How to Create Conditional Fields in a Document

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Drag and drop your file to the uploading area or add it from your device or the cloud.
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Write comments and notes on changes you’ve made for other people involved.
Click on the Manage Fields panel to adjust your form with various fillable fields.
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How to How to Create Conditional Fields in a Document

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In this YouTube tutorial, the host, Sofian, a digital signature and workflow automation consultant, demonstrates how to use conditional logic in docHub. He shows viewers how to display or hide docHub fields based on recipient selection. Using the example of sending a form with a pick-up or delivery option, he guides viewers in setting up the template and adding radio buttons for selection. Instructions on giving labels to options and customizing the form are also provided. This tutorial offers a step-by-step guide on utilizing conditional logic in docHub templates.

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What is a conditional field?

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 insert a conditional formula in Word?

In Microsoft Word, click the Insert tab. Click Quick Parts in the Text group, then click Field. Select If in the Field names box on the left side panel.The Field codes box will automatically input IF into the field. Enter in a formula in the Field codes box. For our example, we would enter in: Click OK.

How do you insert an IF THEN ELSE rule in Word?

IfThen Else Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen In the Field name list choose the field from your data source that will determine the conditional text. In the Comparison list choose a way of comparing the data value.

Can you do conditional formatting in a table in Word?

It is possible using VBA to set Conditional formatting with color in a word table. 1. Click Macros in View tab View macros type in the name, create replace all the content with the following code Save.

How do you create a conditional form in Word?

Add conditional formatting On the form template, select the control that you want to add conditional formatting to, and then click Conditional Formatting on the Format menu. In the Conditional Formatting dialog box, click Add. In the If this condition is true boxes, enter the condition.

Can conditional formatting be done in Word?

Go to Home Conditional Formatting Highlight Cell Rules Text that Contains. 3. Type pending into the text box and choose an appropriate format to the right. Click OK when done.

Can you add logic to a Word document?

MS Word Merge documents allow you to include conditional logic or IF THEN statements. These allow you to vary the text within the MS Word document based on the contents of the fields merged from SmartSimple.

Can you do an if statement in Word?

IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. When used in a Word template, IF statements are especially useful for comparing the values of Composer merge fields and then displaying the appropriate content.

How do you use conditional fields in Word?

How to use Microsoft Word to add conditional merge statements into templates Open Microsoft Word. Go to the Insert tab. Click Quickparts and select Field from the dropdown. Under the Field names list, select If. Under Field Codes, enter your conditional statement. Click OK.

How do I create a conditional function in Word?

How to use Microsoft Word to add conditional merge statements into templates Open Microsoft Word. Go to the Insert tab. Click Quickparts and select Field from the dropdown. Under the Field names list, select If. Under Field Codes, enter your conditional statement. Click OK.

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