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Salesforce : How do you add an interactive table with information about a child object to a template envelope?

  • 19 March 2024
  • 3 replies
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How do you add an interactive table in a template envelope with information about the "Product" (standard salesforce object) associated with the Opportunity object? 
Is there a way to avoid creating a non-interactive table in Word?

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Hello @sarahdesousa, 

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that you want to add an interactive table with information about a child object to a template envelope.

 

Can you provide the current version of the DocuSign for Salesforce package 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 with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Derrick.Tran
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Hello @sarahdesousa,

 

Assuming you’re leveraging DocuSign Apps Launcher and leveraging Salesforce standard Opportunity Product Line Items, this is supported within an Envelope Template to make it interactive by Creating Salesforce Merge Fields. Salesforce Products can be confusing because they are conjunction objects. You have to make sure you’re mapping them appropriately within the DocuSign merge field.

This is how I mapped my merge field:

Here are the products related to my Opp:

When I use my Envelope Template, this is how they are displayed:

If you were to open the properties of one of these fields and collapse the Salesforce section, notice there is a value for “Salesforce Row”. This represents each product related to the Opp which means your envelope template will need to accommodate the maximum number of products you would expect to be related to an Opportunity.

On a separate note, most customers do not like this list to be interactive if they were sending out an order form for example. If there are adjustments needed to the products, that is typically done within Salesforce and then these merge fields are set to “read only” so no one can adjust them.

It all depends on your use case though. I hope this helps!

C
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Hi @sarahdesousa,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, 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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