We want to have validation on date fields (using Date Tab). for example,
1. Date of birth cannot be in future.
2. Age is more than 18 years - Selected sate should be 18 years back
How to configure this in DOcusign template for date field.
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I understand you would like to add some restrictions on to the Date field.
Unfortunately, the Date Signed field does not have any validations and these can not be set.
A normal Text field can be validated as a date field but no restrictions can be added, your best option to accomplish such requirements would be to create a Regex pattern (custom) for a text field: Custom Data Validation
If you are interested, please reach out to a regex pattern expert for assistance in creating it.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
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Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
You can make this work by using a text field with validation of date. Make sure you have a date signed field somewhere in your envelope. You then create a formula field and use DateDiff combined with a <= . For example we have birthdate (DOB) and Date signed (Date Signed) the formula is
DateDiff([Date Signed ],[DOB] ) <= 6574
6574 is how many days are in 18 years.
You then need to have a conditional text field that is only shown when the formula = 1
In my case I created a read only text that reads “You must be at least 18 years of age. Correct the birthdate to continue”
You will also need another empty text field with a custom regex validation that is impossible to pass so that the document cannot be submitted with an invalid birthdate. When you are ready to go live make the text of the formula white so it doesn’t show to the user.
This video doesn’t show this exact example but givens many examples of how you can use formulas for advanced validation. All of Sofian’s videos are great.
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