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How to assign conditional field document

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In this tutorial, the speaker explains how to use conditional logic in docHub to display or hide fields based on a recipient's selection. Using the example of a form for customers to choose between pick up or delivery, the speaker demonstrates adding radio buttons and labels to options. To learn how to set up templates and create forms in docHub, viewers are directed to another video tutorial.

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Here are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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Why cant I add standard fields in ?

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

Can you have conditional fields in Word?

To add a conditional field in MS Word, ensure that your text cursor is located in your document where you want the conditional text to display, then click on the Insert tab then click on the Quick Parts icon in the Text group (Newer versions of Word will not have the Quick Parts icon, but they will have the Field

What is a conditional field in ?

With conditional fields, you can hide fields until the recipient makes an entry in your document that triggers the fields to show. Conditional fields allow you to create dynamic documents that support a conditional work flow. Conditional fields only appear to the recipient when a specified condition is met.

What are conditional fields?

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

How do you require fields in ?

You can set additional properties in the properties panel, such as formatting and whether or not the field is required. The Drop Down field can be required or optional. If you set the Required Field property, your recipient must select one of the options to complete the document.

How do I enable conditional fields in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

Can auto populate fields?

AutoPlace is an advanced field property that allows you to specify a string of text in your document or template for automatic placement of the field.

How do I create a conditional field in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

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