Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet?
I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one.
I have application forms that have several "Yes/No", or, required fields where an applicant must choose from a selection of choices. These fields are Radio Groups in DocuSign. The issue I am running into is merging/linking these fields when building the workflow inside the Smartsheet Lab DocuSign integration. These fields do not show up as options when mapping the fields. I am assuming this is because Smartsheet cannot determine which box is checked, however, each Radio Button in the group is assigned a value.
That being the case, the mapping integration, theoretically, should be able to be developed via Smartsheet by matching the Radio Group value to the Smartsheet data in the corresponding column.
Has anyone out there had any luck or found a workaround?
Comments
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Robert S. EmployeeHello,
Thanks for the question. I can confirm that the radio group field in DocuSign is not currently able to be mapped with the integration.
When a DocuSign field is mapped to a column in Smartsheet, the value that's in the cell for that column in the row that's selected is what's shown in the mapped field.
If I'm understanding correctly, you'd like to have specific values mapped as the possible choices for these radio buttons and these may be different for each row. If this is the case, one workaround for this would be to create the radio group with the number of buttons needed but no labels. You can then create text box fields for each button, and map them to columns in the Sheet (one column per text box) that will have the needed values in each row.
I hope this helps, but please let me know if you have any further questions on this or if i've misunderstood what you're looking for.
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Laura Bartlett ✭✭✭✭Hello!
Has there been any updates to this functionality? I am trying to get some sort of drop down, radio box or even a checkbox to sync up with smartsheet.
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Genevieve P. Employee AdminYes, you should be able to sync a Checkbox type of field using Document Builder! SeeDocument builder: Map sheet columns to a fillable PDFandCapture E-signatures with Document Builder
Cheers,
Genevieve
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=IFERROR(INDEX(DISTINCT(LOWER(<\/strong>COLLECT(.....................))<\/strong>), 1), \"//www.santa-greenland.com/community/discussion/31191/\")<\/p> I haven't tested it yet, but I feel like it should work.<\/p>"},{"commentID":386435,"body":" Right. There are already a number of posts here in the community detailing how to pull a distinct or unique list from another sheet via formula. It usually involves the formula above without the LOWER function. The number 1 would output the first distinct value. Changing that to a 2 will output the second distinct value, so on and so forth. I usually use a helper column with the numbers manually entered so I can apply it as a column formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":107674,"type":"question","name":"API PUT and Body help for Cell link from a cell in sheet \"a\" to sheet \"b\"","excerpt":"I am having trouble linking a cell from sheet a to b. I am new to using API and possibly just getting the call wrong? or the body. Any help would be appreciated. PUT: https:\/\/api.smartsheet.com\/2.0\/sheets\/4098048888098692\/rows\/1370574824361860\/cells\/259016080 Body: { \"cells\": [ { \"linkinFromCell\": {…","snippet":"I am having trouble linking a cell from sheet a to b. I am new to using API and possibly just getting the call wrong? or the body. Any help would be appreciated. PUT:…","categoryID":320,"dateInserted":"2023-07-17T16:23:24+00:00","dateUpdated":"2023-07-18T10:24:44+00:00","dateLastComment":"2023-07-18T16:45:05+00:00","insertUserID":135530,"insertUser":{"userID":135530,"name":"Carlo Rodriguez","url":"https:\/\/community.smartsheet.com\/profile\/Carlo%20Rodriguez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:50:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":135530,"lastUser":{"userID":135530,"name":"Carlo Rodriguez","url":"https:\/\/community.smartsheet.com\/profile\/Carlo%20Rodriguez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:50:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":53,"score":null,"hot":3379310909,"url":"https:\/\/community.smartsheet.com\/discussion\/107674\/api-put-and-body-help-for-cell-link-from-a-cell-in-sheet-a-to-sheet-b","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107674\/api-put-and-body-help-for-cell-link-from-a-cell-in-sheet-a-to-sheet-b","format":"Rich","tagIDs":[472,563],"lastPost":{"discussionID":107674,"commentID":385785,"name":"Re: API PUT and Body help for Cell link from a cell in sheet \"a\" to sheet \"b\"","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385785#Comment_385785","dateInserted":"2023-07-18T16:45:05+00:00","insertUserID":135530,"insertUser":{"userID":135530,"name":"Carlo Rodriguez","url":"https:\/\/community.smartsheet.com\/profile\/Carlo%20Rodriguez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:50:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-18T16:45:08+00:00","dateAnswered":"2023-07-18T11:38:00+00:00","acceptedAnswers":[{"commentID":385713,"body":" Hey @Carlo Rodriguez<\/a> <\/p> This is how I've successfully added a cell-link using the API:<\/p> PUT (with the destination sheet data): <\/p>
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