Hello ​@aalamour1981 ,

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

I believe that the usage of related list can assist in identifying the needed child record and the needed field in that record: Add a Filter for Related List Recipients in an Envelope Template

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 ​@aalamour1981 - If your source object has a related list that has multiple records that you need to pull in information from via eSignature for Salesforce merge fields, then here’s what to do:
1. Create your template and merge fields.
2. On the “Place Fields” step, drag and drop the fields onto the document you’ve uploaded in your envelope template.

3. For the fields that are mapped to a field on the child/related list object, click on each field and you should then see a property panel open on the right hand side of the page. Look for the “Salesforce” dropdown, click on it, and you should see a text field called “Row” that allows you to specify which sfdc database row to pull in information for. So if you know you’ll have up to 2 rows of related list info to add to the document, you’ll need a field or set of fields where you’ve denoted “1” for the Row, and others with “2” for the Row. Etc.

Hello ​@aalamour1981 ,

If you found our response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

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