From 8e29305ef5abf08861eff11e54eba486bc25ac2d Mon Sep 17 00:00:00 2001 From: pravin Date: Fri, 26 Jun 2026 19:49:30 +0530 Subject: [PATCH] created the new page for conditional logic Created the new page for conditional logic. --- .../help/New-Document/conditional_logic.md | 2994 +++++++++++++++++ 1 file changed, 2994 insertions(+) create mode 100644 docs/docs/help/New-Document/conditional_logic.md diff --git a/docs/docs/help/New-Document/conditional_logic.md b/docs/docs/help/New-Document/conditional_logic.md new file mode 100644 index 000000000..ca2e43b45 --- /dev/null +++ b/docs/docs/help/New-Document/conditional_logic.md @@ -0,0 +1,2994 @@ +--- +sidebar_position: 6 +title: Conditional logic +--- +# Text Input Widget - Conditional Logic + +The **Text Input** widget in OpenSign supports **Conditional Logic**, allowing you to dynamically control its behavior based on values entered or selected in other widgets. + +Using Conditional Logic, you can configure the Text Input widget to: + +- Show the field +- Hide the field +- Make the field required +- Make the field optional + +Conditional Logic helps create dynamic documents by displaying only the fields that are relevant to the signer based on their responses. + +--- + +# Supported Trigger Widgets + +The Text Input widget supports the following trigger widgets: + +| Trigger Widget | Supported Operators | +|----------------|---------------------| +| Text Input | Equals, Does Not Equal | +| Number | Equals, Does Not Equal | +| Dropdown | Equals, Does Not Equal | +| Checkbox | Is Checked, Is Not Checked | +| Radio Button | Equals, Does Not Equal | + +--- + +# Supported Actions + +The following actions can be applied to a Text Input widget. + +| Action | Description | +|---------|-------------| +| **Show this field** | Displays the Text Input field when the configured conditions are met. | +| **Hide this field** | Hides the Text Input field when the configured conditions are met. | +| **Make Required** | Makes the Text Input field mandatory when the configured conditions are met. | +| **Make Optional** | Makes the Text Input field optional when the configured conditions are met. | + +--- + +# Condition Types + +When multiple rules are configured, OpenSign allows you to choose how those rules are evaluated. + +## All Conditions (AND) + +All configured conditions must be satisfied before the selected action is executed. + +### Example + +```text +Number = 10 + +AND + +Dropdown = HR + +AND + +Checkbox is Checked +``` + +**Result** + +The configured action is executed only when **all three conditions** are satisfied. + +--- + +## Any Condition (OR) + +The configured action is executed when **at least one** configured condition is satisfied. + +### Example + +```text +Number = 10 + +OR + +Dropdown = HR + +OR + +Checkbox is Checked +``` + +**Result** + +If any one of the configured conditions is true, the selected action is performed. + +--- + +# Text Input as the Trigger Widget + +The Text Input widget can control another Text Input widget. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Show this field | + +**Result** + +When the signer enters **HR**, the configured Text Input field is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Does Not Equal | +| Value | HR | +| Action | Show this field | + +**Result** + +The Text Input field is displayed whenever the entered value is anything other than **HR**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Hide this field | + +**Result** + +When the signer enters **HR**, the configured Text Input field is hidden. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Required | + +**Result** + +The Text Input field becomes mandatory when the signer enters **HR**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Optional | + +**Result** + +The Text Input field becomes optional when the signer enters **HR**. + +--- + +# Number Widget as the Trigger + +The Number widget controls the Text Input widget using numeric values. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show the Text Input Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Show this field | + +**Result** + +When the signer enters **5** in the Number widget, the configured Text Input field is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Does Not Equal | +| Value | 5 | +| Action | Show this field | + +**Result** + +The Text Input field is displayed whenever the entered number is **not equal to 5**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Hide this field | + +**Result** + +When the signer enters **5**, the configured Text Input field is hidden. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Make Required | + +**Result** + +The Text Input field becomes mandatory only when the Number widget contains **5**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Make Optional | + +**Result** + +The Text Input field becomes optional when the Number widget contains **5**. + +--- + +# Dropdown Widget as the Trigger + +The Dropdown widget controls the Text Input widget based on the selected option. