Salesforce checkbox merge fields cannot writeback?

Forum|Forum|1 year ago
October 10, 2024
13 replies
449 views

From poking around a bit, I have come to an understanding that DAL does not support using checkbox fields from Salesforce as merge/writeback fields. Is this true? If so, this seems like a major oversight, especially considering the fact that something like this was possible with the Legacy Docusign integration.

We use a number of checkbox fields that we would like to merge/writeback via Docusign contracts, but it seems like there are no solutions other than “change to picklists” i.e. change our entire data model. Has anyone found a workaround? Are there any plans to implement checkbox merge fields?

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Z

zgoldberg

Author

Active Voice

Ah, sorry. I’m using Docusign Apps Launcher v6.9, but we also have DocuSign DocGen installed in the org, as well as an older Legacy version of Docusign Connect. There’s a chance that’s where these options are coming from, but I’m not sure I can provide more help than that.

E

Erick

Newcomer

@zgoldberg I see. Thank you for aswering.

Jesse.Morgan

Docusign Employee

Hi everyone! I wanted to let you all know that the latest version of the Docusign Apps Launcher has been enhanced to now allow you to set up Docusign checkbox fields as merge fields that can pre-fill and also write-back a checkbox value from the mapped Salesforce field. 😁

Jesse Morgan | Principal Solution Architect, Docusign. Please click "Select as Best" if you find the answer a valid solution to your issue.

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