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

Question

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

Answer 1

Create the DocuSign Custom Radio Button Group

• In DocuSign, go to My Preferences > Custom Fields
• Click Add New Field
• Select the Type of Radio Button from the drop-down
• Enter the Radio Button Group Name in the Name field (i.e. My Radio Buttons)
• Enter the desired Radio Button Value in the Tooltip field (i.e. Radio One)
• Click Save
• Repeat steps if you have more than one button

Then create a custom DocuSign connect object

• In DocuSign Admin go to Connect and Select your Salesforce Connect Configuration
• Under Connect Objects, select New Object > Salesforce Object
• Select Activate Object
• Enter a Name for your Object in the Object Name field (i.e. My Radio Button to Picklist Test)
• Under Select Salesforce Object, pick the Object you are sending from (i.e. Opportunity)
• Under Select Where > Saleforce.com Field, select Opportunity ID (id)
• Under Select Where > DocuSign Field, select Envelope External Source ID
• Under Update Fields > Saleforce.com Field, select the Picklist you created in Salesforce (i.e. My Picklist)
• Under Update Fields > DocuSign Field, select Recipient Secure Field, then enter the name of your Radio Button Group (i.e. My Radio Buttons)
• Click Save