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Hi,

I have a form where the technician will first complete their section, entering values related to labor costs. After that, the parts department will fill out the pricing for parts. Finally, the manager will review the form and add any additional information.

In the manager section, there’s a field that needs to automatically calculate a value based on one input from the technician and one from the parts department. However, when I try to create the formula, those earlier fields don’t appear as available options likely because they were filled out by previous users in the workflow.

How can I set this up so that the calculation field in the manager section can access and use values entered earlier by the technician and parts department?

Hello ​@Jmcg,

Thanks for reaching out here in the Docusign Community—great to have you here!

Currently, Docusign does not support formula fields across signers; you cannot create a formula field that references or combines fields completed by different recipients, and this also applies to collaborative fields, as explained in this support article: Formula Fields and Collaboration

If anything’s unclear, let us know—we’ll get it sorted out

 

Sincerely,

Jenny | Docusign Community Moderator

If this cleared things up, you can mark it as "Best Answer" so others can find it, too.

 


Hello ​@Jmcg,

I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Jenny | Docusign Community Moderator


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