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neethujkp
Frequent Contributor
neethujkpFrequent Contributor
Frequent Contributor
February 12, 2024
Solved

Conditional Logic for Multiple Recipients

  • February 12, 2024
  • 5 replies
  • 780 views

I have a situation involving three documents and three signers. These documents pertain to customizing their apartment, including options for colors and other interior design aspects. The first signer selects one document out of the three to sign. The second and third signers are co-owners and are required to sign the document selected by the first signer. Initially, we attempted to use checkboxes as conditional fields to control the signing field for the first signer. However, we encountered a warning from the system indicating that conditional logic rules may only involve one signer, preventing us from enabling the same document signing fields for the subsequent recipients.

 

Can anyone suggest a workaround?

    Best answer by Alejandro.Ramos

    Hi @neethujkp,

     

    Thank you for reaching out here in the DocuSign Community.  

     

    I am sorry to hear that you haven’t been able to set a conditional rule that will control other recipient’s fields, but I will gladly help you workaround this behavior as soon as possible.

     

    The best way to approach this scenario would be by adding the last 2 recipients in the signing order as part of a Conditional Routing Group, during the Add Recipients steps of the envelope creation process.

     

    By using Conditional Routing, you will be able to set a conditional rule that will trigger the recipient roles to be created, based on the answer to a field in your document.

     

    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!

    5 replies

    neethujkp
    Frequent Contributor
    neethujkpFrequent ContributorAuthor
    Frequent Contributor
    February 12, 2024

     

    If you believe my answer effectively solves your problem, please remember to mark it as the best answer and consider following me.
      A
      Docusign Employee
      Alejandro.RamosDocusign EmployeeAnswer
      Docusign Employee
      February 26, 2024

      Hi @neethujkp,

       

      Thank you for reaching out here in the DocuSign Community.  

       

      I am sorry to hear that you haven’t been able to set a conditional rule that will control other recipient’s fields, but I will gladly help you workaround this behavior as soon as possible.

       

      The best way to approach this scenario would be by adding the last 2 recipients in the signing order as part of a Conditional Routing Group, during the Add Recipients steps of the envelope creation process.

       

      By using Conditional Routing, you will be able to set a conditional rule that will trigger the recipient roles to be created, based on the answer to a field in your document.

       

      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!

        mshealy
        Established Contributor
        mshealyEstablished Contributor
        Established Contributor
        September 11, 2024

         

        I am getting this same issue

         

        Denise
          P
          Active Voice
          Peter CooperActive Voice
          Active Voice
          April 11, 2025

           

          I am getting this same issue

           

          Me too what is the resolution to this issue

            M
            Docusign Employee
            Melanie.PanguitoDocusign Employee
            Docusign Employee
            April 23, 2025

            Hello ​@Peter Cooper,

            How are you? I hope you are doing well.

            Is the issue the same even after following Alejandro's recommended approach? Let us know if you need further assistance. Thank you!

             

            Best regards,

            Melanie | Docusign Community Moderator

            "Select as Best" below if you find the answer a valid solution to your issue

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