Docusign How To Use Conditional Logic

Select the field on your document checkbox radio button drop down or text that will act as the trigger field to determine if additional fields are presented to the recipient.

Docusign how to use conditional logic. Conditional logic drop down values. After adding all text fields we should add to the template a formula field with the following configuration. In the properties panel expand the conditional fields section and click create rule. Select options from the dropdown menu. Select edit from the dropdown menu.

Alternatively you could just set up the text field as non required but this would give your recipients the opportunity to simply skip the field. Another option to consider depending on how many options you have could be to to create multiple sets of rules and tags. Using match in conditional logic. You can use docusign s conditional logic to display the text field only when other is selected so that further information can be provided. This field should appear only when the related radio button is selected.

This topic demonstrates how to create an envelope where the workflow is routed to different recipients based on the value of a transaction. In your use case a set of grouped radio buttons would be tied to conditional signatures. A user would only need to sign if they selected the radio button and would be able tor proceed if they only selected one. Alternatively you could just set up the text field as non required but this would give your recipients the opportunity to simply skip the field. Sum of all text fields 1 for this example q1 q2 q3 1.

You cannot group signatures together but you may be able to use conditional fields to make them dependent on grouped radio buttons. Click the arrow to the far right of the gen template to be edited. For example if i wanted signature tags to appear only when a signer selects two or three in my drop down box i can create a rule for. Docusign displays 3 in the formula field. Add a formula field.

Click the docusign gen templates tab.