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | HR | +| Action | Show this field | + +**Result** + +Selecting **HR** displays the configured Text Input field. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Does Not Equal | +| Value | HR | +| Action | Show this field | + +**Result** + +The Text Input field is displayed whenever the selected value is not **HR**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | HR | +| Action | Hide this field | + +**Result** + +Selecting **HR** hides the configured Text Input field. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | HR | +| Action | Make Required | + +**Result** + +The Text Input field becomes mandatory when **HR** is selected. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | HR | +| Action | Make Optional | + +**Result** + +The Text Input field becomes optional when **HR** is selected. + +--- + +# Checkbox Widget as the Trigger + +Checkbox widgets support two conditions. + +- Is Checked +- Is Not Checked + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Show this field | + +**Result** + +The Text Input field becomes visible when the checkbox is selected. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Hide this field | + +**Result** + +Selecting the checkbox hides the configured Text Input field. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Required | + +**Result** + +The Text Input field becomes mandatory whenever the checkbox is checked. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Optional | + +**Result** + +The Text Input field becomes optional whenever the checkbox is checked. + +--- + +## Is Not Checked + +The same actions can also be configured using the **Is Not Checked** condition. + +### Example + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Not Checked | +| Action | Show this field | + +**Result** + +The Text Input field is displayed while the checkbox remains unchecked. + +--- + +# Radio Button as the Trigger + +Radio Button widgets support the following operators: + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Manager | +| Action | Show this field | + +**Result** + +The Text Input field becomes visible when the signer selects **Manager**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Manager | +| Action | Hide this field | + +**Result** + +Selecting **Manager** hides the configured Text Input field. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Manager | +| Action | Make Required | + +**Result** + +The Text Input field becomes mandatory when **Manager** is selected. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Manager | +| Action | Make Optional | + +**Result** + +The Text Input field becomes optional when **Manager** is selected. + +--- + +# Multiple Conditions + +You can configure multiple conditions for a single Text Input widget. + +## All Conditions (AND) + +```text +Number = 10 + +AND + +Dropdown = HR + +AND + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Text Input field is displayed only when **all configured conditions** are satisfied. + +--- + +## Any Condition (OR) + +```text +Number = 10 + +OR + +Dropdown = HR + +OR + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Text Input field is displayed when **any one** of the configured conditions is satisfied. + +--- + +# Best Practices + +- Use descriptive widget names to make Conditional Logic easier to understand. +- Use **All Conditions** when every condition must be satisfied. +- Use **Any Condition** when any one condition should trigger the action. +- Test all Conditional Logic rules before sending the document. +- Avoid creating conflicting rules for the same widget. +- Keep your conditions simple and easy to maintain. + +--- + +# Notes + +- Conditional Logic is evaluated dynamically while the signer completes the document. +- Changes to trigger widget values immediately update the behavior of the Text Input widget. +- A Text Input widget can be both a **trigger widget** and a **target widget**. +- Multiple Conditional Logic rules can be configured for a single Text Input widget. + +# Number Widget - Conditional Logic + +The **Number** widget in OpenSign supports **Conditional Logic**, allowing you to dynamically control its behavior or the behavior of other widgets based on numeric values entered by the signer. + +Using Conditional Logic, you can configure the Number widget to: + +- Show a field +- Hide a field +- Make a field required +- Make a field optional + +Conditional Logic helps create dynamic documents by displaying only the fields that are relevant based on the signer's input. + +--- + +# Supported Trigger Widgets + +The Number widget can be controlled using the following trigger widgets: + +| Trigger Widget | Supported Operators | +|----------------|---------------------| +| Text Input | Equals, Does Not Equal | +| Number | Equals, Does Not Equal | +| Dropdown | Equals, Does Not Equal | +| Checkbox | Is Checked, Is Not Checked | +| Radio Button | Equals, Does Not Equal | + +--- + +# Supported Actions + +The following actions can be applied to a Number widget. + +| Action | Description | +|---------|-------------| +| **Show this field** | Displays the Number widget