Viewing DocuSign Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for DocuSign, you gain access to live DocuSign data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve DocuSign data. This article will walk through connecting to DocuSign using the Data Explorer.

Configure a Connection to DocuSign

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To connect to DocuSign, set the following connection properties:

• UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
• AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

Connecting to DocuSign Data Using Data Explorer

You can create a simple application for displaying DocuSign data by utilizing the CData FireDAC Components for DocuSign and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection. 👁 Adding a New Connection. (Salesforce is shown.)
   
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for DocuSign. 👁 Setting the Connection Parameters. (Salesforce is shown.)
   
6. Back in the Data Explorer, expand the views for the connection.

7. Create a new VCL Forms application and drag a view (for example: Documents) onto the form.

   👁 Placing the View on the Form. (Salesforce is shown.)
   
8. Select the DocumentsView object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   👁 Visually Binding the View. (Salesforce is shown.)
   

10. Arrange the TStringGrid on the form and run the application to see the Documents data.

    👁 The View data on a Form. (Salesforce is shown.)
    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to DocuSign Data in C++Builder
• DataBind Controls to DocuSign Data in Delphi
• Build a Simple VCL Application for DocuSign Data