We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields.
Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d.
I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set.
Can anyone help with that?
Best answer by marco.tanglao
Hello @jchmielak,
Thank you for reaching out here in Docusign Community.
All field access for Gen has to be set on integration user. Sender doesn't need to have field access for Gen to work as expected.
Read Access only is enough for Gen to work as expected.
Permission set with field access, when assigned to the integration user, works with Gen.
So the integration user should have the needed permission set to modify the field but the users should only need Generator access in DAL > User Management.
If you found the 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, Marco Paulo | Docusign Community Moderator
Thank you for reaching out here in Docusign Community.
All field access for Gen has to be set on integration user. Sender doesn't need to have field access for Gen to work as expected.
Read Access only is enough for Gen to work as expected.
Permission set with field access, when assigned to the integration user, works with Gen.
So the integration user should have the needed permission set to modify the field but the users should only need Generator access in DAL > User Management.
If you found the 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, Marco Paulo | Docusign Community Moderator
Thank you for reaching out here in the Docusign Community. We apologize for this unexpected error that interrupts your workflow.
Usually, this error stems from the user not having the necessary access to certain fields.
In this case, it would be best to open a support case with us. This will allow you to schedule a call or meeting with one of our support representatives who can share a screen with you and help troubleshoot the issue in real-time. Open a case in the Docusign Support Center
Thank you for your cooperation. Let us know if you have any questions.
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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
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