Issue: Triggering Conditional Fields with Group Values

Forum|Forum|20 days ago
August 21, 2026
2 replies
36 views

Hello,

Whilst following this instructional video: https://www.youtube.com/watch?v=qo-08qr2Ipg

We are trying set up the following Logic:

If Q1 and/or Q2 = yes, then trigger Q3.

When testing, we successfully trigger both numeric values to appear when Q1 and Q2 = Yes. However, after setting up the formula as per the videos instructions (Q1 + Q2 >=1 ) to trigger Q3, it doesn't work.
Should the formular result in a 1 appearing also?

Has anyone else experienced a similar issue?

K

KatSag

Author

Newcomer

Update for anyone experiencing the same issue: turns out the formula just doesn’t work in the preview mode. It works once the envelope is sent out though.

L

Luke.Cervantes

Community Moderator

Hi @KatSag,

Welcome to the Docusign Community! We are glad to have you here and happy to hear everything is now working as expected.

The Preview section is designed to show senders the exact recipient experience and allow you to test your fields before sending. However, certain elements, like calculated fields, can occasionally malfunction in the preview window. For the most accurate testing, we recommend sending a live test envelope or utilizing a Sandbox account to verify your configuration.

Additionally, adjusting the decimal place settings can sometimes resolve formula display issues.

Thank you for sharing your experience with us! In case you encounter any account-related issues in the future, don’t hesitate to post here in the Docusign Community. We’re always happy to help!

Best Regards,
Luke | Docusign Community Moderator
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