Docusign How To Use Conditional Logic

This field should appear only when the related radio button is selected.

Docusign how to use conditional logic. A user would only need to sign if they selected the radio button and would be able tor proceed if they only selected one. Another option to consider depending on how many options you have could be to to create multiple sets of rules and tags. Select edit from the dropdown menu. Using match in conditional logic. After adding all text fields we should add to the template a formula field with the following configuration.

Click the arrow to the far right of the gen template to be edited. Docusign displays 3 in the formula field. Open docusign apps launcher as an administrator. You can use docusign s conditional logic to display the text field only when other is selected so that further information can be provided. Click the arrow to the right of the copy button.

Select options from the dropdown menu. Click the docusign gen templates tab. In the properties panel expand the conditional fields section and click create rule. You cannot group signatures together but you may be able to use conditional fields to make them dependent on grouped radio buttons. This topic demonstrates how to create an envelope where the workflow is routed to different recipients based on the value of a transaction.

Add a formula field. Conditional logic drop down values. You can use docusign s conditional logic to display the text field only when other is selected so that further information can be provided. Sum of all text fields 1 for this example q1 q2 q3 1. 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.

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.