when the configured conditions are met. | +| **Hide this field** | Hides the Number widget when the configured conditions are met. | +| **Make Required** | Makes the Number widget mandatory when the configured conditions are met. | +| **Make Optional** | Makes the Number widget optional when the configured conditions are met. | + +--- + +# Condition Types + +When multiple conditions are configured, OpenSign provides two evaluation modes. + +## All Conditions (AND) + +All configured conditions must be satisfied before the configured action is executed. + +### Example + +```text +Text Input = HR + +AND + +Dropdown = Manager + +AND + +Checkbox is Checked +``` + +**Result** + +The configured Number widget action is performed only when **all three conditions** are true. + +--- + +## Any Condition (OR) + +The configured action is performed when **at least one** configured condition is satisfied. + +### Example + +```text +Text Input = HR + +OR + +Dropdown = Manager + +OR + +Checkbox is Checked +``` + +**Result** + +The configured Number widget action is executed when any one condition is satisfied. + +--- + +# Number Widget Triggered by a Text Input + +The Number widget can be controlled using values entered in a Text Input widget. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Show this field | + +**Result** + +When the signer enters **HR** in the Text Input widget, the configured Number widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Hide this field | + +**Result** + +The Number widget is hidden whenever the signer enters **HR**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Required | + +**Result** + +The Number widget becomes mandatory when the signer enters **HR**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Optional | + +**Result** + +The Number widget becomes optional when the signer enters **HR**. + +--- + +# Number Widget Triggered by Another Number Widget + +A Number widget can control another Number widget. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Show this field | + +**Result** + +When the signer enters **10**, the configured Number widget is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Does Not Equal | +| Value | 10 | +| Action | Show this field | + +**Result** + +The configured Number widget is displayed whenever the entered value is not **10**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Hide this field | + +**Result** + +The Number widget is hidden when the signer enters **10**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Make Required | + +**Result** + +The Number widget becomes mandatory when the signer enters **10**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Make Optional | + +**Result** + +The Number widget becomes optional when the signer enters **10**. + +--- + +# Number Widget Triggered by a Dropdown + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Show this field | + +**Result** + +Selecting **Manager** displays the Number widget. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Hide this field | + +**Result** + +Selecting **Manager** hides the Number widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Required | + +**Result** + +The Number widget becomes mandatory. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Optional | + +**Result** + +The Number widget becomes optional. + +--- + +# Number Widget Triggered by a Checkbox + +Checkbox widgets support two conditions. + +- Is Checked +- Is Not Checked + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Show this field | + +**Result** + +The Number widget becomes visible when the checkbox is checked. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Hide this field | + +**Result** + +Checking the checkbox hides the Number widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Required | + +**Result** + +The Number widget becomes mandatory whenever the checkbox is checked. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Optional | + +**Result** + +The Number widget becomes optional whenever the checkbox is checked. + +--- + +## Is Not Checked + +The same actions can also be configured using the **Is Not Checked** condition. + +### Example + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Not Checked | +| Action | Show this field | + +**Result** + +The Number widget is displayed while the checkbox remains unchecked. + +--- + +# Number Widget Triggered by a Radio Button + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Show this field | + +**Result** + +When the signer selects **Approved**, the Number widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Hide this field | + +**Result** + +Selecting **Approved** hides the Number widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Required | + +**Result** + +The Number widget becomes mandatory. