Unable to access related list details and display them within a table dynamically on a DocuSign Envelope Template

Hi ​@Alekhya Arigela ,

The Docusign eSignature for Salesforce integration can’t produce dynamic tables. Meaning, it’s unable to dynamically generate 1 row if there’s only 1 related list record, or 5 rows if there are 5 related list records, etc. It assumes the underling document is static, meaning there’s a fixed number of rows. Within that context, you can certainly denote which related list row you want to merge in information from. Some customers who have a need to show up to 5 rows of data will build out the rows and merge fields, and set rows 2-5 to “read only” so that they disappear off of the document if there’s no corresponding related list record to pull in information from. So there is a workaround, but how to approach it and whether or not it’ll work for you depends on the use case and other technical or business requirements.

That said, Docusign also has another Salesforce product called “Docusign Gen for Salesforce” which allows for dynamic document generation, and it can certainly produce dynamic tables with a varying number of rows. This is a separate product that requires its own licensing. Many customers who have both Gen and eSignature will use Gen to produce dynamic documents (like ones with a varying number of table rows), then link that with their eSignature Envelope Template Configuration to pull in that most recently generated document into the “envelope” to then route for signature and/or other data collection.

Hope that helps!

--Jesse

Hi ​@Jesse.Morgan, 
Thanks for the detailed explanation provided.

Yes, I have started exploring DocuSign Gen to create a gen template using Microsoft word document. 
However, I’ve encountered a few challenges and would greatly appreciate your guidance:

1> I attempted to create a custom table and DocuSign signature field with XML tags as shown below, but unfortunately, it’s not working as expected:
<# <TableRow Select="/Opportunity//Clean_Energy_Applications__r//Clean_Energy_Application_Line_Item__r" /> #><# <Content Select="./CE_Quantity__c"/> #>

Just to clarify, Opportunity is the root object and has a lookup to the Clean Energy Application custom object.

The Clean Energy Application object has a related list of Clean Energy Application Line Item records, which I am trying to display in a table.

DocuSign signature field: <# <Signature Placeholder="\s1\" Hidden="true" /> #>

2>Is it possible to calculate and display the totals of column values for all the related CEA Line Item records in the last row of the table?
3> I tried linking the DocuSign Gen template with the DocuSign Envelope template.

• When designing the Gen template, if I place a DocuSign Signature field, how can I assign that signature field to a specific recipient defined in the signing order of the envelope template?
• My concern is that the DocuSign Gen template comes first, followed by the envelope template, so I’m unsure how to specify fields for a particular recipient when designing the templates.

I truly appreciate your help with this. Thank you in advance for your time and support!
 

Best Regards
Alekhya Arigela

Hi ​@Alekhya Arigela, 

I’m glad some of the guidance helped!

Re: #2 - 

Here’s an article that provides a bit more guidance on calculating numbers & values, and also how/why that “NaN” output occurs: 

https://support.docusign.com/s/articles/Learn-How-to-Use-XPath-Functions-to-Perform-Calculations-in-Your-Word-Based-Gen-Templates?language=en_US

Re: #4 - 

It looks like you’re trying to define the full data path when it’s already being defined by your TableRow tag. Simplify the data path, similar to how you fixed #1.

I hope that helps! If it does, please consider marking one of my responses as “best”. 

Thanks!

--Jesse