clm doc gen form

Question

I have two checkboxes on the form, A & B.At least one is required to be checked.I don’t see how to make this happen.

Michael.Rave · Accepted Answer

@mshealyCheckboxes are optional by definition. Unfortunately, Docusign CLM does not have the advancedcheckbox group options that Docusign eSignature provides, where you could easily configure it.If you want to enforce a selection by the creator you can use a radiobuttons or set it up as a dropdown with the two options and make it required. In this case it will be an either/or selection and not both can be checked.You could use conditional logic on the document generation form as well, which will be more complex, but can lead to the desired outcome. Instead of a checkbox, use a required dropdown for the first checkbox and if selected “yes”, conditionally show the dropdown for second checkbox as optional. If selected “no” conditionally show the dropdown for the second checkbox as required.You could also consider pushing that logic into eSignature, where you have more options to achieve this.

mshealy · Answer

should i modify the json?{ "width": "ExtraWide", "displayName": "File System Information", "required": false, "visible": true, "readOnly": false, "objectType": "Composite", "ContainerType": "Container", "fieldName": "Section", "templateId": "section", "trackId": 158202295, "scrollTo": false, "firstPass": true, "validateName": true, "validateSecondaryProperties": true, "selectedUserDefinedValidationType": null, "UserDefinedValidators": [ { "Type": "", "Message": "", "Reguired": null, "Params": null } ], "Items": [ { "width": "ExtraWide", "displayName": "File System Requirements", "required": false, "visible": true, "readOnly": true, "objectType": "Html", "ContainerType": "Field", "fieldName": "Text Box", "templateId": "textbox", "trackId": 951842049, "scrollTo": false, "firstPass": true, "validateName": true, "validateSecondaryProperties": true, "selectedUserDefinedValidationType": null, "isSalesforce": false, "TargetIdentifier": "File_System_Requirements", "SourceIdentifier": "

A name that we can use to represent your storage in mount point and network shares. The name must be 3 to 10 characters long, using only lowercase letters, numerals, and underscores.

", "isHidden": false }, { "width": "ExtraWide", "displayName": "Desired Name", "required": true, "visible": true, "readOnly": false, "objectType": "Text", "ContainerType": "Field", "fieldName": "Text Field", "templateId": "textfield", "trackId": 8649117157, "scrollTo": false, "firstPass": true, "validateName": true, "validateSecondaryProperties": true, "selectedUserDefinedValidationType": "", "UserDefinedValidators": "", "isSalesforce": false, "isHidden": false, "TargetIdentifier": "Desired_Name", "helpText": "The name must be 3 to 10 characters long, using only lowercase letters, numerals, and underscores." }, { "width": "ExtraWide", "displayName": "Desired Access Methods", "required": false, "visible": true, "readOnly": true, "objectType": "Html", "ContainerType": "Field", "fieldName": "Text Box", "templateId": "textbox", "trackId": 5317712746, "scrollTo": false, "firstPass": true, "validateName": true, "validateSecondaryProperties": true, "selectedUserDefinedValidationType": null, "isSalesforce": false, "isHidden": false, "TargetIdentifier": "Desired_Access_Methods", "SourceIdentifier": "

Check the box(s) for each access method you plan to use. Changes can be made later at the owner's request.

" }, { "width": "ExtraWide", "displayName": "Palmetto Cluster", "required": false, "visible": true, "readOnly": false, "objectType": "Checkbox", "ContainerType": "Field", "fieldName": "Checkbox", "templateId": "checkbox", "trackId": 2547029871, "scrollTo": false, "firstPass": true, "validateName": true, "validateSecondaryProperties": true, "selectedUserDefinedValidationType": null, "isSalesforce": false, "isHidden": false, "TargetIdentifier": "Palmetto_Cluster", "helpText": "", "specificationType": "FieldSpecifications", "SourceIdentifier": false }, { "width": "ExtraWide", "displayName": "Network Share (SMB) for desktop access", "required": false, "visible": true, "readOnly": false, "objectType": "Checkbox", "ContainerType": "Field", "fieldName": "Checkbox", "templateId": "checkbox", "trackId": 1804647659, "scrollTo": false, "firstPass": true, "validateName": true, "validateSecondaryProperties": true, "selectedUserDefinedValidationType": null, "isSalesforce": false, "TargetIdentifier": "Network_Share__SMB__for_desktop_access", "isHidden": false } ], "containerDisplayType": "accordion", "isSalesforce": false, "isHidden": false, "TargetIdentifier": "File_System_Information", "hideEmptyState": false, "blockDrag": false}

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