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Optional | + +**Result** + +The Number widget becomes optional. + +--- + +# Multiple Conditions + +You can configure multiple conditions for a single Number widget. + +## All Conditions (AND) + +```text +Text Input = HR + +AND + +Dropdown = Manager + +AND + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Number widget is displayed only when **all configured conditions** are satisfied. + +--- + +## Any Condition (OR) + +```text +Number = 10 + +OR + +Dropdown = Manager + +OR + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Number widget is displayed when **any one** of the configured conditions is satisfied. + +--- + +# Best Practices + +- Use meaningful widget names to simplify Conditional Logic configuration. +- Use **All Conditions** when every configured rule must be true. +- Use **Any Condition** when only one matching condition should trigger the action. +- Test all Conditional Logic rules before sending the document. +- Avoid configuring multiple conflicting rules for the same Number widget. + +--- + +# Notes + +- Conditional Logic is evaluated dynamically while the signer completes the document. +- Any changes made to trigger widget values immediately update the behavior of the Number widget. +- A Number widget can be both a **trigger widget** and a **target widget**. +- Multiple Conditional Logic rules can be configured for the same Number widget. +- Number widgets only support numeric input. Conditional Logic comparisons are performed using numeric values. + # Dropdown Widget - Conditional Logic + +The **Dropdown** widget in OpenSign supports **Conditional Logic**, allowing you to dynamically control its behavior or the behavior of other widgets based on the option selected by the signer. + +Using Conditional Logic, you can configure the Dropdown widget to: + +- Show a field +- Hide a field +- Make a field required +- Make a field optional + +This feature helps create interactive documents by displaying only the fields that are relevant based on the signer's selection. + +--- + +# Supported Trigger Widgets + +The Dropdown widget can be controlled using the following trigger widgets: + +| Trigger Widget | Supported Operators | +|----------------|---------------------| +| Text Input | Equals, Does Not Equal | +| Number | Equals, Does Not Equal | +| Dropdown | Equals, Does Not Equal | +| Checkbox | Is Checked, Is Not Checked | +| Radio Button | Equals, Does Not Equal | + +--- + +# Supported Actions + +The following actions can be applied to a Dropdown widget. + +| Action | Description | +|---------|-------------| +| **Show this field** | Displays the Dropdown widget when the configured conditions are met. | +| **Hide this field** | Hides the Dropdown widget when the configured conditions are met. | +| **Make Required** | Makes the Dropdown widget mandatory when the configured conditions are met. | +| **Make Optional** | Makes the Dropdown widget optional when the configured conditions are met. | + +--- + +# Condition Types + +When multiple conditions are configured, OpenSign allows you to choose how they are evaluated. + +## All Conditions (AND) + +All configured conditions must be satisfied before the configured action is executed. + +### Example + +```text +Text Input = HR + +AND + +Number = 10 + +AND + +Checkbox is Checked +``` + +**Result** + +The configured action is performed only when **all conditions** are satisfied. + +--- + +## Any Condition (OR) + +The configured action is executed when **at least one** configured condition is satisfied. + +### Example + +```text +Text Input = HR + +OR + +Number = 10 + +OR + +Checkbox is Checked +``` + +**Result** + +The configured action is executed when any one condition is satisfied. + +--- + +# Dropdown Triggered by a Text Input + +The Dropdown widget can be controlled using values entered into a Text Input widget. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Show this field | + +**Result** + +When the signer enters **HR**, the configured Dropdown widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Hide this field | + +**Result** + +The Dropdown widget is hidden whenever the signer enters **HR**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Required | + +**Result** + +The Dropdown widget becomes mandatory. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Optional | + +**Result** + +The Dropdown widget becomes optional. + +--- + +# Dropdown Triggered by a Number Widget + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Show this field | + +**Result** + +When the signer enters **5**, the configured Dropdown widget is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Does Not Equal | +| Value | 5 | +| Action | Show this field | + +**Result** + +The Dropdown widget is displayed whenever the Number widget value is **not equal to 5**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Hide this field | + +**Result** + +When the signer enters **5**, the Dropdown widget is hidden. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Make Required | + +**Result** + +The Dropdown widget becomes mandatory when the Number widget contains **5**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 5 | +| Action | Make Optional | + +**Result** + +The Dropdown widget becomes optional. + +--- + +# Dropdown Triggered by Another Dropdown + +A Dropdown widget can control another Dropdown widget. