I need to create a formula that totals the amounts from three text fields with numerical validation. The rub is that each of the text fields is completed by a different signer (different role). DocuSign keeps telling me there is an error in the formula field, but I have triple-checked the syntax and field names. I am left to think there is an issue with creating a formula using the values from three different roles.
Notably, the text fields are set for collaboration.
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I apologize for any inconvenience this might cause you, can you provide the error message or a screenshot of the error?
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Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Formula fields across signers are not supported by Docusign eSignature, which includes collaborative fields as mentioned in this Docusign Support article.
Note: Collaborative fields cannot be used in the definition of a formula field. When you set up a formula field, fields marked for collaboration are not included in the list of fields to use. If you apply collaboration properties to a field that is referenced in a formula, you will get an error when trying to send the envelope or save the template.
For more information on collaborative fields: Collaborative Fields.
Well, this is a disappointment.
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Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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