I created a DocuSign template that needs to pull data from opportunity, account and service appointments. I set Opportunity as the main object and added account and Work order as a related lists, and then tried adding service appointment as a related list to work order, but it is not coming up as an option. Does anyone know why and how to fix?
1 Antwort
Ajaypreet Singh Saini (Grantbook) 
Forum Ambassador
Hey @Tami Turgman,
Below are the possible relationships in "Docusign Gen" within "Docusign for Salesforce" app:
Make sure your relationship with the source object falls within the possible relationship combinations.
