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  • Docusign Salesforce Integration – How to associate a picklist on salesforce with a radio button on docusign template?

  • PRANAV

    Member
    September 13, 2016 at 2:10 pm

    Hi All,

    How to associate a picklist on salesforce with a radio button on docusign template?

    I have a field in Salesforce which is of picklist data type . I want that field to be associated on the Docusign template as a radio type custom tag. So that any update made is saved back to the Salesforce.

    Thanks

  • Manpreet

    Member
    March 23, 2017 at 1:58 pm

    Step 1: Create the Salesforce Picklist Custom Field on Opportunity Layout

    1.) In Salesforce, go to Setup > Customize > Opportunities > Fields
    2.) Under Custom Fields, click New
    3.) Choose the type of Picklist, click Next
    4.) Enter Picklist Field Label (i.e. My Picklist)
    5.) Select 'Enter values, with each value separated by a new line'
    6.) Enter desired picklist values
    7.) Deselect 'Restrict picklist to the values defined in the value set.' *This is important to allow Connect to update values within the list

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    Finish any other desired customizations, then click Next
    Select desired Field-Level Security. At the very least you need to make sure the Profile your system sender user is under has Visible enabled and Read-Only disabled. Click Next
    Choose desired Page Layouts, then click Save

    Step 2: Create the DocuSign Custom Radio Button Group

    1.) In DocuSign, go to My Preferences > Custom Fields
    2.) Click Add New Field
    3.) Select the Type of Radio Button from the drop-down
    4.) Enter the Radio Button Group Name in the Name field (i.e. My Radio Buttons)
    5.) Enter the desired Radio Button Value in the Tooltip field (i.e. Radio One)
    6.) Click Save
    7.) Repeat steps 2 - 6 for each Radio Button in the group. *Make sure the Name is the same name of the Group for all (i.e. My Radio Buttons)

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    Step 3: Create a Custom DocuSign Connect Object

    1.) In DocuSign Admin go to Connect and Select your Salesforce Connect Configuration
    2.) Under Connect Objects, select New Object > Salesforce Object
    3.) Select Activate Object
    4.) Enter a Name for your Object in the Object Name field (i.e. My Radio Button to Picklist Test)
    5.) Under Select Salesforce Object, pick the Object you are sending from (i.e. Opportunity)
    6.) Under Select Where > Saleforce.com Field, select Opportunity ID (id)
    7.)Under Select Where > DocuSign Field, select Envelope External Source ID

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    8.) Under Update Fields > Saleforce.com Field, select the Picklist you created in Salesforce (i.e. My Picklist)
    9.) Under Update Fields > DocuSign Field, select Recipient Secure Field, then enter the name of your Radio Button Group (i.e. My Radio Buttons)

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    10.) Click Save
    ***Now, run a test by sending from your Opportunity Object using this radio button group and completing signing. Note that the Picklist value is updated with the Radio Button value chosen during signing.

  • Nick Sanchez

    Member
    February 22, 2019 at 6:08 am

    This worked great for me. Is it possible to do the same thing using multi-picklists? For example, in DocuSign, I have multi-select checkboxes, the user can choose more than 1. I want to capture the text values in Salesforce as a multi-select picklist. Please let me know, many thanks!

  • Poonam

    Member
    October 2, 2019 at 11:28 pm

    Hi @Manpreet, I created a drop down custom field in DocuSign which I need to map to the state picklist value in salesforce. Previously if we give wrong value in the state field such as NSW instead of New south Wales, we would get an integrity exception error and none of the values would be written back into SF from DS. But with your solution I am able to update the data back into sf, the only issue there is that I am not getting the state field.there is no exception and apart from state, all the values are getting mapped into sf,  how can we get the state value back in to SF from DS. Please advise. Thank you.

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