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Powerform - Dropdown options of recepients

L
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Is there a way to give a dropdown menu of recipient options on a powerform?

I want to include in the template a list of options for the signee to choose from to send it to next.

Example - I click the link for a power form, fill in my information and then choose from a list of people to send it to next. 

Best answer by David.Schmitz

@lsnider Powerforms (and Templates) can use a feature called Conditional Routing (Aka Conditional Recipients), which means that a choice made by another Recipient can add other Recipients into the envelope workflow.  It would not be a dropdown on the Powerform Landing page but it could be a dropdown on the envelope document that is chosen by Recipient 1 which adds another Recipient into position 2 or 3 etc.   Here is a DocuSign article on the topic as it is an advanced feature and only part of some DocuSign Account types….

https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=aqm1578456487908.html&_LANG=enus

 

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D
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  • David.SchmitzValued Contributor
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  • 557 replies
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  • February 23, 2024

@lsnider Powerforms (and Templates) can use a feature called Conditional Routing (Aka Conditional Recipients), which means that a choice made by another Recipient can add other Recipients into the envelope workflow.  It would not be a dropdown on the Powerform Landing page but it could be a dropdown on the envelope document that is chosen by Recipient 1 which adds another Recipient into position 2 or 3 etc.   Here is a DocuSign article on the topic as it is an advanced feature and only part of some DocuSign Account types….

https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=aqm1578456487908.html&_LANG=enus

 

A
Community Moderator
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Hi @lsnider,

 

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? 

 

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,   

Alejandro R. | DocuSign Community Moderator   

 

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