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How to tally Checkboxes

  • 1 February 2024
  • 2 replies
  • 19 views

I have a form where I have an evaluation attached, the user is required to answer a series of questions by choose 1 of 4 options per question and then tally up the total number of checkboxes chosen. Is this possible in a template? I know that there is a formula option but that seems to only be for numbers and dates that are being pulled into my template through a salesforce integration. The evaluations are solely in docusign and handed off to a provider after the client has gone through all of the consent forms. 

Hello @gebaker,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience that this has caused you, I know the importance of having the security that only you can sign the envelope; I understand that you want to know how to tally Checkboxes.

 

To better assist you could you provide the current version of the DocuSign for Salesforce that you are using?

 

Instructions on how to view the version of DocuSign for Salesforce your Salesforce organization is using can be found in the Setup of your Salesforce organization. This includes all DocuSign for Salesforce packages, such as DocuSign eSignature for Salesforce, Legacy DocuSign eSignature for Salesforce, and DocuSign for Salesforce CPQ. DocuSign for Salesforce - What Version of DocuSign eSignature for Salesforce Am I Using?

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi @gebaker,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance with this, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

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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