Form Fields not in Params List

In DocuSign CLM, when I add a field to the form in document generation it is not showing up in my params folder to add to the workflow. Even updates I have made to existing params are not updating (mostly just names or merge tags). Is there another step to update the form fields so they show up? I don’t remember running into this in the past so it is odd.

Thanks!

Page 1 / 1

Hello @sgreer

Welcome to the DocuSign Community!

Just to better understand the issue — when you created the workflow, which option did you choose to kick off the workflow content? refer the Snapshot below.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

I believe I kicked off a document generation and once I completed all of the fields, I was able to do an xml export / import of the new fields. Thanks for reaching out but ‘think’ I am good for now. I am a bit confused why it doesn’t automatically create the field within params once developed on the form but maybe that is an enhancement request for another day :-)

Hey @sgreer, The fields that are added to the params are based on whether they were available on the form for the user or not that means, if you have a conditional field which did not pop-up on the form then that field won’t get added to the Params XML that gets passed on to the WF.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded