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I am using a contact to send a document for signature. The contact is a student. The recipient of the document for signature is *not* the student, but the email address of the student's parent which is a field within the Student contact.
The Student's name does get correctly added to the title of the email using the {!Contact_Name__c}
so I know the correct contact is being accessed.
I am trying to merge the student's name into the document before sending using merge mapping but I get the following error:
Object look up field: echosign_dev1__Recipient__r not set, ignoring mapping entry
I am also trying to store the signed document in the contact's Notes and Attachments section but this also generates an error:
Attempted to map to a related object reference which was not set on the agreement: echosign_dev1__Recipient__r.
I suspect that the error is because the recipient of the document (the parent) isn't the contact (the student), but is just a field within the contact, but I'm just guessing. I have opened a ticket with Adobe but am hoping someone else may have some ideas. I am using Adobe Sign version 18.27
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Quite terrible that over 200 people have the same issue, yet Adobe can't get simple questions like these answered. Would really help reduce their emails into support and make a better product.
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I think I may have figured it out. The template I was using did not have any Merge Mapping, however I had a Merge Mapping record set to be the default Merge Mapping. So I went to that record, unchecked the box and now I don't receive the error.
From my understanding that default checkbox is meant to be a setting system wide, so because I didn't have or need a Merge Mapping for my new template, it was finding and trying to use the default mapping - thus causing the error because it was entirely unrelated.