Conditional fields
Available in the Enterprise edition
Zoho Sign's conditional fields empower users to build interactive and intelligent signature workflows, simplifying the signing process while enabling dynamic field insertion and data collection. This functionality enables senders to create conditional workflows in documents based on the inputs provided by the recipient in existing fields.
For example: A hospital processing a patient's intake form can set up conditions to:
- Display the request for the details of the patient's legal guardian if they are under 18 years of age.
- Request more details if the patient checks the 'Others' option under the Allergies section.
- SHOW- Displays a hidden field or section when the condition is met.
- HIDE- Hides a visible field or section when the condition is met.
- ENABLE- Makes a disabled field interactive or editable when the condition is met.
- DISABLE- Makes an enabled field non-editable or disabled when the condition is met.
- ANY- The condition is true if any of the specified conditions are met (i.e., at least one condition in the set must be true for the action to occur).
- ALL- The condition is true if all specified conditions are met (i.e., every condition in the set must be true for the action to occur).
Supported fields | Conditions |
Text field/Formula field/Radio/Dropdown/Date | =, !=, <, >, <=, >=, IN, NOT IN, CONTAINS, NOT CONTAINS |
Checkbox | IS CHECKED, IS NOT CHECKED |
Image/Attachment | IS FILLED, IS NOT FILLED |
Conditional operators | Associated action |
| = | The condition is true if the field value exactly matches the specified value. |
!= | The condition is true if the field value does not match the specified value. |
< | The condition is true if the field value is numerically less than the specified value. |
> | The condition is true if the field value is numerically greater than the specified value. |
<= | The condition is true if the field value is less than or equal to the specified value. |
>= | The condition is true if the field value is greater than or equal to the specified value. |
IN | The condition is true if the field value matches any value in a predefined list of values. |
NOT IN | The condition is true if the field value does not match any value in a predefined list. |
CONTAINS | The condition is true if the field value contains the specified substring or value. |
DOES NOT CONTAIN | The condition is true if the field value does not contain the specified substring or value. |
IS CHECKED | The condition is true if a checkbox or radio button field is checked. |
IS NOT CHECKED | The condition is true if a checkbox or radio button field is not checked. |
IS FILLED | The condition is true if the field has any value (i.e., it is not empty). |
IS NOT FILLED | The condition is true if the field is empty (i.e., no value is provided). |
Now, let's consider a scenario where a hospital intake form lets you add conditions to dynamically enable the fields that request additional information such as the patient's legal guardian's name, home address, phone number, and email address if the patient's age is below 18.
Assigning conditional fields to documents
- Set up the recipient workflow. Know how to set up recipient workflows in Zoho Sign.
- After you finish assigning form fields in the active document for your recipients, click on the field that you want to set conditions for.
- The settings that you can perform on the field will appear in the right navigation pane.
- Scroll down to find the Conditions section. You can choose to Show, Hide, Enable, or Disable a field.
- Further, choose whether you need All or Any of the conditions to be met.
- Click Add condition. Choose the field that you want to link the selected field with and add the corresponding condition.
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