Contact custom field on order entity

Hello @mridha,

Thank you for reaching out to the Docusign Community.

To clarify, you want to assign this custom field to a specific recipient when creating the envelope with Dynamics 360 correct?

What type of field is this value? For example is it a text field or a numerical field?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello Christopher,

This custom field is a contact lookup field. I want the contact lookup that pops up when I click “Send with Docusign” to pull the contact from this custom lookup field when there is a value. Let me know if you have any more questions.

Thanks,

Mustafa Ridha

Hello @mridha,

Thank you for reaching out to the Docusign Community.

The field needs to be shown in the envelope document correct? or is it more live an Envelope Custom field? Custom Fields for Envelopes. Envelope custom fields are used to classify, record, and track information about envelopes sent for signature. The sender enters field values when preparing an envelope. Envelope custom fields and their values are not shown to recipients during signing. However, the fields and their values can be seen in the Certificate of Completion by all with access to it. Certificate of Completion access can be disabled for your account. Contact Docusign Support for more information.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi @mridha,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.