Question

Required checkbox group for DocuSign via secure fields in DocGen for Salesforce

  • 19 October 2023
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We have a DocGen for Salesforce package that is delivered via DocuSign and includes many custom secure fields (which in turn writeback to Salesforce via DocuSign connect). Several of these fields are checkboxes, many of which are part of the same “checkbox group,” meaning that at least one of the checkboxes within this set is required to be checked

I understand that individual checkboxes cannot be marked as required, but I’m wondering if there is any way to create a “required” checkbox group via DocuSign secure fields in this delivery method. If not, is there some kind of workaround that would allow us to generate a document that includes field sets like this in which at least one of the available options must be selected?

I know that DocuSign has a native “checkbox group” option but is there any way to leverage this via DocGen for Salesforce? What are my options?


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