Working on automating contract templates. Some elements may or may not be displayed due to the person’s hiring status.
For instance, if Variable A = {Class 1}, we need to hide clause 2 in our document and all subsequent numbers must be adjusted.
The best way to handle auto-numbering is to establish a list, but the conditions function does not allow this.
Has the community found any workarounds?
While I understand the solution might be “create a contract template for each iteration/combination,” I really don’t want to create or maintain 81 different templates for 1 of our 6 entities. Conditional logic should be designed to solve this.
Cheers!
Are there any workarounds to "You can't insert a conditional rule in the middle of a list"?
Best answer by Melanie.Panguito
Hi
Welcome to the Docusign Community, great to have you here!
To confirm, you're building the template within Agreement Template Builder for Document Generation, right? If so, what you're trying to accomplish isn't supported in ATB yet, and there currently aren't any workarounds available. While enhancements to the rule builder are planned, we don’t have an ETA at this time. Users can achieve this functionality by leveraging inline conditionals through the Docusign Template Assistant for Word.
We also encourage you to share any product suggestions in our Ideas portal, where we collect feedback and suggestions to guide future product improvements 👉 Submit a feature request
📌Heads up: Some advanced features are available on selected Docusign plans. Connect with your account administrator or explore our Plans and Pricing Page to see if features discussed in this help topic are included in your current plan.
Let us know if you have questions. Here if you need us!
Regards,
Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"
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