Smartsheet/DocuSign Conditional Mapping

Andrea Westrich

Has anyone successfully used conditional mapping with DocuSign? Specifically, if I set up a sheet with a single drop-down selection, I'm wondering if it is possible to map that in DocuSign for a checkbox.

Example: if the dropdown selection is Yes, map a check to the Yes box and if the selection is no, map a check to the No box?

I know I may be reaching here, but I'm hopeful!!

Genevieve P.

Hi @Andrea Westrich

The way I would do this is to have two helper checkbox columns in Smartsheet, one for Yes and one for No. Then you could put a column formula in each checkbox column to look for your two values in the dropdown column:

=IF([Dropdown Column]@row = "Yes", 1, 0)

=IF([Dropdown Column]@row = "No", 1, 0)

You can hide these columns in Smartsheet, but then you can map each individual column to each possible checkbox in Document Builder.

This way the Sheet looks to only have the one dropdown column, but the document checks each box depending on what's selected.

Cheers,

Genevieve