Easily Replace Conditional Fields into the Agreement Contract

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How to Replace Conditional Fields into the Agreement Contract

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do you want to learn how to use conditional logic in just stay tuned [Music] hey there welcome back to the channel its sofian here im a digital signature and workflow automation consultant and today im about to show you how you can either display or hide fields to your recipients based on the situation or their selection so lets just get right into it so lets just take an example and pretend that we are sending a form to our customers so they can let us know whether they want to pick up or a delivery option im not going to go through how to build the template from scratch so if youre not sure how i got there so far please watch the video thats popping up just right here and ill walk you through how to set up the templates here weve got a single answer question so im just going to add a radio button im going to place a button on each of the options and now the first thing you want to do is give a label to each of the options so im gonna go on the right hand side where it

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What is a conditional field in ?

You can reveal specific tabs (also known as fields) to signers when specified conditions are met by making them conditional fields. For example, you can reveal conditional fields for a user to input data after they select a checkbox, or require a user to provide additional data after entering text in a text field.

What is conditional routing for Salesforce?

2:31 7:38 How to Use Conditional Routing to Send Envelopes to the YouTube Start of suggested clip End of suggested clip You cant add a conditional recipient in the template. And leave the name and email blank. You needMoreYou cant add a conditional recipient in the template. And leave the name and email blank. You need to know who that person is going to be so if youre just sending a document to your signers.

How do I use conditional fields in ?

1:17 5:32 How To Set Up Conditional Logic in 2021 - YouTube YouTube Start of suggested clip End of suggested clip Two. And the third. Step is to go back on the trigger. And so you can click on one of the all theMoreTwo. And the third. Step is to go back on the trigger. And so you can click on one of the all the radio buttons it doesnt matter which one you click on and then youre going to go to the very.

How does conditional logic work in ?

1:36 5:32 How To Set Up Conditional Logic in 2021 - YouTube YouTube Start of suggested clip End of suggested clip And so you can click on one of the all the radio buttons it doesnt matter which one you click onMoreAnd so you can click on one of the all the radio buttons it doesnt matter which one you click on and then youre going to go to the very. Bottom right corner of the . Web app and choose

What is conditional logic for ?

You can use s conditional logic to display the text field only when Other is selected so that further information can be provided. Alternatively, you could just set up the text field as non required but this would give your recipients the opportunity to simply skip the field.

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.

How do you use formulas in ?

2:49 9:48 How To Set Up Templates With FORMULA FIELDS - YouTube YouTube Start of suggested clip End of suggested clip And save. So now I need to calculate. The total cost Im gonna go ahead and add another formula. AndMoreAnd save. So now I need to calculate. The total cost Im gonna go ahead and add another formula. And Im gonna give you the name label as well.

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Replace Conditional Fields into the Agreement Contract