Hi all,
I'm an absolute novice with Docusign and trying to create my first Docusign Gen Template from the opportunity object. Those merge fields are displaying fine but the merge fields from the related list for the custom object 'Hire' are showing this error:
TemplateErrorExists:XPathException: XPath expression (./Activity_Name__c) returned no results
The hire record is the child in the master-detail relationship with the opportunity record.
Furthermore, the hire name field that I'm trying to use as the document reference returns the error:
TemplateErrorExists:TableRow tag must be placed in a table.
A colleague who is much more experienced with Docusign than myself has had this issue with related list fields previously and has given up without resolving it but I have many documents to create that use these custom object fields so would really like to get to the bottom of it!
All ideas and guidance welcome, thank you!
hey Kim, having stuggled with a similar issue I finally found a resolution.
The solution is to use the whole expression not just the partial bits that are provided in the Docusign UI - well at least for a Content Select type. In my case, the key was ensuring that there are // (double slashes) between each of the different Object Levels across a relationship. When I tried with just a single I got the no results error you were also receiving.
In my instance, I needed to return a single Contact's name on a document initiated on the Account via the AccountContactRelations object. This was the entire expression I used in my template:
<# <Content Select="/Account//AccountContactRelations//Contact.Name" /> #>
