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Our client is integrating ServiceNow with Docusign for a form signature flow. Created a docusign template and assigned all the necessary fields to recipients. The template has a table and it needs to be populated with data from ServiceNow and the number of rows in that table is also dynamic and determined by the data from ServiceNow. I need help on how to configure this table in template whether to create each row as custom field and assign it a label or is there a better way to configure it. 

 

@Sbhuvan 

To handle a dynamic table in a DocuSign template where the number of rows varies based on data from ServiceNow, here are some options and best practices:

Static Field Configuration: You could pre-configure each row as a custom field in the DocuSign template, assigning each row a unique label (e.g., Row1_Item, Row2_Item, etc.). However, this approach may not scale well if the number of rows is highly variable, as it requires anticipating a maximum row limit and manually setting fields for each.

Composite Templates: Using DocuSign’s Composite Templates and API, you can create documents dynamically before sending them for signature.

Another effective method, especially when dealing with dynamic rows, is to generate the table outside of DocuSign (e.g., as a PDF) with ServiceNow, and then include it as part of the DocuSign envelope as an attachment or a new page. This way, ServiceNow handles the complexity of creating a table with a variable number of rows, while DocuSign simply manages the signature fields.

 


@JohnSantos

Thanks for reply and suggestions. 
Generating the table in ServiceNow and including it in envelope is a great alternative , will give it a try. 


​Hi ​@Sbhuvan,

 

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Alejandro R. | Docusign Community Moderator   

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