Adding Conditional Logic to Your Forms with Docdown

Docdown enhances document automation by allowing the use of conditional logic. This feature lets documents dynamically display or hide sections and adjust content based on specific input criteria such as text, numbers, dates, or form responses.

To add conditional logic:

1. Access your Document
   • Click Documents from the navigation sidebar.
     
   • Choose the document you want to edit and click on it to open it in the editor.
2. Select the Field for Conditional Logic
   • Click on the field you want to apply conditional logic. This action will open the properties pane on the right side of the screen.
3. Initiate Conditional Logic Setup
   • Within the properties pane, click on the Conditional tab.
     
   • Click Add Conditional Logic.
     
4. Determine the Condition Type
   • Use the Condition Type dropdown menu to choose the type of condition you want to apply. Options include:
     
     • Show this field: Makes the field visible based on the condition.
     • Hide this field: Hides the field based on the condition.
     • Set value or formula: Changes the field's value based on specific criteria.
       
5. Specify Conditions

     Important Initial Setting

   Due to a technical limitation, please first save the field in a hidden setting. This ensures the conditional logic functions correctly upon activation.

   • For show/hide actions:
     • If you selected to show or hide the field, you'll need to specify the condition that triggers this action:
       • In the Match Rules field, decide if all conditions must be met (All) or if any one condition triggers the action (Any).
     • Click Add Rule to define each condition. A new section will appear with two dropdown menus:
       • The first dropdown allows you to select which field the condition applies to (from a list of all available fields in the form).
       • The second dropdown lets you specify the condition for that field, such as "is empty" or "is not empty."
         
         In this example, the selected field (Item) will be displayed on the form if the account_number field is not empty.
   • For setting values/formulas:
     • Click on the Value or formula text field. A list of all available fields within the form will be displayed, enabling you to construct a formula using these fields.
     • Input the desired value or use the fields to build a formula expression. For example, you can create expressions to calculate sums, averages, or apply conditional statements.
     • Click Add Rule to establish when the formula should apply, specifying the trigger conditions using the dropdown menus.
       
       
       In this example, the selected field (Amount) will display the result of the quantity*rate calculation.
6. Click Save to apply the conditional logic.
7. Expand Conditional Logic (Optional)
   • If your document requires additional conditional logic rules, click Add Conditional Logic again and replicate the steps for each new condition.
8. Review and Adjust
   • After adding your conditions, review them to ensure they meet your requirements. If you change your mind or need to adjust the logic, click the Delete button underneath the condition area to remove it.
     
9. Test the Conditional Logic
   To ensure your conditional logic works as expected, you can test it:
   

   • Preview the Form: Click Form within the document editor to simulate the recipient's view.
     

   • Fill in the Form: Input data into your form fields based on the conditions you've set. For example, if you have a condition displaying only a field when another field is filled out, try entering and not entering data in the triggering field to see if the conditional field behaves correctly.

   • Evaluate Results: Observe how the form dynamically adjusts based on the input data. Ensure fields show or hide as expected and that calculated values appear correctly according to your conditions.

   • Adjust if Necessary: If the conditional logic does not behave as anticipated, return to the document editor to revise your conditions. Repeat the testing process until the logic performs as desired.