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.
