Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting it up with smart content that is conditional based on our custom variable in the smart form, but then the document cannot be automatically sent to the student. Someone has to manually assign the fields to the Student role and then send the form even though the content is already assigned to the Student role in our content library.