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Hi everyone,

I'm having trouble getting data from a Salesforce checkbox field to show up in the Param's XML during document generation in DocuSign CLM. The document generation process is tied to the Opportunity, and the checkbox field is located within the Opportunity Line Item.

To link to this checkbox field, I set up a table in the Document Generation form. While I'm able to see and select the field in the form, the actual data isn't coming through into the XML. I need this checkbox field to implement conditional logic for showing/hiding certain terms and conditions in the document.

Has anyone encountered a similar issue, or does anyone have advice on how to query the checkbox field to make sure the data is included in the XML?

Thanks in advance for your help!

 

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