Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fields
radio buttons with conditional logic
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!Â
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Karim Kawambwa commented
Would the conditional logic be able to hide entire sections?
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Alex Benitez commented
Thank you, Valeryia, for this great news!!! Did you know when will be available for Forms?
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Andrew Arbuckle commented
How do i get on the Beta for this?
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Paul Cedric Guevarra commented
Our user mentioned: My suggestion would be to be able to create a conditional field that depending on the answer, you can also show blocks (like text or images)
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Thea Pasilan commented
Riaz wants a text field to appear if his recipient clicked on Yes, but if the recipient clicks No, a textfield with N/A note should appear
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To be more specific -- with radio buttons and the initial/signature fields. If the recipient clicks one of the options (A, B, C, etc) it will require their initials.
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For example, if the customer chooses option A or B or C in a drop-down, then there is a condition out of that.
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Katie Schrader commented
Would really love this option because we need clients to choose one or the other, many times, and one needs to be required before sending back.
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Angelica Lapat commented
if the person filling the form out marks yes then another set of questions appear
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Paul Cedric Guevarra commented
Optional Buttons for conditional functions.
- this feature will allow to hidden pages to appear when it wan chosen.
https://share.vidyard.com/watch/oqaBbvAARr3ohSSzeGmgPi? -
Roman Hankevych commented
Question is about checkboxes/dropdowns: if a client chooses 'Yes' in the checkbox/dropdown, is it possible that the follow-up question field becomes automatically mandatory?
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Aldo Zambrana commented
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fields;
if a recepient selects NONE -> then fields disappear.I know it seems obvious to be able to do that with the same logic, but just wanted to make sure it is possible to leave it blank and not have some sort of validation that says that logical formatting requires at least one field to be assigned.
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Solomiia Mereniuk commented
, I have created a multi option field in PD and dependent on the options selected, I want to add the relevant content in the needed section of my template (part of the ordinary table).
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Yuliya Tsiushkevich commented
ability to send documents based on selected fields
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Jomarie Papas commented
generate a custom report based on the answers on the forms
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Iosepa Nawahine commented
Some type of conditional logic would be very beneficial for us and the customer as it would help organize documents and fields better. The purpose would be... if a field says a certain thing then a specific document or field will appear or toggle off depending on what the field contains.
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Polina Ismailova commented
Have a conditional logic behind fillable fields. True/false. If true fill out this part if false proceed to next.
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Paul Cedric Guevarra commented
Optional Signatory Button
Will be use if there is a 2nd optional signatory.
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Paul Cedric Guevarra commented
Check box will be automatically assigned base on the recipient's gender
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Customer Service commented
If a customer answers Yes/No to a question and a supporting document upload is required based on that answer. The document can't be submitted until they have uploaded that document.
Also if there is a question and you ask a customer to either upload Document Type A or Document Type B, an either or situation. The document can't be submitted until they have uploaded at least one of those documents.
Ex. Please upload one of the supporting documents types below:
Document Type A <Upload>
Document Type B <Upload>