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Legacy User
May 16, 2023
Solved

Allow filed updates when envelope sent from a record not owned by the user.

  • May 16, 2023
  • 5 replies
  • 82 views

Our use case requires team members to be able to send an envelope from a colleagues opportunity without the need of teams / changing owners.

The envelopes can be sent without issue, however the field update fails. We are not wanting to grant Opp Teams or complex sharing rules.

I am assuming there is a custom setting we can invoke to bypass this? As the package appears to be using user record access rather than a system permission to update the fields.

Anyone found a way around this?

Best answer by Community Expert

Hello,

Is it feasible for you to review the possibility to update your DocuSign Package? the current version is over 5.1.

Please see https://support.docusign.com/s/document-item?bundleId=srl1586134368658&topicId=hkh1622610912812.html&_LANG=enus

  

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

5 replies

Legacy User
May 16, 2023

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, but could you provide the current version of the DocuSign for Salesforce package that you are using?

  

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

Legacy User
May 16, 2023

DocuSign 3.5

Legacy User
May 16, 2023

Hello,

Is this the DocuSign Apps Launcher or the legacy DocuSign for Salesforce?

  

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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

Legacy User
May 17, 2023

Hi.

Apps Launcher

Docusign Employee
May 18, 2023

Hello,

Is it feasible for you to review the possibility to update your DocuSign Package? the current version is over 5.1.

Please see https://support.docusign.com/s/document-item?bundleId=srl1586134368658&topicId=hkh1622610912812.html&_LANG=enus

  

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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