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Hi,

We have an envelope that includes two sections with dropdown fields.
We’re expecting to generate a report that displays the selected options from these dropdowns.

I tried using the Envelope Report with the Envelope Custom Field Contains filter, but it didn’t return the expected results.

Could you please advise on how to achieve this?

Thank you,

Angela 

 Hi ​@AngelaB   — thanks for raising this.
 

To achieve the results you need, you may download form data to a CSV file. The file contains rows for each field in the documents, with the envelope ID, the recipient's name and email, and the field name and any entered value. The Recipient Signed column represents the date and time when the recipient finished signing.

Note: The following fields are not data fields and so are not included when you view or download form data: Signature, Initial, Approve, Decline.

formdatacsv.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDgzNzk1ODgsInNoZWFmIjoib2VxMTY0MzIyNjU5NDYwNCJ9.ay77fH3wUjEbeWjUVtDR1iUPtvtjdqq5aCxA0MNfzsU&_LANG=enus

Note: You cannot download data from draft documents or documents sent to you by others.

  1. From the Agreements page, locate the envelope you want to review.
  2. Click the more actions menu for the envelope and select Form Data.
    selectformdataoption.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NDgzNzk1ODgsInNoZWFmIjoib2VxMTY0MzIyNjU5NDYwNCJ9.ay77fH3wUjEbeWjUVtDR1iUPtvtjdqq5aCxA0MNfzsU&_LANG=enus
  3. In the Form Data window, click Download CSV.

    The form data is exported to a CSV file and saved to your local Downloads folder.

 

As a disclaimer, form data is not applicable if you want to generate results for multiple envelopes.

For future reference, you may check this relevant article.
Download Form Data

Let me know if you need further assistance. Thank you!

 

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

 

You could do this in a roundabout way by making the dropdowns custom fields instead of standard fields and then using Retreive to grab all envelopes and their form data for those custom fields into a single CSV that you could then take into Excel/Google Sheets and do your count there via formula.  

Retrieve documentation

https://support.docusign.com/s/document-item?language=en_US&bundleId=oyh1657217277873&topicId=quo1715176441308.html&_LANG=enus

Hello ​@AngelaB,
 

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.

Reply


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