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Digital Collaborator
August 31, 2026
Idea Submitted

Add "Lookup" and "User List" custom field types

Categories:Agreement Manager
  • August 31, 2026
  • 0 replies
  • 2 views

Currently, custom field types in Docusign are fixed, which limits how workflows can be set up for reporting and notifications. I'd like to propose two new field types:

1. Lookup field
Allow admins to import a reference list (e.g., via CSV) containing a code and description — similar to a lookup table. Users would select a code from this list when filling in the field, and both the code and description would be available for use in reports and Insights.

Use case: Cost center codes, project codes, department codes, etc., where the value needs to map to a standardized, centrally maintained list rather than free text.

2. User List field
Allow a field to reference a Docusign user or an email address (e.g., "Budget Holder"), selected from a list rather than typed manually.

Use case: Assigning a budget holder, approver, or responsible party to an agreement, so that this person can be automatically notified — for example, via Insights or reporting — when a related event occurs (expiry, renewal, threshold reached, etc.).