Conditional Field rules not saving in salesforce

Hello ​@NathanM ,

Thank you for reaching out to the Docusign Community. 

The workaround is for you to set up the template in eSignature with all of your desired anchors/autoplacement text, and conditions. Then, the user would use Gen to produce the document, and then during the envelope creation process the user would need to progress to the "Add Fields" step and have to manually choose the "Apply Template" option, where they would then select the server template and apply it on top of the document that Gen produced.

I recommend that you work with your sales team to help scope a Professional Services engagement if you need more in-depth consulting and hand-holding through the process.

I hope this helps. Please "Select as Best" below if you find the answer to be useful.
 
Best regards,
Marco Paulo| Docusign Community Moderator

Hello ​@NathanM,

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,
Marco Paulo | Docusign Community Moderator

Hello ​@NathanM,

I hope you are doing well. 

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? 

It helps other community members who might have similar questions. Thank you!

Best regards,
Marco Paulo | Docusign Community Moderator