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

Question

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?

Melanie.Panguito · Answer

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 ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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