Skip to main content

Is there any workaround for Conditional Logic and Formula field to work between fields belonging to different recipients?



 

Hi @beatrice.costa,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to use conditional logic that allows you to use any recipient’s fields, and I will share more details on the topic.

 

You can add conditional rules that will control whether or not a recipient’s Signature Fields, appear or not in the document through our Conditional Routing feature.

 

With Conditional Routing you can trigger the creation of recipient roles in your signing order, based on the selection of a trigger field.

 

For detailed steps on how to work with Conditional Routing, see:

 

Add a Conditional Routing Group

 

Set Up or Edit Conditional Routing

 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | DocuSign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 


Reply