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Show this field | + +**Result** + +When the signer selects **Manager**, the configured Dropdown widget is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Does Not Equal | +| Value | Manager | +| Action | Show this field | + +**Result** + +The Dropdown widget is displayed whenever any option other than **Manager** is selected. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Hide this field | + +**Result** + +Selecting **Manager** hides the configured Dropdown widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Required | + +**Result** + +The Dropdown widget becomes mandatory whenever **Manager** is selected. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Optional | + +**Result** + +The Dropdown widget becomes optional whenever **Manager** is selected. + +--- + +# Dropdown Triggered by a Checkbox + +Checkbox widgets support two conditions. + +- Is Checked +- Is Not Checked + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Show this field | + +**Result** + +The Dropdown widget becomes visible when the checkbox is checked. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Hide this field | + +**Result** + +Checking the checkbox hides the Dropdown widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Required | + +**Result** + +The Dropdown widget becomes mandatory whenever the checkbox is checked. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Optional | + +**Result** + +The Dropdown widget becomes optional whenever the checkbox is checked. + +--- + +## Is Not Checked + +The same actions can also be configured using the **Is Not Checked** condition. + +### Example + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Not Checked | +| Action | Show this field | + +**Result** + +The Dropdown widget is displayed while the checkbox remains unchecked. + +--- + +# Dropdown Triggered by a Radio Button + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Show this field | + +**Result** + +When the signer selects **Approved**, the Dropdown widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Hide this field | + +**Result** + +Selecting **Approved** hides the Dropdown widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Required | + +**Result** + +The Dropdown widget becomes mandatory. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Optional | + +**Result** + +The Dropdown widget becomes optional. + +--- + +# Multiple Conditions + +A Dropdown widget can have multiple Conditional Logic rules. + +## All Conditions (AND) + +```text +Number = 10 + +AND + +Dropdown = Manager + +AND + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Dropdown widget is displayed only when **all configured conditions** are satisfied. + +--- + +## Any Condition (OR) + +```text +Number = 10 + +OR + +Dropdown = Manager + +OR + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Dropdown widget is displayed whenever **any one** of the configured conditions is satisfied. + +--- + +# Best Practices + +- Use descriptive widget names to simplify Conditional Logic configuration. +- Use **All Conditions** when every configured rule must be true. +- Use **Any Condition** when any one matching condition should trigger the action. +- Test all Conditional Logic rules before sending the document. +- Avoid creating conflicting rules for the same Dropdown widget. +- Keep dropdown option values meaningful and consistent. + +--- + +# Notes + +- Conditional Logic is evaluated dynamically while the signer completes the document. +- Changes to the trigger widget values immediately update the behavior of the Dropdown widget. +- A Dropdown widget can act as both a **trigger widget** and a **target widget**. +- Multiple Conditional Logic rules can be configured for a single Dropdown widget. +- Conditional Logic compares the selected dropdown option with the configured value using **Equals** or **Does Not Equal** operators. + +# Checkbox Widget - Conditional Logic + +The **Checkbox** widget in OpenSign supports **Conditional Logic**, allowing you to dynamically control its behavior or the behavior of other widgets based on values entered or selected in other fields. + +Using Conditional Logic, you can configure the Checkbox widget to: + +- Show a field +- Hide a field +- Make a field required +- Make a field optional + +This feature enables you to create interactive and dynamic signing experiences by displaying or requiring fields only when specific conditions are met. + +--- + +# Supported Trigger Widgets + +The Checkbox widget can be controlled using the following trigger widgets: + +| Trigger Widget | Supported Operators | +|----------------|---------------------| +| Text Input | Equals, Does Not Equal | +| Number | Equals, Does Not Equal | +| Dropdown | Equals, Does Not Equal | +| Checkbox | Is Checked, Is Not Checked | +| Radio Button | Equals, Does Not Equal | + +--- + +# Supported Actions + +The following actions can be applied to a Checkbox widget. + +| Action | Description | +|---------|-------------| +| **Show this field** | Displays the Checkbox widget when the configured conditions are met. | +| **Hide this