Is anyone else running into issues when trying to get the DocuSign eSignature for Salesforce? Even after creating a new account and Trailblazer profile and a Developer edition too, I still get this error message when trying to download it. Any help will be appreciated. Thanks
#DocuSign For Salesforce
Hi ,
I logged into the dev edn. org as a login instead of gmail I was able to do it.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007YwBFR
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" /> #>
I have to show only the parent QLI in the Document adjusted via DocuSign, but I'm getting the Child QLI Also.
#DocuSign For Salesforce #Docusign Gen #Docusign
Hello, DocuSign eSignature for Salesforce admins,
I am working on building a DocuSign envelope template inside Salesforce using DocuSign App Launcher(DAL), in this template, I have a requirement to pre-populate data into the document from three sources, the source object itself, its parent record, and its child record. I could add merging fields for the source record, and its parent record, but my question here is for children, if the source record has multiple children, how does DocuSign know which child record to retrieve the data from it? Is it the most recent child record or the first created one or what? On their documentation page, nothing mentioned about this point
#DocuSign For Salesforce #Docusign
Thanks Logan for your response. I have created a ticket with DocuSign Support and confirmed the following :
DocuSign retrieves data from child records based on the Salesforce row number specified in the field's property panel.
When adding merge fields for child objects, you need to add the merge fields to the document multiple times, each time specifying a different Salesforce row number. This allows DocuSign to retrieve the data from the corresponding child record based on the selected row number.
For example, if you want to display two lines of the child object, add the merge fields to the document twice, with the corresponding Salesforce row numbers 1 and 2.
Based on the above Docusign response, the retrieved child record is based on the value of that setting, the Salesforce row number, under the merging field.
CURRENT PROCESS
DESIRED FUTURE STATE PROCESS
MY "working draft" SOLUTION
WHY
why is the docusign gen template create button greyed out in salesforce?
Forum Ambassador
Awesome!! Glad its fixed. Feel free to close the thread by selecting the accepted answer.
Happy trailblazing
Hi - when using a merge field in the docusign template, rich text fields pull in all the html characters. has anyone found a way to resolve this?
@* Salesforce Administrators * #DocuSign For Salesforce @DocuSign for Salesforce #Data Management
Has anybody found a solution? I tried to re-create the solution from the youtube video but was running into errors.
Can docusign elements be stored in Salesforce fields? I need to collect the information the customer adds to the docusign file and store it in their Salesforce Profile. Is this possible?
Hi all,
Does anyone use or know how the #Docusign eSignature System Sender works? We have installed the DocuSign Apps Launcher in our Salesforce production org and enabled it in our DocuSign trial account but we haven't seen any differences. The setting page said "Enable System sender: When enabled, this allows users who are not members of the DocuSign account to send and sign envelopes. The sender in this case will be the configured DocuSign administrator."
We are wondering if Salesforce users without a DocuSign license can send and sign envelopes via the DocuSign System Sender. Any ideas or insights are much appreciated!!!
Hi Coca,
After installing DAL (DS App Launcher), you can add the following permission sets to your Salesforce user login:
1) DocuSign CLM User,
2) DocuSign User,
3) DocuSign Sender
That will do the trick. Also, a user with out a DocuSign account (that is a DocuSign Login) can sign a document, but cannot send a document for Signature. Because, sending a document for Signature will create a DocuSign envelop. (Well, I am talking in reference to "DocuSign CLM" package and I am not sure how the other lighter version DocuSign products work).
Thanks, Ravi
