Skip to main content
Participant
August 21, 2023
Question

Adobe Sign for Salesforce Dynamics Recipients

  • August 21, 2023
  • 0 replies
  • 264 views

Is there a way to dynamically assign an unknown number of recipients in a template? For example, if I have a template based on the account and I want to add recipients for all contacts related to that account where the contact type = 'signer' (assume type is a made-up picklist field, and signer is one of the options).

 

On account "A", there could be three contacts with a type of signer, but on Account "B", there might only be one. I have no way of knowing how many contacts will be on each account with type of  'signer', so the number of recipients will vary each time.

This topic has been closed for replies.