field** | Hides the Checkbox widget when the configured conditions are met. | +| **Make Required** | Makes the Checkbox widget mandatory when the configured conditions are met. | +| **Make Optional** | Makes the Checkbox widget optional when the configured conditions are met. | + +--- + +# Condition Types + +When configuring multiple conditions, OpenSign provides two evaluation modes. + +## All Conditions (AND) + +All configured conditions must be satisfied before the selected action is performed. + +### Example + +```text +Number = 10 + +AND + +Dropdown = Manager + +AND + +Text Input = HR +``` + +**Result** + +The configured Checkbox widget action is performed only when **all three conditions** are satisfied. + +--- + +## Any Condition (OR) + +The configured action is executed when **at least one** configured condition is satisfied. + +### Example + +```text +Number = 10 + +OR + +Dropdown = Manager + +OR + +Text Input = HR +``` + +**Result** + +The configured Checkbox widget action is executed when any one condition is satisfied. + +--- + +# Checkbox Triggered by a Text Input + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Show this field | + +**Result** + +When the signer enters **HR**, the configured Checkbox widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Hide this field | + +**Result** + +The Checkbox widget is hidden whenever the signer enters **HR**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Required | + +**Result** + +The Checkbox widget becomes mandatory when the signer enters **HR**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Optional | + +**Result** + +The Checkbox widget becomes optional when the signer enters **HR**. + +--- + +# Checkbox Triggered by a Number Widget + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Show this field | + +**Result** + +When the signer enters **10**, the Checkbox widget is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Does Not Equal | +| Value | 10 | +| Action | Show this field | + +**Result** + +The Checkbox widget is displayed whenever the Number widget value is not **10**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Hide this field | + +**Result** + +The Checkbox widget is hidden when the signer enters **10**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Make Required | + +**Result** + +The Checkbox widget becomes mandatory when the Number widget contains **10**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Make Optional | + +**Result** + +The Checkbox widget becomes optional when the Number widget contains **10**. + +--- + +# Checkbox Triggered by a Dropdown + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Show this field | + +**Result** + +When the signer selects **Manager**, the Checkbox widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Hide this field | + +**Result** + +Selecting **Manager** hides the Checkbox widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Required | + +**Result** + +The Checkbox widget becomes mandatory. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Optional | + +**Result** + +The Checkbox widget becomes optional. + +--- + +# Checkbox Triggered by Another Checkbox + +Checkbox widgets support two conditions: + +- **Is Checked** +- **Is Not Checked** + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Show this field | + +**Result** + +When the trigger checkbox is checked, the configured Checkbox widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Hide this field | + +**Result** + +Checking the trigger checkbox hides the configured Checkbox widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Required | + +**Result** + +The configured Checkbox widget becomes mandatory whenever the trigger checkbox is checked. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Optional | + +**Result** + +The configured Checkbox widget becomes optional whenever the trigger checkbox is checked. + +--- + +## Is Not Checked + +The same actions can be configured using the **Is Not Checked** condition. + +### Example + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Not Checked | +| Action | Show this field | + +**Result** + +The configured Checkbox widget is displayed while the trigger checkbox remains unchecked. + +--- + +# Checkbox Triggered by a Radio Button + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Show this field | + +**Result** + +When the signer selects **Approved**, the configured Checkbox widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Hide this field | + +**Result** + +Selecting **Approved** hides the configured Checkbox widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Required | + +**Result** + +The configured Checkbox widget becomes mandatory. