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Question

Conditional Fields Rules Salesforce

  • October 16, 2025
  • 3 replies
  • 37 views

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Can anybody tell me why this doesn’t work?

I have configured the below in the Envelope Template within Salesforce.  We use Microsoft Word documents to create the Gen Templates.

I’ve set the PO Number text box to ‘required’ so that if the picklist is ‘Yes’ then the PO Number should be visible and is mandatory for the signatory to populate.

 



Thanks

 

3 replies

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  • Community Moderator
  • October 22, 2025

Hello ​@JimE 

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. 

In order for us to provide you with an accurate solution, please provide more context that explains exactly what you're trying to accomplish and your business requirements. Thank you.

Sincerely,

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

 


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  • Author
  • New Voice
  • October 28, 2025

Hi Ma.Cubio,

The issue has been resolved with Docusign support - I had to use template matching.
Thanks


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  • Community Moderator
  • October 28, 2025

Hello ​@JimE 
That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!


Ma.Cassandra | Docusign Community Moderator