1. Add lookup Field to Object from HelloSign Signature Request

The HelloSign Signature Request object stores signature data necessary for HelloSign to function. In order to use HelloSign on custom and non out-of-the-box standard objects you will need to create a lookup field on the HelloSign Signature Request object.

STEPS

  • SETUP > Objects and Fields > Object Manager > HelloSign Signature Request
    In Classic: SETUP > Build > Create > Objects > HelloSign Signature Request
  • Fields & Relationship > New
    In Classic: Custom Fields & Relationship > New
  • Data Type = Lookup Relationship & Click Next
  • On the field creation screen
    a. Related To = “target object” & Click Next
    b. Field Label = “target object”
    c. Field Name = “target object”
    d. Click Next
  • Set security for the field (it must be visible and writable for users of HelloSign) & Click Next
  • Add field to HelloSign Document Status Layout & Click Next
  • Add HelloSign Signature Request related list to the page layouts
  • Click Save

👍

RESULTS

Lookup field exists on HelloSign Signature Request to the target object.


What’s Next