**Legacy** DocuSign eSignature for Salesforce - How do I create anchored radio buttons in DocuSign eSignature for Salesforce?

Overview

This article pertains to DocuSign eSignature for Salesforce

This article will cover steps to create Salesforce merge fields for DocuSign radio buttons. In order to create anchored radio buttons in DocuSign eSignature for Salesforce, you must create a Custom Field for each option in the radio button group.

Solution

1. Confirm that the Group Label matches for all linked Fields.
  • The Tooltip and AutoPlace Text (Anchor Text in Salesforce) values must be unique.
  • "Required", "Read Only" and "Shared" can be set as desired, but must match between each tag.

2. As explained in the DocuSign eSignature for Salesforce Anchor Tag guide , make sure the {r} placeholder is used in the AutoPlace Text so the role number can be defined in the document.

3. You can create fields in Salesforce (Under DocuSign Admin > Custom Tags) or in DocuSign eSignature (Under Admin > Document Custom Fields).

Example

Create radio button tags for a recipient to select between payment methods.
 

In Salesforce:


In DocuSign eSignature:


In use:

Tags in use
Tags are assigned to the second role in the template.