We are trying to pull the data of below records
Source Object -----→ Reference Object (Lookup Parent) ----→ Child of the Reference Object
Custom Object ------→ Contact -----------→ Contact related items
The above is the data structure in salesforce we are working with and stuck on pulling the Contact related items, we are using DocuSign Gen Template.
Best answer by marco.tanglao
Hello
Thank you for reaching out here in Docusign Community.
This might help you on how to pull the data of the records that you’d like to pull.
Learn About Adding Child Objects to a Gen Template
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Marco Paulo | Docusign Community Moderator
Hello
Thank you for reaching out here in Docusign Community.
This might help you on how to pull the data of the records that you’d like to pull.
Learn About Adding Child Objects to a Gen Template
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Marco Paulo | Docusign Community Moderator
Hello
I hope you are doing well.
I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.
If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.
Otherwise, let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Marco Paulo | Docusign Community Moderator
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