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​When streamlining  your document workflows in CLM you want to ensure consistency in your data entry and validity. In that case, you more than likely will find the Dynamic Attribute Dropdown field type extremely useful !

 

A Dynamic Attribute Dropdown allows you to create a dropdown menu to enable lists that source valid values from a chosen object.

 

Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how CLM Administrators can Create a Dynamic Attribute Dropdown in Docusign CLM.

 

 

Key Take-aways:

  • Dynamic Dropdowns attributes help ensure consistency in your data entry and validity.
  • The Administrator will not need to be the person updating referenced objects
  • Many types of objects can be referenced thanks to the syntax list in the article below
  • You can link fields on a Document Generation form to the created Dynamic dropdown attribute fields

 

Additional Resources:

For further information about the Dynamic Dropdown Attribute field feature, check out the following article:

Dynamic Attribute Dropdowns in Docusign CLM

We also have instructor-led courses on many other topics. Please visit our live training calendar and register for a course today !

 

Continue the Conversation:

How have you or your team used the Dynamic Attribute Dropdown fields ? We’d love to hear from you. Please also feel free to ask any questions in the comments.

 

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