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How can I use the data from a custom table in an Esign template?

  • July 21, 2023
  • 13 replies
  • 375 views
Fernando Silva
Bobber

Currently, it is not possible to use fields from a custom table in an eSign template, the workaround is to recreate the fields in a category, outside a table, then import the data to those fields.

Custom fields outside a table are accepted to be use in the eSign template.

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    13 replies

    D
    • Dene
    • August 18, 2023

    Hi is this function something you will be building soon so we are able to build e-sign templates with Table data?

      Lindsay Sinenberg
      Bobber

      Hi @Dene! I can confirm there is an open feature request with our product team so I went ahead and tagged your company 😊

        A
        • Anonymous
        • August 21, 2023

        Hi @Dene! I can confirm there is an open feature request with our product team so I went ahead and tagged your company 😊

        Sounds amazing that yoy are working on it.

          L

          Hi, 

          What is the progress on this? Asking because we are also in need to have this function for the e-sign function. 

          Thank you. 

            Lindsay Sinenberg
            Bobber

            Hi @Lisen Gårdebäck! There is no update as of now on this feature. But I do advise checking in with your CSM, so he’s aware of the importance of the feature for your company - he will be able to check in with the Product Team about any timeline changes.

            K

            Hi @Lisen Gårdebäck! There is no update as of now on this feature. But I do advise checking in with your CSM, so he’s aware of the importance of the feature for your company - he will be able to check in with the Product Team about any timeline changes.

            Hi ​@Lindsay Sinenberg. Is there any news on this development? We alse need this feature for esign docs

            Kiare Tavarez
            Bobber

            ​@Kseniia Letovalseva Hi! At the moment, this is still not possible with our platform at this time. My colleague Fernando offered a workaround for the moment. Our Product Team is aware and they will continue to see if this feature is possible for a future release

              M

              Please add me to this feature request. 

                Kiare Tavarez
                Bobber

                Hi ​@Marija Akmacic! You’ve been added! 

                  N

                  Hi ​@Kiare Tavarez we too would like to be added to the feature request. Does this feature request include the broader use of (date)fields in custom tables throughout Bob, or only for the purpose of esign templates?

                  ​@Marjanne van de Koolwijk 

                    B

                    Does this affect email and other templates ​@Nicky van der Kwast ? 

                    For some reason, I’m able to pull dates from tables, but not dropdown fields - very perplexing

                    E

                    Please add me to this feature request too 😃

                    Harshil Boparai
                    Bobber

                    Hi ​@Ellenvanaaken We appreciate your insights! The best next step would be to share this directly with your CSM. They’ll ensure the full context is captured and keep you informed as things develop.

                     

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