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DocuSign / Salesforce - Require Merge Field when Checkbox Merge Field is Set

  • 12 July 2024
  • 2 replies
  • 21 views

Hi, is it possible to have a Text Type Merge field be required if a Checkbox Merge Field is set by the Signer? I know this can be configured by the user by creating a condition when reviewing the Envelope prior to sending, but I’d like to have this condition automatically applied by the system when it is generated as users will not remember to perform the task. I do not see the option when configuring the merge field. Any help would be greatly appreciated. Thank you.

 

Note: We are currently using ‘Docusign Apps Launcher’ for Salesforce. 

2 replies

C
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Userlevel 4
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Hello @Wes.Cooper,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you want to know if it is possible to set Require Merge Field when a Checkbox Merge Field is Set.

 

To better assist you, what is the current version of DAL that you are using?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some 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.

C
Rank
Userlevel 4
Badge +12

Hi @Wes.Cooper,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to 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.

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