E-Signature Formula with Nested IF

Hello ​@kkstephens 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

Based on your scenario, you want a formula field that:

• Uses a dropdown with options 1, 2, 3, 4
• Calculates a date offset from "Date Signed" based on the dropdown value:
  • If 1 or 2: Date Signed + 36 months
  • If 3: Date Signed + 24 months
  • If 4: Date Signed + 12 months

Formula Syntax

Docusign formula fields support nested IF statements. The typical syntax is:
 

IF([DropdownField] = "1", AddMonths([DateSigned], 36), IF([DropdownField] = "2", AddMonths([DateSigned], 36), IF([DropdownField] = "3", AddMonths([DateSigned], 24), IF([DropdownField] = "4", AddMonths([DateSigned], 12), [DateSigned] // Default if none match ) ) ) )
 

• Replace [DropdownField] and [DateSigned] with your actual field names.
• Use AddMonths for month offsets.
• You can nest up to 10 IF statements.

Example

If your dropdown field is named TermDropdown and your date signed field is DateSigned1:
 

IF([TermDropdown] = "1", AddMonths([DateSigned1], 36), IF([TermDropdown] = "2", AddMonths([DateSigned1], 36), IF([TermDropdown] = "3", AddMonths([DateSigned1], 24), IF([TermDropdown] = "4", AddMonths([DateSigned1], 12), [DateSigned1] ) ) ) )

Useful Reference

• Docusign formula fields support nested IFs and AddMonths for date calculations.
• For formatting the output date, see the workaround here:
  "Formula fields that output a date will default to the standard date format of the signer's region or the account settings. There is no specific FormatDate() function available in the formula editor."
  [Source](cs-esign-support/TS Database2.md)

If you need the output in a specific date format, refer to this workaround:

• Build the date with separate Year, Month, Day fields and concatenate.

Example Formula Structure

Assuming your dropdown field's Data Label is [MyDropdown] and your Date Signed field is [DateSigned], your formula would look like this:

IF([MyDropdown] = "1", AddMonths([DateSigned], 36),
  IF([MyDropdown] = "2", AddMonths([DateSigned], 36),
    IF([MyDropdown] = "3", AddMonths([DateSigned], 24),
      IF([MyDropdown] = "4", AddMonths([DateSigned], 12), "")
    )
  )
)

• Replace [MyDropdown] and [DateSigned] with your actual field Data Labels.
• The formula checks each dropdown value and applies the corresponding month addition.

Tips & Troubleshooting

• Manual Entry of Data Labels: If your field does not appear in the formula editor dropdown, you can type the Data Label manually in brackets (e.g., [MyDropdown]). See:
  "Instead of selecting from the drop-down list, manually type the Data Label of the missing field, including the square brackets."
  Source
• Formula Functions: The AddMonths() function is the recommended way to add months to a date field in DocuSign formula fields.
• Nesting IFs: DocuSign supports nested IFs, but syntax must be correct. Each IF must include three arguments: condition, value if true, value if false.

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hello ​@kkstephens 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

 Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."