Establish Conditional Field Document For Free

You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).

3 Answer(s) Go to the object's field page under Setup. Click on the view link for the field. Click the Set Field-Level Security button. Change the field to read-only for the appropriate profiles (You would need to change to appropriate profile to test)

Fields indicate to your recipients where they should sign, initial or add information in the document. They are like interactive electronic sticky notes on the document.

To add a LookUp field based on the value of another field: Click on SetUp (Gear Icon) and then click on the Object Manager. Click on the object you will be adding the Look Up field to.Select Fields & Relationships and then click the New. Select Lookup Relationship from the Data Type list and click Next.

Resolution In the Disclaimer editor, select Fields, click Advanced then select Conditional Field to insert a conditional field. On the right-hand side Properties pane, set the If property to Mobile.Click on the ellipses against the Then property.Enter Mobile: and from the Fields dropdown add the Mobile field.

Authored on 20201022 by Marlita Kahn MA. Opportunity. Conditional fields allow you to create documents that support a conditional workflow. Conditional fields only appear to the recipient when a specified condition is met.

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.