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How Do I use data entry from recipient 1 for formulas activated by recipient 2?

  • March 10, 2026
  • 1 reply
  • 13 views

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I have a field where recipient 1 is tasked to enter data.  Let’s call this data “Subtotal”.  I’d like to be able to utilize the data in this field when a modifier is chosen by recipient 2 via checkbox.  Let’s call it “10% off coupon”.  Ideally, a simple formula field could calculate 10% off the subtotal when recipient 2 checks the box.  However, the issue that I’m running into is that the data entered by recipient 1 is not available to be used in formulas when activated by recipient 2.  How can this be accomplished?

1 reply

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Hi ​@Zebmay,

Welcome to Docusign Community, thanks for your question!

At the moment, DocuSign formula fields don’t work across recipients. It calculates values based on inputs assigned to the same signer.

Hope this helps bring a bit more clarity. Let us know if you have questions, we've got you!

 

Sincerely,

Melanie | Docusign Community Moderator
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