Prefill eForm using "Full Page Fill Form" step in CLM

Forum|Forum|1 year ago
December 13, 2024
2 replies
128 views

I’m presenting an eForm using the Docusign Full Page Fill Form step. But I’d like one the fields to be filled in with dynamic information (Ie. Workflow variable) from the workflow before presented to the user to complete.

Does anyone know what step or process I can use to accomplish this? The Full Page Fill Form provides the ability to choose an eForm but I don’t know how to get the workflow variable data into one of the eForm fields.

Thanks.

CLM

Matthew.Farler

Docusign Employee

You can actually copy the variable into the sxForm fields itself, and they will be replaced with the variable values when brought into a workflow. For example, I have a text variable called CustomerName in my workflow, so when I paste in the Variable text below, then when that eForm is used in the workflow step, it is filled in with the actual customer’s name. Let me know if this works for you:

Matt Farler, Principal Product Trainer, DSU

B

BobJones

Author

Conversation Starter

I already have that working right now. But I want that variable data to be filled in when they get to the form. I don’t want them to just see the variable placeholder.

Can I get that variable data passed into the form to present to the user?

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