ChayceDuncan
Qrew Captain
Joined 3 years ago
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Docusign Pipeline Assign Signer
I need to use the Docusign action through Pipelines to upload a document for signature and have the actual signature tag auto-assign to the right spot in the document for each applicable signer but haven't been able to do so. I've tried every iteration of anchor tags that I can find in public forums and docs - but nothing gets picked up like I expect. When the document is upload - I can assign the actual signer but then they are prompted to drag the signature block onto the form and sign then. For the purpose of this question - I cannot use Templates so neither pipeline action for templates will suffice. I've tried Template Matching in Docusign but I'm not overly confident on the foolproof nature even if I could get it to work so likely not an option either. Essentially what are the options to upload an arbitrary document to Docusign and have the signers already mapped in the document?Re: Create Child Record, Save and then Edit button
Can you confirm if a record is actually being created via the addRecord or is the entire page just not doing as intended? Your best bet is to open your browser console and see if you have any syntax or other errors and start there. In all likelihood if it's hung it means that you have an error with something that you would be able to see in your console that is blocking your redirect to the editRecord form of the new entry.Re: Rich Text Pages
Are you still seeing this issue persist? Can you elaborate on 'how' your getting into the rich-text page itself? I don't often use Rich-Text Pages but I was able to get it to work without issue. Doesn't sound like an issue that would be tied to something specific - are you familiar with your browser console? Maybe see if something pops in there that could lead you to something. Otherwise support is your best optionRe: Conversion from textlist to text?
If you're using Multi-Select fields the easiest way to manage is just to do ToText([Mulitselect]) - then you can compare. Keep in mind that if you have multiple options you should be checking Contains() instead of "equals", since if you're looking for if option 2 is included then it may be the only option or one of several.
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