CHECKBOX

Forum|Forum|2 years ago
February 13, 2024
4 replies
568 views

If you have multiple CHECKBOX options and only one can me selected is there a way to require that additional information be provided for the selected CHECKBOX only? In other words, if a box is checked than additional information needs to be provided but if it is not than no addtl info is required.

eSignature

Best answer by David.Schmitz

@NFREDERICK86 Conditional Fields is a function that has to be enabled and it very likely is part of certain plans. Have your DocuSign Admin go into Settings > Sending Settings > (checkbox) Enable conditional fields. If the Admin does not see this item to enable then you would need to check with Sales or Support to see if this is part of your DocuSign version purchased.

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David.Schmitz

Hero

@NFREDERICK86 Conditional fields is the best option, which does work with Checkboxes. Basic setup, add checkbox, expand to the number of checkboxes you need in one checkbox group > set checkbox validation > add other fields that will be triggered by checkbox selection > highlight specific checkbox > select Create Rule for Conditional field (right side properties) > choose the trigger at the top (checkbox checked or unchecked) > hold down CTRL and select fields to trigger (they appear with stripes) > save. Repeat with next checkbox in the group.

Here is a DocuSign article to describes the process as well:

https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=iqw1578456520131.html&_LANG=enus

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NFREDERICK86

Author

Newcomer

This is very helpful. Thank you. However, I do not see the Create Rule or Conditional Field. Could it be that I do not have the proper subscription to access this, or is it something that should be available to everyone?

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David.Schmitz

Answer

Hero

@NFREDERICK86 Conditional Fields is a function that has to be enabled and it very likely is part of certain plans. Have your DocuSign Admin go into Settings > Sending Settings > (checkbox) Enable conditional fields. If the Admin does not see this item to enable then you would need to check with Sales or Support to see if this is part of your DocuSign version purchased.

C

Christopher.Alpizar

Docusign Employee

Hi @NFREDERICK86,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

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