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Hello everyone,  

 

We have integration with Docusign e-Signature using DocuSign App Launcher(DAL).  I am working on building a DocuSign envelope template a requirement to build a Docusign form for the attached government form, and there are some questions in the form, like Gender and Martial Status, that are checkbox groups on the form, but the mapped questions on Salesforce object are single picklists with different values, for example: 

The values of the Gender question on the form are: Male, Female, Trans, Other, Prefer not to disclose 

The values of the picklist field on the Salesforce Lead object are: Man (Cis or Trans), Woman (Cis or Trans), I use a different term to describe my gender (e.g., non-binary), Prefer not to say 

 

I tried to set up this mapping, so once the signer selects 'Male' on the form and signs the form, the Gender salesforce picklist field is updated with 'Man (Cis or Trans)' as an example. 

 

Does anybody know if this is possible with this integration?   

 

Thanks 

Hi ​@aalamour1981  — thanks for raising this.

Upon checking, docusign esignature merge fields can only map to Salesforce fields of the same type. So, trying to map a Docusign checkbox to a Salesforce picklist isn't possible out of the box. One workaround idea that requires some Salesforce customization is to make sure the eSignature checkboxes are set up as merge fields mapped to Salesforce checkboxes, then set up a Salesforce Flow to update the Salesforce picklist fields based on the SFDC checkbox values that DS updates on writeback.
 

Let us know if you have more questions—we’re always here to help.

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

Hello ​@aalamour1981,

 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

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