Add a new “Lookup” attribute type to search and select cost center codes and descriptions
In Docusign CLM, we currently have standard Dropdown and Dynamic Dropdown attribute types for selecting values
However, these options are limited when working with reference lists (>35) such as cost center codes and descriptions.
Proposed enhancement:
Introduce a new “Lookup” attribute type that allows users to:
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Search and filter from a large dataset (e.g., cost centers, departments, vendors).
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Display both code and description columns for easier selection.
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Optionally pull data from an external or internal reference table (via API or data source link).
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Use this lookup field in Document Generation, Workflows, and Forms.
Example use case:
When generating a document, a user could type part of a cost center code or description (e.g., “44100” or “Marketing”) and select the correct entry from a searchable dropdown list.
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