Is there a way to add different attribute dropdowns on one table?

I am creating a template and I have a table with multiple different categories and each category has multiple dropdowns. Is there a way to add each one into the same table? I know I can create an attribute table, but that only covers one set of attributes. Here is an example snip - so the first item would be a choice of several different equipment types, the second would be a choice of different software, the third would be different reports, etc. Is there a way I can put a different set of attributes for each line and also have the ability to add lines as needed for the specific attribute group?

Also, if I do a mulitpick list can I get the list to put a return at the end of each choice so they are all on different lines?

Is there a better way for me to set this up without doing a bunch of different tables?

Thanks in advance!

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Hello @TanyaSestak

Welcome to the DocuSign Community!

For these three types (equipment types, software, and reports), could you please confirm what kind of fields you're currently using? Are they multi-select dropdowns? Or are you using a table within the intake form?

Also, approximately how many options does each field contain? This will help determine the best structure whether a repeating custom table with conditional logic would work, or if an alternate configuration would be better suited for your use case.

Thanks!

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Hi Pawan - I currently have them in a dynamic dropdown in an attribute group - with the table column field pulling from that group. I’ve added everything in that dropdown (Software, Reports and Equipment) and that list is very long but at least everything can currently be added to the same table. That table is in the intake form so I can add rows for each item. Is there a better way to do this?

Also, in the near future, these items will be in Sales Force and I would like to be able to point to different SF items and have them put in the same table. I believe that if I can figure out how to do multiple fields in one table, I’ll be able to duplicate that when I finally have all that information in SF and the contract can just generate off of the SF record (that’s the goal, anyway).

Thanks.

@TanyaSestak

Sorry for the delayed response.

After reviewing your message, it seems like the most practical option for now would be to rely on the workflow and use a C# script to separate the values (e.g., by semicolon) and then merge them into the template as needed. This approach allows you to keep using a single table for all items.

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

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