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Hello, I created a new Docusign envelope template in SalesForce and I have this error message “Source object is blank”.  I created this template using the “Clone” button from an existing template.  Also, I notice the “Main Data Source” column is blank for the cloned template, but not for others.  I think this clone feature is broken.  There is no screen I can find where I can make this selection.

 

Hello, I created a new Docusign envelope template in SalesForce and I have this error message “Source object is blank”.  I created this template using the “Clone” button from an existing template.  Also, I notice the “Main Data Source” column is blank for the cloned template, but not for others.  I think this clone feature is broken.  There is no screen I can find where I can make this selection.

 


The “Clone” button i was using is Salesforce native and does not work for my situation.  For cloning these templates you should use the export/import option.