Using ECF on other Web Form pages

Question

Normally the ECF on the template helps us organize envelopes that are being backed up using the Agreement Rules. However now we are using Web Forms, but it looks like the ECF can only be put on the Pre-fill page. The problem with this is that we are using web forms so that our employees won’t have to have an account in Docusign but still fill out forms. Therefore having the ECF on the pre-fill page is not an option.

On the web form, there is the option for “Save as envelope custom field” on text and drop-down fields on the pages that are not Pre-fill. When it is selected and the web form is activated, the ECF isn’t being updated so the Agreement Rules are not working. Does anyone have any other suggestions or helpful ways to make the ECF work from the other pages?

Ma.Cubio · Answer

Hello ​@LarondaThank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.You are correct that Envelope Custom Fields (ECFs) typically work best when placed on the Pre-fill page of a Web Form. This is because data is collected on the pre-fill pagebefore the envelope is created, allowing Docusign to map that information directly into the envelope metadata that powers Agreement Rules.Currently, when ECFs are placed on other pages within a Web Form, the data entered there may not automatically populate the envelope’s metadata. This can cause Agreement Rules not to trigger as expected. This behavior is a known limitation.Recommended options:Place the ECF field on the Pre-fill page, even when using Web Forms. This ensures the value is written correctly into the envelope.If your workflow requires the field to be on a later page, you may use the “Save as envelope custom field” setting, but please note that this may not update the ECF value consistently at this time.Alternatively, consider using a hidden field mapped to the ECF or updating the ECF post-envelope creation via API, if your organization supports this method.For more details, please review the following articles:Custom Fields for EnvelopesWeb Forms OverviewAgreement Actions and RulesIf you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!Sincerely,Ma. Cassandra | Docusign Community ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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