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Webform Phone Number Field Not Mapping to Template

  • August 20, 2025
  • 6 replies
  • 72 views
A
New Voice
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Hello,

 

I am working on a Docusign Webform connected to a template and I’ve run into an issue with field mapping. Specifically my Webform includes a “Phone Number Field” which is required under recipient connections (this is the phone number field type in webforms), but when I try to map it to a field on my template, it does not link. I believe this is because the phone number type field on the webform does not connect to a text field on a template. When I looked the template does not have a phone number validation field. 

 

I have confirmed:

  • the recipient roles match between the webform and template
  • Other text and email fields map correctly between the webform and template
  • The issue only occurs with the webforms “phone” type field.

 

Could you confirm if the webforms “phone” fields are supported for mapping to template fields? If not, what is the recommended approach to solve this? If I replace the webform phone field with a text field, it will no longer map to my recipient connections under webforms which is required. 

 

Thank you,

 

Ally 

Best answer by Ma.Cubio

Hello ​@a.21.kla 
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. 

Phone number fields are for stand-alone web forms only, not those tied to a template/envelope. For your reference, you may check this article: Add or Edit Properties for a Web Forms Phone Number Field.

Your recipients can add a phone number, including the country calling code, to a form. The country calling code is a string of 1, 2, or 3 numeric digits representing the country or region where the phone number is assigned. It displays on the form as a default.

Note: You can add the Phone Number field to a standalone form, but you can't add it to a template-based form.

You can add the Phone Number field and add or edit the country calling code using the following procedure.

  1. Create a standalone form or select one from the Web Forms list.
  2. Add the Phone Number field to the web form.

    Phone-Number-selection.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTU3OTE0MzIsInNoZWFmIjoiZ21pMTY2MDU4MzExMDM1NyJ9.Bor_YgVIhObXH2lvViE7-SV28Jv43s-rTsLufB58FC4&_LANG=enus

    The Phone Number field properties display on the Properties tab.

  3. Enter a descriptive name in the Field name field.
  4. Enter a description or instruction in the Field description field. This description displays on the field. For example:

    Phone-Number-description.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTU3OTE0MzIsInNoZWFmIjoiZ21pMTY2MDU4MzExMDM1NyJ9.Bor_YgVIhObXH2lvViE7-SV28Jv43s-rTsLufB58FC4&_LANG=enus

  5. To make the field Required, select the Required field toggle.

    The Required field changes color and an asterisk (*) displays on the Phone Number field in the center panel. Make the field optional by selecting Required field again. The asterisk disappears.

  6. To make the field read only, select the Read Only toggle.
  7. Select a default country calling code for the Phone Number field, if necessary. For example, the country code for the United States is "+1". At the Default value field:
    1. Select the down-arrow in the field.
    2. In the Search field, begin typing the country name to select the country calling code.

      The default country calling code is saved to the web form. If necessary, the recipient can modify it when they complete the form.

  8. Save the web form.

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"

6 replies

M
Community Moderator
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  • Ma.CubioCommunity Moderator
  • Community Moderator
  • Answer
  • August 21, 2025

Hello ​@a.21.kla 
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. 

Phone number fields are for stand-alone web forms only, not those tied to a template/envelope. For your reference, you may check this article: Add or Edit Properties for a Web Forms Phone Number Field.

Your recipients can add a phone number, including the country calling code, to a form. The country calling code is a string of 1, 2, or 3 numeric digits representing the country or region where the phone number is assigned. It displays on the form as a default.

Note: You can add the Phone Number field to a standalone form, but you can't add it to a template-based form.

You can add the Phone Number field and add or edit the country calling code using the following procedure.

  1. Create a standalone form or select one from the Web Forms list.
  2. Add the Phone Number field to the web form.

    Phone-Number-selection.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTU3OTE0MzIsInNoZWFmIjoiZ21pMTY2MDU4MzExMDM1NyJ9.Bor_YgVIhObXH2lvViE7-SV28Jv43s-rTsLufB58FC4&_LANG=enus

    The Phone Number field properties display on the Properties tab.

  3. Enter a descriptive name in the Field name field.
  4. Enter a description or instruction in the Field description field. This description displays on the field. For example:

    Phone-Number-description.png?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTU3OTE0MzIsInNoZWFmIjoiZ21pMTY2MDU4MzExMDM1NyJ9.Bor_YgVIhObXH2lvViE7-SV28Jv43s-rTsLufB58FC4&_LANG=enus

  5. To make the field Required, select the Required field toggle.

    The Required field changes color and an asterisk (*) displays on the Phone Number field in the center panel. Make the field optional by selecting Required field again. The asterisk disappears.

  6. To make the field read only, select the Read Only toggle.
  7. Select a default country calling code for the Phone Number field, if necessary. For example, the country code for the United States is "+1". At the Default value field:
    1. Select the down-arrow in the field.
    2. In the Search field, begin typing the country name to select the country calling code.

      The default country calling code is saved to the web form. If necessary, the recipient can modify it when they complete the form.

  8. Save the web form.

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"

A
New Voice
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  • a.21.klaNew Voice
  • Author
  • New Voice
  • August 22, 2025

How do I connect the phone number field on my webform to my template? 

M
Community Moderator
Forum|alt.badge.img+13
  • Ma.CubioCommunity Moderator
  • Community Moderator
  • August 22, 2025

Hello ​@a.21.kla 
Instead of using the Phone number field in your template, you may use the Number field or the Text field on the right-click “validation”, click the dropdown, and click custom. This will let you enter a line of code.
Here is the code for the phone number. 

^(\\([0-9]{3}\\)|[0-9]{3}-)[0-9]{3}-[0-9]{4}$

 

For more details on how to work with Data Validation and how to set Custom Data Validation, see:

Data Validation for Text Fields

Custom data validation

 

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"

A
New Voice
Forum|alt.badge.img+1
  • a.21.klaNew Voice
  • Author
  • New Voice
  • September 2, 2025

The recipient connections under the webform require it to be a phone number field type, but the template does not allow for it. How can I map my webform phone number field to both recipient connections and the template without having to add two phone number fields?

M
Community Moderator
Forum|alt.badge.img+13
  • Ma.CubioCommunity Moderator
  • Community Moderator
  • September 2, 2025

Hello ​@a.21.kla 
Have you tried editing your template and using either the “Text” or “Number” field before uploading it to the webform?
 

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

M
Community Moderator
Forum|alt.badge.img+13
  • Ma.CubioCommunity Moderator
  • Community Moderator
  • September 19, 2025

Hello ​@a.21.kla 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"

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