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I have a service agreement that can be filled out by 1 of 9 school districts. I have a dropdown on a webform with the 9 districts as choices. This is the functionality I want to achieve:
- When a district is selected from the dropdown, the district information (address, city, state, zip, etc.) is automatically filled.
- The recipient for the signature is different depending on the district. I want the signature request to go to the superintendent of whichever district is selected in the form field.
Is this possible? Is there another way to set this up to achieve the functionality I am looking for?
Solved
Webform: Dynamically fill fields and select recipient
+1- Conversation Starter
Best answer by Ma.Cubio
Hello
Thank 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.
Yes, the setup you described is possible in Docusign. For the part where the envelope should be sent to the correct superintendent, you would need to use advanced recipient routing. This feature enables you to create rules that automatically route the envelope to the corresponding superintendent based on the selected district in the form.
For automatically filling in the district information such as address, city, state, and ZIP, you can use conditional fields on your template. You can create a separate set of address fields for each district and configure them to appear only when that district is selected from the dropdown. This ensures that the correct information is displayed automatically.
You can also choose to display these fields during the questionnaire if you want the signer to review or update the information, but this step is optional.
If 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 Moderator
If this helped, feel free to Like👍and click "Best Answer"c
- Community Moderator
- Answer
Hello
Thank 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.
Yes, the setup you described is possible in Docusign. For the part where the envelope should be sent to the correct superintendent, you would need to use advanced recipient routing. This feature enables you to create rules that automatically route the envelope to the corresponding superintendent based on the selected district in the form.
For automatically filling in the district information such as address, city, state, and ZIP, you can use conditional fields on your template. You can create a separate set of address fields for each district and configure them to appear only when that district is selected from the dropdown. This ensures that the correct information is displayed automatically.
You can also choose to display these fields during the questionnaire if you want the signer to review or update the information, but this step is optional.
If 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 Moderator
If this helped, feel free to Like👍and click "Best Answer"c
+1- Conversation Starter
Hello
Thank 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.
Yes, the setup you described is possible in Docusign. For the part where the envelope should be sent to the correct superintendent, you would need to use advanced recipient routing. This feature enables you to create rules that automatically route the envelope to the corresponding superintendent based on the selected district in the form.
For automatically filling in the district information such as address, city, state, and ZIP, you can use conditional fields on your template. You can create a separate set of address fields for each district and configure them to appear only when that district is selected from the dropdown. This ensures that the correct information is displayed automatically.
You can also choose to display these fields during the questionnaire if you want the signer to review or update the information, but this step is optional.
If 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 Moderator
If this helped, feel free to Like👍and click "Best Answer"c
We have purchased the advanced recipient routing feature and that is working fine. Am I understanding correctly that I have to create a separate set of fields for each district rather than just use one set of fields and populate the data based on the district selected in the dropdown? That sounds like a headache (and an incredibly messy PDF template with 9 overlapping fields in multiple places).
- Community Moderator
Hello
Yes, you will need to create a separate set of fields for each district and apply conditional logic so each set displays only when its corresponding district is selected.
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
- Community Moderator
Hello
How are you? I'm checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.
If you encounter any issues, we're happy to assist you with them here. Wishing you a smooth rest of your day!
If 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 Moderator
If this helped, feel free to Like👍and click "Best Answer"
+1- Conversation Starter
Hello
How are you? I'm checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.
If you encounter any issues, we're happy to assist you with them here. Wishing you a smooth rest of your day!
If 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 Moderator
If this helped, feel free to Like👍and click "Best Answer"
It sounds like this is going to be turned into a feature request because the current method is ridiculous. I can’t imagine creating that many overlapping fields on several thousand documents by hand.
- Community Moderator
Hi
We love hearing how Docusign could be even more useful. The best place to share this kind of idea is on our Ideas board: Submit a feature request
That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features and where you can also vote on ideas from other members.
We appreciate your input and hope you’ll keep the ideas coming.
—
Ma. Cassandra | Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!
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