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Idea Submitted

Envelope Custom Fields functionality

Categories:Admin ToolsDeveloper ExperienceeSignature
  • January 29, 2026
  • 0 replies
  • 4 views

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we have only two custom envelope tags that do not share commonalities for usage - one is for member facing data and one is used for internal data.  They are both envelope fields, required, and show.  What I would like is to have the option to disable these at the template level as only one would be needed with the other having a static “N/A” at all times.  

Example - if a user is requesting travel, they would need the “Traveler name” fields but not the “member number” field - I would want to be able to prevent the “member number”  envelope custom field from even being on the template.  

 

I have been advised that this not currently an option but to make the enhancement request.

 

Thank you