CLM - Enable filtering by user group on CLM user reports

Categories:CLM

Forum|Forum|1 year ago
June 3, 2025
2 replies
80 views

In CLM, any report that based on users has only one filtering option - to exclude deleted users. We would like to use a user report to list users in a group of approvers, however, we have no capability to filter the list to the users in a particular user group.

We would like to be able to limit the list to users in a user group. The list is then used to populate a list of values in a form field.

CLM

M

Melanie.Panguito

Docusign Employee

Hey @JanetG,

Thank you for sharing your Idea with us. Your contribution is valuable and we're glad to have you as part of the Docusign Community!

Our CLM team confirmed that your request is achievable with existing functionalities. Here's their response: "dynamic attribute type allows to populate a list of users from a specific group and the attribute can be linked to a doc gen field. Another option is to generate the report of all the users and implement a workflow to run against the report to keep users in that specific group. Use smart rule to trigger the workflow when the report is refreshed so the whole mechanism could be automated."

We appreciate your input and want to assure you that we're here to support you. Please keep the ideas coming and let us know if you need further assistance. Thank you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, don’t forget to click “Best Answer”!

mshealy

Established Contributor

This is a work around but not an adequate solution.

Denise

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.