Conditional Logic
The Conditional Logic feature in OpenSign allows widgets to dynamically change their behavior based on the values entered or selections made in other widgets while a signer is signing a document.
Instead of displaying every field at once, Conditional Logic helps you create intelligent, interactive forms by showing, hiding, or changing the requirements of fields only when specific conditions are met. This simplifies the signing experience by displaying only the fields that are relevant to the signer.
What Can Conditional Logic Do?
Using Conditional Logic, you can configure a widget to perform one of the following actions:
Show this Field
Displays the target widget only when the configured condition is met.
Example
If the signer selects Employee from a Dropdown field, an Employee ID field can be displayed automatically.
Hide this Field
Hides the target widget when the configured condition is met.
Example
If the signer selects No for "Do you have a secondary address?", the Secondary Address fields can be hidden.
Make Required
Makes the target widget mandatory when the configured condition is met. The signer must complete the field before they can finish signing the document.
Example
If the signer selects Yes for "Are you currently employed?", the Employer Name field becomes required.
Make Optional
Makes the target widget optional when the configured condition is met. The signer can complete the document without filling in that field.
Example
If the signer selects No for "Do you have previous work experience?", the Previous Employer field becomes optional.
Benefits of Conditional Logic
Conditional Logic helps you build dynamic and user-friendly documents by:
- Displaying only relevant fields to the signer.
- Reducing unnecessary data entry.
- Creating interactive forms without requiring multiple document templates.
- Simplifying complex workflows.
- Improving the signing experience.
- Ensuring required information is collected only when applicable.
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, Equals, Does Not Equal |
| Radio Button | Is Checked, Is Not Checked, 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
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
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)
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)
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 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 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 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)
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 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 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)
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)
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
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
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)
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)
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
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
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)
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)
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™!