-
Docusign Integration - Picklist Merge Fields Showing No Options
Hello, I'm working to get a picklist set up in a Docusign.
However, when I go to save a Docusign template with this picklist merge field embbeded I get an error message indicating I have no options for the signer to choose from in this field.
When creating the picklist I was sure to set the 'Restrict Values In Picklist' checkbox to false as decribed in the following two troubleshooting articles:
https://www.forcetalks.com/salesforce-topic/docusign-salesforce-integration-picklist-field-to-be-associated-on-docusign-template/
https://www.forcetalks.com/salesforce-topic/docusign-salesforce-integration-how-to-associate-a-picklist-on-salesforce-with-a-radio-button-on-docusign-template/Any thoughts on what could be driving this issue? -
1 Reply
-
Hi Sam Lee,
As error (I have no options for the signer to choose from in this field) is clearly indicating that there is not any signing element in document that you want to send to multiple user. There is signing element in left side block inside Docusgin E-Signature for Salesforce.
Log In to reply.
Popular Salesforce Blogs
Use Cases of JavaScript in Salesforce: Change Table Row Colours on the basis of criteria
In the ever-changing technological era, we often come across a new programming language that is being introduced to match the requirements of current problems and…
Mastering Salesforce Marketing Cloud: The Ultimate Guide for Salesforce Marketing Cloud Consultants
Introduction Businesses require strong marketing strategies in the digital era to survive in the cutthroat marketplace. Organizations can now build and carry out targeted, personalized…
Introduction To Workbench In Salesforce
Workbench is a web tool used to interact with Salesforce organizations via API (Application programming interface). You can use Workbench to explore, inspect, edit, migrate…
Popular Salesforce Videos
Custom Settings and Custom Metadata Explained | 3-Minute | Salesforce Tutorial
In this video, Alex walks you through Custom Settings and Custom Metadata types in Salesforce and the difference between them. Discover how ENWAY can assist…
Salesforce Tutorial For Beginners | Introduction To Salesforce | Salesforce Training
This video on Salesforce training will help you understand the easy and best tool for CRM and Branding. You will learn how to customize the…
What is Data Management in Salesforce Admin?
Data Loader is a tool to process bulk records and we can process five million records with the data loader.
