To achieve this, you create resources by clicking "+ Create New Resource" in the Resources section of the Builder. Depending on the type, configure its object type, filters, limits, or values.
The available types of resources:
1
A Record Single Variable represents a single record and holds all its field values. It is ideal for working with a specific data entry, such as a Contact, Opportunity, or Account. The record can either be related to the main template object or be an independent record fetched using filter criteria.
2
A Record Collection Variable represents a group or list of records from a Salesforce object. It stores multiple records that meet defined criteria and is typically used when you need to work with repeating data entries, such as a list of Products, Contacts, or Tasks within your document.
3
Documents can also be generated from Salesforce Flows. Runtime Variables allow you to pass dynamic values from a Flow into the document at runtime. They can hold values such as a user’s email, record ID, or other flow inputs. You can assign a default value or override it using field data or constants.
4
The Recipients resource allows you to define the individuals who will receive and sign generated documents via DocuSign. This resource holds information such as the recipient’s name and email address, which are critical for routing the document to the right person for e-signature.
Combining Resources for Advanced Logic
You can combine different types of resources to create more dynamic templates. For example, a Runtime Variable can serve as a filter input for both Record Single Variable and Record Collection Variable. Similarly, field values from a Record Single Variable can be used to filter a Record Collection Variable, allowing you to narrow down the collection based on a specific record’s attributes.