Lookup to case from case contact (custom object)

Hello @Manoj Baldaniya ,

Welcome to the Docusign Community and thank you for posting your concerns!

My apologies, I don’t think I fully understand your issue. You are setting up a Related List but you are looking for an option to have the sender select the case contact, is that correct?

If so, can you provide the version of the package you have installed? Quick finds > Installed Packages.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

Hi Nathaly,

What ever you have understood is correct and version is 6.7.

This is custom button button code just for you reference:{!URLFOR(IF($Site.prefix == '/s','/apex/dfsle__sending', $Site.Prefix +'/apex/dfsle__sending'), null, [sId = Case.Id, contactId = Case.ContactId])}

May be this could be the reason for the issue: ContactId  as this is standard  object where as we are using custom object ‘CaseContact’ (API:Relevant_Case_Contact__c)

When I tried to use this code it is giving syntax error

{!URLFOR(IF($Site.prefix == '/s','/apex/dfsle__sending', $Site.Prefix +'/apex/dfsle__sending'), null, [sId = Case.Id, contactId = Case.Relevant_Case_Contact__c])}

Scenario is if a particular case has 4 related case contact then user should able to click DocuSign button then choose right template then should ONLY able to choose from those 4 related case contact as recipient of DocuSign. 

Hello @Manoj Baldaniya ,

Thank you for reaching back and apologies for the delay. 

I’m currently working on your issue with a colleague, so the sID and the contactID in the URLFOR button must match which is why it is not working and throws an error. As far as the actual issue, do you have a screenshot of what the recipients look like when pulled into the envelopes?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi Nathaly, 

When I click on send with DocuSign button following screen appears also I’m still not clear about you mentioning sID and the contactID must match with whom?

Just one more question here is 

FOLLOWING MERGE FIELD ARE NOT WORKING in template body I’m trying to get case number dynamically in each template. now we have button on case contact object (custom) and NOT on case case contact and case has lookup relationship.

{!Relevant_Case_Contact__c.Case.CaseNumber}.

[[Data: Case__c]]

{! Relevant_Case_Contact__c.Case.Thread_Token}

{!Case.Thread_Token}

Hello @Manoj Baldaniya ,

Thank you for reaching back.

The syntax is salesforce specific, not Docusign. And we can’t help provide guidance without knowing the exact object mapping of how the data is related to your source object.

Also, are you trying to pull in those details into an email subject or email body message? That’s the only place that merge field syntax would work in the context of eSignature For Salesforce.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!