Write-Back Tags

Overview

Writeback in Salesforce refers to the automatic process of updating Salesforce records with data collected from signed documents, typically using eSignature solutions like Sign Made Easy.

Note : To use writeback, the sign transaction must be linked via lookup to the Salesforce object where the data needs to be written back.

How it Works

The Write Back process allows users to select tags and associate them with Salesforce objects. Signers then provide data within those tags, and this data is automatically written back to the corresponding Salesforce records.

The Write Back Configuration tab, located in Sign Setup, enables users to:

• Search for both standard and custom Salesforce objects.
• Select the object fields they want to make available for write back.
• Configure basic properties for how those fields function when used as tags.

Field Types Supported for Write Back

• Picklist
• Double
• String
• Email
• Phone
• Integer
• Boolean
• Encrypted  string
• Lookup

Picklist : Standard picklist fields are supported for write back in Sign Made Easy. However, multi-select picklists and dependent picklists are not compatible with the write back functionality. 

Write Back Tag Syntax

The easiest method to add your newly configured write back tags to your documents is by copying the tag syntax directly from the write back field properties page and pasting it into the document. Make sure to adjust the signing index to match the correct signer.

Procedure for creating lookup field with sign transaction

Follow these steps

• Navigate to Object Manager
• Search for Sign Transaction object
• Inside the Sign Transaction object, go to Fields & Relationships.
  
• Click New.
  
• Choose Lookup Relationship as the field type.
  
• Click Next.Choose the Salesforce object you want to link to (e.g., Contact, Opportunity, Custom Object, etc.).
  
• Click Next.
  
• Enter the Field Label (e.g., "Related Opportunity").
  
• The Field Name will auto-fill.
  
• Click Next.
  
• Select the profiles that should have visibility into the field.
  
• Click Next.
  
• Choose the page layout(s) to add the lookup field to.
  
• Click Next.
  
• Click Save to create the lookup field.

Setting for Write Back Tag as Optional or Required & change label or size in sign made easy.

In Sign Made Easy, you can set a Write Back tag as optional or required by selecting the field in the Write Back Configuration tab and checking or unchecking the "Required" option. You can also change the label to customize how the tag appears in the document and you also adjust the size.

Setting Default Values for Write Back Tags

Sign made easy has the capability to set a pre-populated default value for write back tags.

Signers can either keep these defaults or modify them while completing the document. Once the document is finalized, the value provided by the signer is automatically written back to the corresponding Salesforce field.

Adding write back tags to signing documents in two ways:

Drag and Drop – Place tags directly onto the document using the tag editor.

Tag Syntax – Insert the standard tag syntax directly into the document.

Example : \wb1 {"label":"Country", "apiName":"BillingCountry", "defaultValue":"India", "required":"false/true","size":"medium"}\