Using CheckBoxes in a Formula Field

Hi ​@Premier Paper Commercial,

Welcome to the Docusign Community—we're grateful for your question and happy to share our knowledge!

We understand your interest in using checkbox values within your formulas. There are similar Questions I found, for your reference:

👉Formula based on numberr of checked CheckBoxes

👉Conditional Logic for Signature based on # of Checkboxes Selected

Unfortunately, checkbox values in formula fields are not supported. However, there is a workaround you can implement using conditional logic and text fields. This involves relating a conditional text field to each checkbox, allowing their values to be incorporated into formulas. These text fields can be formatted with white font to remain invisible to signers during the signing session. Here are helpful resources:

📌Define a Conditional Field

📌Edit Field Properties

Here's a step-by-step approach:

• Add an additional conditional text field to each of your checkboxes. Configure these fields as Read-only and assign them a value of when the corresponding checkbox is selected. To ensure they are not visible on the document, set their font color to White from Field Properties. You might name them descriptively, such as "Checkbox1," "Checkbox2".
• Add a formula field that calculates the desired value from these conditional text fields.

📌Heads up: Some features discussed may be exclusive to certain Docusign plans. To confirm features available in your current plan, connect with your account administrator or explore our Plans and Pricing for more details.  Compare eSignature plans & pricing.

I hope you find this helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you have questions— we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

Hi ​@Premier Paper Commercial,

How are you? I'm checking in to see if the solution I provided has been helpful. If it has, may you please give it a Like👍and mark it as Best Answer ✅? This will help other members with similar questions find the solution more easily. 🙂

Let us know if you still need help or if anything else comes up, we’re here for you.

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"