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Optional | + +**Result** + +The configured Checkbox widget becomes optional. + +--- + +# Multiple Conditions + +A Checkbox widget can contain multiple Conditional Logic rules. + +## All Conditions (AND) + +```text +Number = 10 + +AND + +Dropdown = Manager + +AND + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Checkbox widget is displayed only when **all configured conditions** are satisfied. + +--- + +## Any Condition (OR) + +```text +Number = 10 + +OR + +Dropdown = Manager + +OR + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Checkbox widget is displayed whenever **any one** configured condition is satisfied. + +--- + +# Best Practices + +- Use descriptive widget names to simplify Conditional Logic configuration. +- Use **All Conditions** when every condition must be satisfied. +- Use **Any Condition** when any one condition should trigger the action. +- Test all Conditional Logic rules before sending the document. +- Avoid creating conflicting Conditional Logic rules for the same Checkbox widget. +- Use Checkbox widgets for simple Yes/No or multiple-choice scenarios. + +--- + +# Notes + +- Conditional Logic is evaluated dynamically while the signer completes the document. +- Changes made to trigger widget values immediately update the behavior of the Checkbox widget. +- A Checkbox widget can act as both a **trigger widget** and a **target widget**. +- Multiple Conditional Logic rules can be configured for the same Checkbox widget. +- Checkbox widgets support **Is Checked** and **Is Not Checked** conditions when used as trigger widgets. +``` +# Radio Button Widget - Conditional Logic + +The **Radio Button** widget in OpenSign supports **Conditional Logic**, allowing you to dynamically control its behavior or the behavior of other widgets based on the option selected by the signer. + +Using Conditional Logic, you can configure the Radio Button widget to: + +- Show a field +- Hide a field +- Make a field required +- Make a field optional + +Conditional Logic helps create dynamic and interactive document workflows by displaying or requiring fields only when specific conditions are met. + +--- + +# Supported Trigger Widgets + +The Radio Button widget can be controlled using the following trigger widgets: + +| Trigger Widget | Supported Operators | +|----------------|---------------------| +| Text Input | Equals, Does Not Equal | +| Number | Equals, Does Not Equal | +| Dropdown | Equals, Does Not Equal | +| Checkbox | Is Checked, Is Not Checked | +| Radio Button | Equals, Does Not Equal | + +--- + +# Supported Actions + +The following actions can be applied to a Radio Button widget. + +| Action | Description | +|---------|-------------| +| **Show this field** | Displays the Radio Button widget when the configured conditions are met. | +| **Hide this field** | Hides the Radio Button widget when the configured conditions are met. | +| **Make Required** | Makes the Radio Button widget mandatory when the configured conditions are met. | +| **Make Optional** | Makes the Radio Button widget optional when the configured conditions are met. | + +--- + +# Condition Types + +When multiple conditions are configured, OpenSign allows you to choose how those conditions are evaluated. + +## All Conditions (AND) + +All configured conditions must be satisfied before the configured action is executed. + +### Example + +```text +Number = 10 + +AND + +Dropdown = Manager + +AND + +Checkbox is Checked +``` + +**Result** + +The configured Radio Button widget action is executed only when **all configured conditions** are satisfied. + +--- + +## Any Condition (OR) + +The configured action is executed when **at least one** configured condition is satisfied. + +### Example + +```text +Number = 10 + +OR + +Dropdown = Manager + +OR + +Checkbox is Checked +``` + +**Result** + +The configured Radio Button widget action is executed whenever any one of the configured conditions is satisfied. + +--- + +# Radio Button Triggered by a Text Input + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Show this field | + +**Result** + +When the signer enters **HR**, the configured Radio Button widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Hide this field | + +**Result** + +The Radio Button widget is hidden whenever the signer enters **HR**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Required | + +**Result** + +The Radio Button widget becomes mandatory when the signer enters **HR**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Text Input | +| Condition | Equals | +| Value | HR | +| Action | Make Optional | + +**Result** + +The Radio Button widget becomes optional when the signer enters **HR**. + +--- + +# Radio Button Triggered by a Number Widget + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Show this field | + +**Result** + +When the signer enters **10**, the configured Radio Button widget is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Does Not Equal | +| Value | 10 | +| Action | Show this field | + +**Result** + +The Radio Button widget is displayed whenever the Number widget value is **not equal to 10**. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Hide this field | + +**Result** + +The Radio Button widget is hidden when the signer enters **10**. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Make Required | + +**Result** + +The Radio Button widget becomes mandatory when the Number widget contains **10**. