Example - Default w. Lookup

Dynamically determine which template to use via a lookup field

STEPS

  • Find the Salesforce record IDs for the HelloSign Templates you want to use. Record IDs are an 18 digit alphanumeric id and are accessible in the url.
  • On the Salesforce object create a new lookup field that looks up to the HelloSign Template object
  • Use Salesforce Process Builder to create a process that starts when a record changes
  • Save and activate the process

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RESULTS

When conditions are met the correct template is selected upon clicking Use HelloSign
If no template is found, or the template is not active users are taken through the standard HelloSign flow and must select Use Template.