Turn On Conditional Field Statement Of Work For Free

The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules! To add this step to your workflow, click the "Add Step" button on your Map and then select Add a Conditional from the dropdown menu.

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

Create Custom Fields for Documents In eSignature Admin, select Document Custom Fields. Select ADD DOCUMENT FIELD. Enter a name for the custom field. ... Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. ... Select SAVE to save your custom field.

Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

Conditional fields enable the value of one eSignature envelope field to control the visibility of one or more other fields (tabs) in the document. These other fields are conditionally visible.

Example time! You can use 's conditional logic to display the text fields asking for the spouse name and email only when 'Yes' is selected so that further information can be provided. Alternatively, you could just set up the text field as 'optional', which would allow your recipients to skip the fields.

Enable conditional logic to show or hide form fields Under ?Field Settings?, click on ?Conditional Logic?. The conditional logic settings will open in a new window that slides in from the right-hand side. Toggle to enable conditional logic and then set your conditions below.