Can you have Document Generation Fields under a Conditional Logic Field?

Hello ​@SGO 

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Based on the findings, it is possible to include Document Generation Fields under a Conditional Logic Field in Docusign Document Templates. This means you can configure the template so that certain document generation fields (such as specific text inputs, dropdowns, or repeaters) only appear to the user if a specific condition is met—for example, if a particular option is selected in a dropdown list. This behavior allows for dynamic, user-friendly document workflows, such as displaying additional fields when a user selects "Yes" to a question. However, there are design and platform limitations to be aware of. There is documented evidence that the Document Generation workflow step has not always respected conditional logic when those conditions reference other Document Generation Form Fields, especially non-Salesforce fields. In these cases, all fields would be generated in the document regardless of their visibility due to conditional logic, which could lead to extra or unwanted data points appearing in the output. The workflow step consistently respected Salesforce-based field conditionals but was less reliable for internal (non-SF) conditional logic.
This issue has been acknowledged, and feature enhancements and fixes have been underway to address it, specifically regarding how conditional field specifications are processed and reflected in both the document generation form and the resulting document output. It's essential to verify that these enhancements have been successfully rolled out and are active in your environment, as past regressions have temporarily disabled conditional logic for Document Generation in some accounts. 
In summary:

• Yes, Document Generation Fields can be placed under Conditional Logic Fields in Docusign Document Templates. 
• Technical limitations previously existed for conditional logic referencing other DocGen fields (especially non-SF), but these are being fixed.
• For best results, confirm that your instance is up to date and that conditional logic is functioning as intended.

Sincerely,

Ma. Cassandra | Docusign Community Moderator
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