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Date format using while sending document from Salesforce

A
Newcomer
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Hello team,

 

We have a requirement where we have to mention envelope expire date in Subject or in Body of the email, solution I could think of creating a formula field(Deadline) , and using that in Subject (or body). As per regional settings Salesforce date format is DD/MM/YYY , and also earlier regional settings in Docusign was as per USA, I updated to DD/MM/YY, still Date format is in YYYY-MM-DD format 

OR do we have anyother option to mention expire date in Subject or body?

 

Can anyone please help what could be the issue here??

 

Thanks

Best answer by Pawan Gangwani

Okay Then you can create the date field on doc gen and select the date format.
second task would be  capture the date in the workflow and store in the text type variable.
last to pass the same variable in the eform or if you are directly writing the content in the step properties.

If you need any help, Let me know.

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4 replies

Pawan Gangwani
Rising Star
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Hello @AmitV, Hope you doing great.

So I have one question, Are you filling the expiry date on document generation form or it is coming from salesforce?
 

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A
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  • AmitVNewcomer
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  • June 14, 2024

Hi @Pawan Gangwani , thanks for responding, as I mentioned , I have created a formula field (Deadline__c) on opportunity object, which I am using as a merge field {!Opportunity.Deadline__c} in the Email subject . So answer to question, it is coming from Salesforce.

Pawan Gangwani
Rising Star
Forum|alt.badge.img+13

Okay Then you can create the date field on doc gen and select the date format.
second task would be  capture the date in the workflow and store in the text type variable.
last to pass the same variable in the eform or if you are directly writing the content in the step properties.

If you need any help, Let me know.

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
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  • nathaly.mongeCommunity Moderator
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  • June 28, 2024

Hello @AmitV ,


If you found the provided 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,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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