Conditional Formatting - Salesforce/Conga Composer/Docusign Integration

I'll get you started on the script and where you can go to get the education to do a lot of the work. I can then help you with troubleshooting your script.

1. Get the sample button code that DocuSign provides here:
2. Save this via a text/code editor in your personal code repository as a .js file.
3. Login to DocuSign and navigate to your Template to get the Template ID:
4. Copy this Template ID
5. Open your sample button code in your text/code editor and search for the following: DST = '';
6. Enter a new line before this text so that it is now on its own line
7. Paste your Template ID
8. Save your file. You now have the Template ID to reference during your sending

As to the conditional logic, you can learn about JavaScript conditional logic here: https://www.w3schools.com/js/js_if_else.asp

You can read about how to reference Salesforce objects and fields here: https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_access.htm#!

You'll also need to map Salesforce fields to DocuSign Merge Fields for Salesforce. You can read about how to do this here: https://support.docusign.com/guides/dfs-user-guide-create-merge-fields-user

You can read about how to add these new Merge Fields to your Template here:

Once you have these steps completed and have a button script, post it here and I'll help you further.

Good luck and talk again soon.

Take care,

Arash Sayadi