Create Smart Forms with Conditional Logic » AssureSign

Create Smart Forms with Conditional Logic

The AssureSign Knowledge Base describes conditional logic as the feature that “allows you to enable or disable jotblocks when they only need to be presented based on a certain condition.”

In layman’s terms, the new conditional logic feature in AssureSign’s Simple Setup (drag & drop) environment empowers users to create ‘smart’ or ‘intuitive’ forms. Using conditional logic, designated input fields (jotblocks) can populate—or stay hidden—based on a signer’s prior input(s) or selection(s). Gone are the days of signers tabbing through unnecessary or inapplicable fields. With conditional logic, your forms know which fields to require from your signer based on your jotblock settings!

To get started, you’ll need to turn on the conditional logic function via your settings in the AssureSign portal. After logging into AssureSign, click on “Configure Settings” from the main navigation. Conditional logic is located under the “Application Features” tab. To turn it on, simply click “edit” > “yes” > “save.”

In the example below, we’ve uploaded a standard W9 form into the AssureSign Simple Setup environment. A W9 form contains many elements where conditional logic could come in handy. For example, Section 3 prompts the signer to select his or her tax classification from a list of several options. Notice how if the signer were to select “Limited liability company” (LLC), he or she must also indicate their tax classification (C, S, or P).

First, you’ll need to created a multiple choice jotblock (i.e. fields where signers can input responses or provide signatures) for Section 3 along with a separate text or drop down jotblock for the tax classification area next to “Limited liability company.” After both jotblocks are created, you can leverage conditional logic so that the tax classification jotblock only appears when a signer selects “Limited liability company.”

To do this, you’ll simply open the multiple choice jotblock and click “CONDITIONAL LOGIC” at the top of the editing window.

After clicking “ADD CONDITION,” you should see the two elements that support each instance of conditional logic: “If” and “Then.” This is how you’ll instruct the form to populate the tax classification jotblock if “Limited liability company” is selected. Simply begin following the prompts to add the “If” element to the condition (reminder: make sure you’ve created the separate text or drop down jotblock for tax classification first):

When finished, click “ADD CONDITION” and move to the “Then” element directly below. For this instance of conditional logic, you’ll toggle the “Hide this Jotblock” option OFF and the “Show this Jotblock” and “Make this Jotblock required” options ON.

These options can be manipulated to fit the needs of whatever form you’re working with. However, because the W9 requires the signer to provide his or her tax classification when selecting “Limited liability company,” you’ll want the tax classification jotblock to appear (and be required) when this is selected. When you’re done, click “SAVE JOTBLOCK” to save your work and close the jotblock’s editing window.

You can check the status of all your form’s conditional logic instances at any time by selecting the conditional logic icon to the left of your form.

For more help using conditional logic or to see if it’s included in your subscription tier, contact a member of our client services team.

Discover how conditional logic and other AssureSign features equip your business to provide a better customer experience. Contact a member of our team today.