Dynamic Routing Groups

Categories:Developer Experience

Forum|Forum|1 year ago
July 7, 2025
2 replies
70 views

I would like to propose the ability to have dynamic routing groups in DocuSign. Currently, in a template, I can save a role without a name or email address, to be entered later via the API. However, with a routing group, there is no way to save it without the name and email address.

In my use case, I am populating the recipients when the envelope is generated from the template via the API. I only want the envelope to go to certain signers if a checkbox is checked/unchecked. If I try to save the routing group with a name and email address and then try to set it via the API, it creates a duplicate signer and throws a ONESIGNALLSIGN_NOT_SATISFIED error, despite having fields assigned to each role.

Raileen.Del

Docusign Employee

Thanks so much for your idea, @LanaB. After review, we found that this request can likely be accomplished using existing features within Docusign.

Are you generating the envelope via the API, then adding the routing recipient in the template preparer in the Docusign UI? If that’s the case, I would use the API to create the conditional recipient object, with the routing filters. That way, the conditional recipient information can be set dynamically, and will not create a duplicate signer.

Here is some resources to help you:

Let me know if that works for you! Happy to help if you run into any issues.

Raileen.Del

Docusign Employee

Idea Submitted→Existing Functionality

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.