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Conditional rules template tabs is VERY limited, only allowing ONE filter condition. This limitation requires the creation of duplicative tabs to enable visibility, etc.
Documentation for creation conditional rules in nearly non-existent and Support has guided me here (again).
The worst-case scenario is the W-9 which can be retrieved from the DocuSign Template Library. This template does not meet the IRS Rule 1 for this form, failing to allow the EIN to be entered for individuals and sole proprietors.
In addition, there are duplicative tabs for EIN1, EIN2..EIN9, one set for each of the various business entity options. Ideally the filter option would be a multi-select control, which in the background would implement the logical OR operator “|”, for example, if (Option == IND) | (Option == C-Corp) | (Option == S-Corp) etc, … then make the EIN tabs visible for data entry.
Another valuable feature would be to test for data entry, where if a tab.value is not null, then disable other tabs. For example, if the EIN is being filled out, then the SSN tabs are disable.
