Docusign CLM doc generation URLs - can additional variables be passed through these URLs?

Question

Hey everyone,I’m wondering if there is a way to pass form values through the doc generation URL in Docusign CLM? I know we can pass field values from Salesforce, but sometimes there is data we would like to pass that may not be stored in Salesforce. For example, if we have multiple amendment types (for example Amendment Type A, Amendment Type B, and Amendment Type C) that use the same form, we would like the user to be able to select Amendment Type B in a flow and then redirect them to a form where Amendment Type is already set to Amendment Type B. We have the flow working and redirecting correctly but can’t figure out how to autofill the Amendment Type field. Any help would be much appreciated!

Yannisvdv · Answer

Hi Akane, not an ideal fit to your use case but you could put all your form fields into a library form and create separate docgen forms per amendment type. Then in your Flow, you can prefill the URL for that specific amendment type, since your docgen configuration can contain the amendment type here.

It is however not as scalable as it would be in your example since you’d still need to create a new form for each new amendment type but working with the form libraries might already reduce the effort.

Good luck!

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