[英]Optional recipient role template docusign
I created a template by the UI, and use it to create envelopes through the rest API.我通过 UI 创建了一个模板,并使用它通过 rest API 创建信封。 So far so good.到目前为止,一切都很好。
In the template, 4 roles were created.在模板中,创建了 4 个角色。 But one of these should be optional when creating the envelope, that is, in certain envelopes there will only be 3 signers.但是其中一个在创建信封时应该是可选的,也就是说,在某些信封中只有 3 个签名者。
The problem is that if I only send information for 3 templatesroles the docusign returns an error of INVALID_EMAIL_ADDRESS_FOR_RECIPIENT, for the role that was not informed.问题是,如果我只发送 3 个模板角色的信息,则文档会针对未通知的角色返回 INVALID_EMAIL_ADDRESS_FOR_RECIPIENT 错误。
My question is if there is a way to create a "optional" role in template.我的问题是是否有办法在模板中创建“可选”角色。 Which will only be informed in some envelopes.只会在一些信封中通知。
Edit:编辑:
I'm creating the envelope with the status "created".我正在创建状态为“已创建”的信封。 I do that bc we have to add some documents to the envelope before sending.我这样做是因为我们必须在发送之前在信封中添加一些文件。 After that I update the envelope changing the status to "sent".之后,我更新信封,将状态更改为“已发送”。
The error happens when I update the status to "sent".当我将状态更新为“已发送”时会发生错误。 If I create the envelope already with the "sent" status the error doesn't happens.如果我已经创建了“已发送”状态的信封,则不会发生错误。
Here's my code:这是我的代码:
$result = Docusign::createEnvelope(array(
'templateId' => $saleContract->obra->template_id,
'emailSubject' => 'Contrato de Compra - ' . $saleContract->obra->nome_fantasia,
'status' => 'created',
'templateRoles' => $this->getRoles($saleContract, $tabs),
));
$this->addDocuments($saleContract, $result['envelopeId']);
//HERE IS WHERE THE ERROR HAPPENS
Docusign::updateEnvelope($result['envelopeId'], ['status' => 'sent']);
By default, template roles are optional.默认情况下,模板角色是可选的。 This means that you can successfully do the following:这意味着您可以成功执行以下操作:
Any Recipient Roles that you do not specify information for when you POST /envelopes will not be included.将不包括您在 POST /envelopes 时未指定信息的任何收件人角色。 In the event you want to create your envelope in draft, make modifications, and then send, set the "merge roles on draft" qp to true.如果您想在草稿中创建信封、进行修改然后发送,请将“草稿上的合并角色”qp 设置为 true。
merge_roles_on_draft string
When set to true, template roles will be merged, and empty recipients will be removed. This parameter applies when you create a draft envelope with multiple templates. (To create a draft envelope, the status field is set to created.)
If you're still having problems, double-check that you haven't prepopulated your template role with name or email values.如果您仍然遇到问题,请仔细检查您是否没有使用名称或 email 值预先填充模板角色。 That will fudge up the merge ^这将捏造合并^
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