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How to map the picklist in Salesforce to Radio Buttons in DocuSign


I have a field in Salesforce that is a picklist type (dropdown list). When a user picks an option from the picklist, and selects the "send with DocuSign" button in Salesforce, I want to have an appropriate radio button to be selected inside Docusign.

radio buttons in DocuSign -> picklist in Salesforce


Solution

  • Create the DocuSign Custom Radio Button Group

    Then create a custom DocuSign connect object