Generating Documents for Proposal with Large Number of Line Items

You can use this API to generate documents for proposals with a large number of line items, asynchronously for the given parameters.

API	Signature
submitGenerateLargeDoc	webService static Id submitGenerateLargeDoc(Id templateId, Id proposalId, String pLevel, String docFormat, Boolean isDraft, String sessionId, String serverUrl)

Request Parameter
Name	Type	Required?	Description
templateId	ID	Yes	The ID of the template you want to use for the proposal.
proposalId	ID	Yes	The ID of the proposal for which you want to generate the document.
pLevel	String	Yes	The protection level you want to apply on the document
docFormat	String	Yes	The format in which you want to generate the document. The valid values for this parameter are listed below: PDF DOC DOCX RTF
isDraft	Boolean	Yes	Indicate whether the generated document is a draft or a final document.
sessionId	String	Yes	The session ID you want to use for the callback.
serverUrl	String	Yes	The server URL you want to use for the callback.

Response Parameter
Field	Type	Description
asynccallRequestId	ID	The ID of the asynchronous merge call SObject.

Code Sample

The sample code below enables you to create a proposal document asynchronously for a proposal with a large number of line items, by providing a valid proposal ID, template name, protection level, format, draft state. After the execution, it returns the ID of the asynchronous merge call SObject.

/**
 * The below method demonstrates how to create draft or final proposal document asynchronously by passing the proposal ID(auto generated ID as record name),
 * template name, protection level, document format and isDraft indicator.
 * Possible protection levels are: 
 *  - Full access,
 *  - Insert comments and tracked changes only, 
 *  - Insert comments only, 
 *  - Fill in form fields only and
 *  - Read only
*/
public Id submitGenerateLargeDoc (String ProposalID, String templateName, String protectionLevel, String docFormat, Boolean isDraft){
    Id asynccallRequestId;
    Id proposalSOId = [SELECT ID FROM Apttus_Proposal__Proposal__c WHERE Name = :ProposalID LIMIT 1].Id;
    Id templateSOId = [SELECT Id, Name 
						FROM Apttus__APTS_Template__c 
						WHERE Name = :templateName AND 
						Apttus__IsActive__c = TRUE 
						LIMIT 1].Id;
    if (proposalSOId != null &&  templateSOId != null) 
	{
        String serverUrl;
        Apttus_Proposal__ProposalSystemProperties__c prop = Apttus_Proposal__ProposalSystemProperties__c.getInstance('System Properties');

        if (prop.Apttus_Proposal__EnableFile__c	) 
		{
			serverUrl = URL.getSalesforceBaseUrl().toExternalForm()
						+ '/services/Soap/u/50.0/' + UserInfo.getOrganizationId();

        }
		else 
		{
        	serverUrl = URL.getSalesforceBaseUrl().toExternalForm() 
                	  + '/services/Soap/u/50.0/' + UserInfo.getOrganizationId();    
        }
 
       asynccallRequestId = Apttus_Proposal.MergeWebService.submitGenerateLargeDoc(templateSOId, proposalSOId, protectionLevel, docFormat, isDraft, userInfo.getSessionId(), serverUrl);
    }
    return asynccallRequestId;
}

CODE