//********* Page Callout (Do not modify) *********//window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//

再次更新代码。从自定义配方列表中删除除一位以外的所有收件人。按钮仍然没有触发。它什么也不做。可能是我在销售人员中缺少的其他东西吗？

这是更新后的代码，只有一个收件人：

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}

//********* Option Declarations (Do not modify )*********//var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';varCCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';varCES='';var STB='';varSSB='';var SES='';var SEM='';var SRS='';var SCS ='';varRES='';//*************************************************//

// Modify individual options here://RSRO = '1';RROS = '1';CRL = 'Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 1;RoutingOrder~1;SignNow~1'; OCO = 'Tag';LA = '1';STB = '1';SSB = '1';SES = '1';SEM = '1';SRS = '1';

//********* Page Callout (Do not modify) *********//window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//

Answer 1

看起来您的页面标注有换行符（如果直接从 DocuSign 文档复制，他们会这样做）。尝试将变量放在这之间：

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}

//********* 选项声明（不要修改）*********// var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES=''; //************************************************ *//

// 在此处修改个别选项：//

//********* 页面标注（请勿修改）*********// window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+ CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+" &SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES; //************************************************//

Answer 2

documentation for creating custom buttons 表明 CRL 采用字符串参数。但是，您的 CRL 值无效，因为：

1. 你在Signer 1人之后过早地关闭了字符串
2. 签名者 1 人之后的 CRL 信息为空
3. 签到7人后你还有硬回报
4. 最后一个人之后不要关闭字符串。
5. 您缺少签名者 5 的 SignNow 值

另外，您使用会计组的电子邮件别名可能是个问题。使用 DocuSign 签名组可能会更好。我不知道 Salesforce 集成中是否支持该功能。

要调试，首先在 CRL 值中的每个逗号后添加一个回车，并检查每一行（每个收件人）是否完整：

RSRO = '1';RROS = '1';CRL = '
Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 1;RoutingOrder~1;SignNow~1,
Email~john.g@playmakercrm.com;FirstName~John;LastName~Griscavage;Role~Signer 3;RoutingOrder~3;SignNow~0,
Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 4;RoutingOrder3~;SignNow~0,
Email~adam.bishop@playmakercrm.com;FirstName~Adam;LastName~Bishop;Role~Signer 5;RoutingOrder~3;SignNow~0,
Email~accounting@playmakercrm.com;FirstName~Accounting;LastName~Department;Role~Signer 6;RoutingOrder~3;SignNow~0,
Email~{!Opportunity.OwnerEmail};FirstName~{!Opportunity.OwnerFirstName};LastName~{!Opportunity.OwnerLastName};Role~Signer 7;RoutingOrder~3;SignNow~0,
Email~laura.mcdavid@playmakercrm.com;FirstName~Laura;LastName~McDavid;Role~Signer 8;RoutingOrder~3;SignNow~0
';
OCO = 'Tag';LA = '1';STB = '1';SSB = '1';SES = '1';SEM = '1';SRS = '1';

（注意CRL值开头和结尾的撇号）

接下来，从 CRL 值中删除返回值，希望它对您有用：

RSRO = '1';RROS = '1';CRL = 'Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 1;RoutingOrder~1;SignNow~1,Email~john.g@playmakercrm.com;FirstName~John;LastName~Griscavage;Role~Signer 3;RoutingOrder~3;SignNow~0,Email~anthony.m@playmakercrm.com;FirstName~Anthony;LastName~Miranda;Role~Signer 4;RoutingOrder3~;SignNow~0,Email~adam.bishop@playmakercrm.com;FirstName~Adam;LastName~Bishop;Role~Signer 5;RoutingOrder~3;SignNow~0,Email~accounting@playmakercrm.com;FirstName~Accounting;LastName~Department;Role~Signer 6;RoutingOrder~3;SignNow~0,Email~{!Opportunity.OwnerEmail};FirstName~{!Opportunity.OwnerFirstName};LastName~{!Opportunity.OwnerLastName};Role~Signer 7;RoutingOrder~3;SignNow~0,Email~laura.mcdavid@playmakercrm.com;FirstName~Laura;LastName~McDavid;Role~Signer 8;RoutingOrder~3;SignNow~0'; OCO = 'Tag';LA = '1';STB = '1';SSB = '1';SES = '1';SEM = '1';SRS = '1';