Hi all,
I'm trying to work with the DocuSign Templates for adding in a drop down menu to select from 1 of our 2 programs. The field had been open for them to fill in as they pleased but it wasn't clear what they should put to I figured to get more uniform with our data the dropdown would help. However, I'm having issues with the drop down actually showing the options I allocated to it. When I look at the template it shows the correct options but when I send it to another person, they get 2 other options that have nothing to do with anything and I'm not sure where they are coming from.
We do have this integrated with our Salesforce org as well. I made sure the field wasn't tied to any Salesforce objects and still the issue persists. Any assistance would be greatly appreciated!
Gotcha, yeah good call. My first reaction is to look for the objects that are behind the functionality, check record types, and page layout / page layout assignments, and picklist values that are specific to record types.
Aside of that, let's see if anyone else in the community here is using the same functionality and can offer some guidance...
