Limit Salesforce picklist alues in docusign dropdown

Question

We have a Salesforce object with a few record types. The object has a picklist with just few values available per record type.

When have configures a template per the object record type in Docusign. I created a merge field that would write back to the salesforce picklist. I provided values I wanted to see in the list value yet I always see all possible values for the picklist.

Is there a way to narrow them down just to the one I have configured on the template?

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Best answer by mrave 23 April 2024, 14:45

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mrave · Accepted Answer

@MonikaThis is expected behaviour, it will list all the values from Salesforce in the dropdown field, when you connect them. You are unfortunately not able to narrow down or filter the list in Docusign eSignature by record type.

Limit Salesforce picklist alues in docusign dropdown

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