Conditional Initial Fields Based on Checkbox Selection

Question

I’m trying to configure my document/contract so that certain clauses, selected via checkboxes by the first signer (myself), trigger the appearance of (my counterparty’s) initial fields.|
While I can set conditional logic for these fields based on whether a clause’s checkbox is checked, the challenge I face is that the conditionality of the initial fields is only available for myself aka the first signer. I’m unable to get the second signer’s initial fields to appear conditionally based on the first signer’s selections. Essentially, the dependency rules for the checkboxes don’t carry over from the first signer to the second signer.

Any help or workarounds? Much appreciated!

Melanie.Panguito · Accepted Answer

Hello ​@gmsteeds,Thank you for reaching out, and a warm welcome to the DocuSign Community! We appreciate your engagement and are committed to fostering a supportive environment for knowledge sharing.We understand you're working on conditional logic rules, specifically where the second signer's initial fields should appear based on the first signer's checkbox selections.However, itdoesn't extend to the second signer's fields. We're sorry for any inconvenience caused.Happy to help you with this topic and find a solution that works for you!Currently,cross-recipient conditional logicis not an available feature.We recognize that this might be a limitation for your needs, and we encourage you to consider submitting this as a suggestion for consideration by our development team for potential implementation. You canshare this on our Ideas board:Submit a feature request.That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members.As a potential workaround, you may explore conditional routing where you can set a conditional rule that triggers the creation of recipient roles based on the answer to a field in your document, which can help you achieve your desired outcome.For detailed steps on how to work with Conditional Routing, see:Add a Conditional Routing GroupSet Up or Edit Conditional RoutingDocusign eSignature: How to Send Using Conditional RoutingNote: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan.Compare eSignature plans & pricing.I hope you find this helpful.If you believe this response effectively addresses your question, please click Best Answer ✅"to help other users with similar questions and locate it more easily. Let us know if you need help or if anything comes up, we're here for you.Sincerely,Melanie | Docusign Community ModeratorHelpful? Mark it as "Best Answer" to help others too!

Melanie.Panguito · Answer

Hi there ​@gmsteeds,I trust all is well.I'm following up on my previous response. Could you pleaseconfirmwhether itaddressedyourquestion? If it did,can you please mark it asBest Answer✅" to assist other users with similar inquiries and improve its visibility.Let us know if you still need help or if anything else comes up, we’re here for you.Regards,Melanie| Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

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