DocuSign for Salesforce: Enforce “Either Multiple Text Fields OR One Checkbox” Validation

Hello ​@somanikd22,

Thanks for reaching out here in the Docusign Community—great to have you here!

I did some testing and was able to enforce this behavior using Conditional logic rules. I hope this approach fits your use case.

I worked with four fields: Text Fields A, B, and C (set as required) and one checkbox.

Step 1:

• Select Text Field A and use it as the trigger field.
• In the Properties panel, expand Conditional Logic and click Create Rule.
• In the rule settings (gear icon), choose Any Text.
• Select Text Fields B and C as the fields affected by the rule, then click Done.

With this setup, when a signer enters any value in Field A, Fields B and C appear and are required.

Step 2:

• Select the checkbox, then click Create Rule.
• Set the condition to Unchecked.
• Select Text Field A as the affected field and click Done.

This way, when the signer selects the checkbox, Text Fields A, B, and C are hidden.

I hope this helps. If you feel my suggested solution has helped you, 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 need further assistance—we're here for you!

Regards,

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