Topic
How to add a dynamic drop-down, which can be checked when filling out the form, to a list of child records with DocuSign delivery.
Instructions
There are 2 options for custom fields in a Docusign Delivery Option:
Option 1:
Create and Configure Custom Fields and logic in the account or in combination with a DocuSign Template:
1. https://support.docusign.com/en/guides/ndse-user-guide-custom-fields
Option 2:
Drawloop Secure Fields: https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/CreateSecureFields.htm?
- Create Secure fields under the Recipient (as many there ever might need to be in Child Object). Each Secure field has to be created in a separate Group and numbering as per the Secure fields (for example dl.picklist.1. or dl.picklist.2.).
- Insert Tag into the template from Field Tagger only for the 1st picklist and in MS Word (Insert -> QuickParts -> Field ) change the number to AutoNum. This ensures that after the replication is done the number will rise with the number of records in the replicated list.
- Change the color of the tag to white because DocuSign tags from secure fields do not disappear after Running DDP’s, which will confuse the background text.