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I originally created a template and after testing it successfully, I decided to make it a Web Form. Everything so far has populating correctly, except one formula. The formula calculates based on the value from a drop-down * another formula. What should I modify to make it work successfully with this Web Form?
Solved
Web Form Template field formula isn't working correctly
+5Best answer by Laronda
Response from support: For technical reasons related to data processing, when a web form dropdown contains purely numeric values (e.g., 100, 250, 500), our system automatically adds an underscore prefix (_) to the value. This means the data passed to your template is not 100 but _100.
This automatic change causes a mismatch for any formula fields on your template designed to perform calculations using a number. The calculation fails since the formula receives a text string (_100) instead of a numeric value (100).
+18- Docusign Employee
Hi
Currently, Formula Fields are not directly available within DocuSign Web Forms for the initial form-filling experience. In this scenario, you will need to configure your formula field directly in the Template. This would be the correct procedure when adopting Formula fields in WebForms.
Did you create your template this way? Could you describe whether the fields mentioned (DropDown and the other Formula Field) return results?
+5Yes, the formula was created in the template and using the dropdown times the other formula worked as a template.
+5
Is there a way to test it without activating the web form? The value is showing as incorrect after it goes from the web form to the template for the signature and review.
+5The drop-down values selected from the Web Form are not showing correctly on the document when a signature is needed.
+18- Docusign Employee
Is there a way to test it without activating the web form? The value is showing as incorrect after it goes from the web form to the template for the signature and review.
Hi @Laronda !
Sorry about the delay in this reply!
About your question to test without activating the web form, yes there is an option. Unfortunately formula fields can’t be tested on “preview mode” during the envelope preparion, however you can test it by sending this template to you directly to sign - we strong recommend you to performs all tests using your demonstration environment to avoid extra charges.
About the drop-down field not showing the same results, this would need an extra troubleshooting by comparing the field datalabel to double-check why this is happening. Did you create this drop-down on our template or direct on your webforms?
Finally, I would suggest you two possible solutions to get a better assistance:
- Submit a case to our Customer Support team. They will be able to assist you directly, and depends your support plan purchased, they can also provide you a live-assist in a meeting (sharing screen): Open a case in the Docusign Support Center
- Watch our free recorded/live webinar about WebForms: https://dsucustomers.docusign.com/page/all-courses?q=web%20forms#content-types_webinar,languages_english,topics_esignature
+5I see that the values of the drop-down on the template are different after using the web form. The values in the drop-down are being changed to the API values from the web form. The edit of the drop-down doesn’t give the option for all three values - Options, Values and API values, so it is writing over the values and the formula isn’t working correctly.
I’ve logged a case with Support. Thank you.
Laronda
- Community Moderator
Hello
I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day!
Regards,
Jenny | Docusign Community Moderator
+5Hi
+5- Answer
Response from support: For technical reasons related to data processing, when a web form dropdown contains purely numeric values (e.g., 100, 250, 500), our system automatically adds an underscore prefix (_) to the value. This means the data passed to your template is not 100 but _100.
This automatic change causes a mismatch for any formula fields on your template designed to perform calculations using a number. The calculation fails since the formula receives a text string (_100) instead of a numeric value (100).
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