Skip to content
← Ideas to Improve PandaDoc

How can we improve PandaDoc?

'multiple check boxes mandatory at once' has been merged into this idea

Ideas to Improve PandaDoc: Content Editing & Design

Categories

Group Check Boxes to Require One to be Checked / Select Atleast One Logic

I want to be able to group check box fields to require one checkbox to be selected in the group.

Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

We would like to make sure that the recipient does select at least one check box in the group before moving on.

A radio button doesn't help for this use case because they may need to select more than one of the options.

Example, IRS Form 8850 has these kinds of check boxes where at least one must be selected but multiple could be selected.

107 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Lindsey Schocke shared this idea  ·   ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • AdminAnonymous (Admin, PandaDoc) commented  · 

    This is a good feature to have as there is an option to group radio buttons.

    Another is to remove the labels on the grouped radio buttons, it does not help specially if the radio button is used on PDF's that already has labels and just needs to select one of many radio button options

  • DeNae commented  · 

    It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

  • Andrew Fisher commented  · 

    This is important for us - and a feature offered by some of your biggest competitors - including one I won't mention but whose name rhymes with Mock-you-swine.

  • Annie Hu commented  · 

    Any updates? This is a critical need for us. We could also accept if there's the ability to mark a field as required for REVIEW, vs. required to fill out

  • Anonymous commented  · 

    We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on a user determined/placed checkbox that will trigger subsequent, identified check boxes as live fields for user input, with typical ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If trigger checkbox is ‘=True’, then subsequent checkboxes are live to capture document recipient responses.
    If trigger checkbox is ‘=False’, then subsequent checkboxes are greyed out and unable to receive document recipient input

  • Sherwin John Mendoza commented  · 

    The customer would like the checkbox fields to be combined. Once one of the checkboxes is selected, the other checkbox will no longer be required.

  • Mat Howard commented  · 

    We have documents where we provide multiple checkboxes for a single question. For example, we may ask a user their gender. So we provide "Male", "Female", "Prefer not to say" as the options.

    We would like to group these checkboxes together and say the group is required. So the user would need to select at least one of the checkboxes in the group.

  • Samuel Oldenburg commented  · 

    We need this for both checkboxes, and text fields as we have a document where one of two text fields must be completed for the form to be valid, but our users are continually skipping the fields because it cannot be forced.

  • Ellen Wintrow commented  · 

    The radio buttons don't allow us to enter our own options or change the size/spacing to fit our documents.

  • Ellen Wintrow commented  · 

    You can't specify one checkbox most of the time, but one is required - such as when marking tax filing status (single/married/head of household), gender, EEO-C status, I-9 citizenship status, etc. This would be helpful when choosing from a list of options but ensuring that they aren't all looked over.