Docusign How To Use Conditional Logic

Another option to consider depending on how many options you have could be to to create multiple sets of rules and tags.

Docusign how to use conditional logic. 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. Conditional logic drop down values. Click the arrow to the right of the copy button. Docusign displays 3 in the formula field. Select options 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. Sum of all text fields 1 for this example q1 q2 q3 1. In your use case a set of grouped radio buttons would be tied to conditional signatures. Select edit from the dropdown menu. 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 far right of the gen template to be edited. Add a formula field. Open docusign apps launcher as an administrator. This topic demonstrates how to create an envelope where the workflow is routed to different recipients based on the value of a transaction. Click the docusign gen templates tab.

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. This field should appear only when the related radio button is selected. You cannot group signatures together but you may be able to use conditional fields to make them dependent on grouped radio buttons. You can use docusign s conditional logic to display the text field only when other is selected so that further information can be provided. After adding all text fields we should add to the template a formula field with the following configuration.

Using match in conditional logic.