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Number | +| Condition | Equals | +| Value | 10 | +| Action | Make Optional | + +**Result** + +The Radio Button widget becomes optional when the Number widget contains **10**. + +--- + +# Radio Button Triggered by a Dropdown + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Show this field | + +**Result** + +When the signer selects **Manager**, the configured Radio Button widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Hide this field | + +**Result** + +Selecting **Manager** hides the configured Radio Button widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Required | + +**Result** + +The Radio Button widget becomes mandatory whenever **Manager** is selected. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Dropdown | +| Condition | Equals | +| Value | Manager | +| Action | Make Optional | + +**Result** + +The Radio Button widget becomes optional whenever **Manager** is selected. + +--- + +# Radio Button Triggered by a Checkbox + +Checkbox widgets support two conditions: + +- **Is Checked** +- **Is Not Checked** + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Show this field | + +**Result** + +When the checkbox is checked, the configured Radio Button widget becomes visible. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Hide this field | + +**Result** + +Checking the checkbox hides the configured Radio Button widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Required | + +**Result** + +The Radio Button widget becomes mandatory whenever the checkbox is checked. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Checked | +| Action | Make Optional | + +**Result** + +The Radio Button widget becomes optional whenever the checkbox is checked. + +--- + +## Is Not Checked + +The same actions can also be configured using the **Is Not Checked** condition. + +### Example + +| Property | Value | +|----------|-------| +| Trigger Widget | Checkbox | +| Condition | Is Not Checked | +| Action | Show this field | + +**Result** + +The configured Radio Button widget is displayed while the checkbox remains unchecked. + +--- + +# Radio Button Triggered by Another Radio Button + +A Radio Button widget can control another Radio Button widget. + +## Supported Operators + +- Equals +- Does Not Equal + +--- + +## Show this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Show this field | + +**Result** + +When the signer selects **Approved**, the configured Radio Button widget is displayed. + +--- + +## Show this Field (Does Not Equal) + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Does Not Equal | +| Value | Approved | +| Action | Show this field | + +**Result** + +The Radio Button widget is displayed whenever a value other than **Approved** is selected. + +--- + +## Hide this Field + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Hide this field | + +**Result** + +Selecting **Approved** hides the configured Radio Button widget. + +--- + +## Make Required + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Required | + +**Result** + +The Radio Button widget becomes mandatory whenever **Approved** is selected. + +--- + +## Make Optional + +### Configuration + +| Property | Value | +|----------|-------| +| Trigger Widget | Radio Button | +| Condition | Equals | +| Value | Approved | +| Action | Make Optional | + +**Result** + +The Radio Button widget becomes optional whenever **Approved** is selected. + +--- + +# Multiple Conditions + +You can configure multiple Conditional Logic rules for a Radio Button widget. + +## All Conditions (AND) + +```text +Number = 10 + +AND + +Dropdown = Manager + +AND + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Radio Button widget is displayed only when **all configured conditions** are satisfied. + +--- + +## Any Condition (OR) + +```text +Number = 10 + +OR + +Dropdown = Manager + +OR + +Checkbox is Checked +``` + +**Action** + +Show this field + +**Result** + +The Radio Button widget is displayed whenever **any one** configured condition is satisfied. + +--- + +# Best Practices + +- Use descriptive widget names to make Conditional Logic easier to configure. +- Use **All Conditions** when every configured condition must be true. +- Use **Any Condition** when any single matching condition should trigger the action. +- Test Conditional Logic before sending the document. +- Avoid creating conflicting Conditional Logic rules for the same Radio Button widget. +- Use meaningful option labels to make conditions easier to understand and maintain. + +--- + +# Notes + +- Conditional Logic is evaluated dynamically while the signer completes the document. +- Changes to trigger widget values immediately update the behavior of the Radio Button widget. +- A Radio Button widget can act as both a **trigger widget** and a **target widget**. +- Multiple Conditional Logic rules can be configured for the same Radio Button widget. +- Radio Button widgets support **Equals** and **Does Not Equal** operators when comparing the selected option. +``` + +If you require more help, feel free to reach out to our customer support on support@opensignlabs.com. + +Happy signing with OpenSign™!