How To Set Adobe Form Field Conditions

OVERVIEW

On Adobe eSignature forms, you can set up conditions to allow fields to interact with each other. A condition allows you to either Show or Hide a field when the condition values are met.

 TIP:

You must have at least two fields on the document for the Conditions setting to become available.
Standard tax forms must be edited before conditions can be applied.  

INSTRUCTIONS

To set a condition on a field in the drag-and-drop editing environment, right-click the field and select Edit, or double-click the field. The properties window opens for that field. Click Conditions to expand that section.
 

1. Set the action. This option sets whether this field is shown, hidden, or disabled when the condition is met.

• Show: The field is hidden by default, and then revealed when the condition is met.

• Hide: The field is shown by default, and then hidden when the condition is met.

• Enable: The field is hidden until the condition exposes the field as editable by the recipient

• Disable: The field is available until the condition disables the field from the recipient, preventing interaction. The field is still visible in its disabled state.

 

2. Set the conditions that must be met to trigger the action. 

• Any: Any one of the conditions you create can trigger the action.

• All: All of the conditions you create must be completed to trigger the action.

 

3.  Select a trigger from the list of options. Each option is a field that has a different set of states that the trigger can check against. 

 

4. Select the operator for the trigger. The operators equate to the states in which the field could represent. For example, if you're setting up a trigger for a checkbox, the options are is and isn't, since there are only two states of a checkbox (selected and deselected). Text fields allow for a larger range of operators to assess equivalence, relative values, and sections of text. 

5. Set the value to trigger the condition. For example, this would be checked or unchecked for checkboxes and an expression for text fields.