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ADVANCED Conditional Logic & Formulas (DocuSign Tutorial)

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Sofian from Solusign

Sofian from Solusign

Күн бұрын

Пікірлер: 22
@Solusign
@Solusign 2 жыл бұрын
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@mohammadirfanjawed2460
@mohammadirfanjawed2460 2 ай бұрын
Useful
@hectormald.6314
@hectormald.6314 Жыл бұрын
Awesome video :) is it possible to create a condition or logic over a dropdown list? Ex. I pick option a and triggers box a, pick option b triggers box b, pick option c triggers box c, etc.?
@VanNguyen-jv4qq
@VanNguyen-jv4qq Жыл бұрын
Great video. I have a tricky request from my form. In our form, clients not residing in the UK must attach the ID document. I have watched many of your videos and can finally do the custom field for the "Country". but I still do not know how to do conditional logic or formula for that request. Can you help pls??? Thanks
@Farid-ut1wc
@Farid-ut1wc 7 ай бұрын
Perfect and very helpful
@John-iy3jh
@John-iy3jh Жыл бұрын
Great video, thank you!! Is it possible to add an if function that will auto populate a # based on the response from a drop down?
@Solusign
@Solusign Жыл бұрын
Yes but it will have to be a static number, can’t be a variable
@evanstone7345
@evanstone7345 2 жыл бұрын
Hi there! This is probably so easy but I'm trying to create a text field for my clients to enter comments on a contract. I do not require them to put anything in the box if they dont want to, but i cant seem to make the text box optional... Can someone lend a hand? Thanks in advance!
@Solusign
@Solusign 2 жыл бұрын
Just uncheck the required box in the property panel when the field is selected
@doughtyv
@doughtyv 2 жыл бұрын
This video was so helpful. I used a lot of these techniques on our own version of a beneficiary form. Our primary and contingent section are separate though, so setting up the conditional logic and formulas was easier than the form in your video. The only issue I'm having is that the error message I created for when the percentages don't equal 100 appears on the form regardless of the formula being wrong/right. I sent the form to myself just to make sure and I could see the error messages before anything was entered into the data fields and even when the percentages were equal to 100. What do you think I did wrong? Thanks!
@Solusign
@Solusign Жыл бұрын
You've got this issue because the condition that's meant to trigger the error message isn't set up correctly and thus the error message is not displaying conditionally but at all times. You need to check how the condition is set up.
@albertoantonio381
@albertoantonio381 2 жыл бұрын
Hello, Is there a way to add a conditional field that, when the trigger is met, an additional document is made visible?
@Solusign
@Solusign 2 жыл бұрын
Unfortunately not
@r.morgante-richmeier7497
@r.morgante-richmeier7497 2 жыл бұрын
Great video! On a contract could I have 4 signors but if they only complete one signor how do I route it to move forward if the other 3 are not needed? Is that the conditional formatting you used for the beneficiary fields?
@Solusign
@Solusign 2 жыл бұрын
This is not possible at this time, you need a template for each 1,2,3 or 4 signers scenarios and use the correct one.
@nesatech.3324
@nesatech.3324 Жыл бұрын
My good man, Thanks for this beautiful video! I have a QUESTION: Can I make an EMAIL SUBSCRIPTION FIELD on my website, so when people hit their email address they instantly receive a DOCU SIGN to sign in the email address they left. What I mean by this is literally like they subscribe to the "NEWSLETTER EMAIL FIELD" and instantly receive their docu sign for signage. Thanks in advance... I would really appreciate if you could give me an ANSWER ASAP.
@the_afterthot
@the_afterthot Жыл бұрын
Docusign PowerForms might be what you're looking for
@SecondCita
@SecondCita 2 жыл бұрын
Any thoughts on why I don't have "Recipient Preview" as an option like you do? I have the highest level plan but do not have that option.
@Solusign
@Solusign 2 жыл бұрын
You only get that in the sandbox unfortunately, I know it sucks!
@josephineng8452
@josephineng8452 Жыл бұрын
Hello, Is there any way to compare two text fields and make sure the values entered are the same? Thanks in advance.
@Solusign
@Solusign Жыл бұрын
If the values are numerical yes AND the fields are owned by the same recipient, then YES
@josephineng8452
@josephineng8452 Жыл бұрын
@@Solusign Thanks!
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