Category: Capabilities of DocupletionForms

Disable a Hidden Field that is Required When Shown!

Capabilities of DocupletionForms, Conditional Logic, form builder

1. If you have a checkbox that you want checked so that people filling out your form, you have to uncheck to deselect it rather than check it to select it, type the following:   

                                                         |check   

Right after the selection in the checkbox just like the illustration below.

2. Then in the field that you want shown if somebody leaves the checkbox checked, click required so that we can then go to the conditional logic to show you how to properly conditionally disable and enable the required field.

3. Check to disable the field in the add action when the checkbox is not checked.  then make sure to make a second rule (at the very bottom) that hides the field is the checkbox is not checked.  This way you do not set the field to be required and when it is hidden have a form that cannot be submitted because there is a hidden yet still required field.  fun, fun, fun.  

Link to the form so you can see the disabled element be required and enabled when selected and shown.

https://docupletionforms.com/formbuilder/forms/example-conditional-logic-form

Confirmation, Notification and Embed/Link Settings

Capabilities of DocupletionForms, form builder

1. Click the settings tab in the actions drop down menu in the form tab.
2. Click the circled elements and make sure to enter the appropriate information so that the person submitting their form receives a confirmation email.  I circled the redirect to another page setting, but you can select the two options that give the person submitting the form a message rather than redirecting them anywhere.

3. Click the circled elements and make sure to enter the appropriate information so that you yourself receive a preset notification email.

4. Click the publish & share tab in the actions drop down menu in the form tab.

5. Click either the embed full form tab (gives you an html code to embed into your page where you want to embed the form.  Our name will not appear at the top of your form), the embed pop up form tab (gives you an html code and it is really nice looking the way it makes the form pop over the page where you embed it.  It can cause problems with the spacing on your desktop viewed website pages and it can also interfere with smartphones.  You just have to fiddle with it.  It is super nice looking.  Our name will not appear at the top of your form), or the share link tab (leave the without box checkbox unchecked at the bottom friendly link section and our name will show at the top of your form, check it and it will not show, but it will be a full page).

How to set conditional logic rules in a form.

Capabilities of DocupletionForms, Conditional Logic, form builder

1. Made a simple contact form with 3 fields we do not need to show unless the answer to the previous question indicates that the person filling out the form has one or more of the following: phone number, website or Facebook.

2. So then we save the form and click the 3rd option at the bottom so that you can use the Form Manager to set the conditional logic rules.  

3. In the Form Manager click actions and conditional rules.

4.  Then click add rule, condition and action 3 times or however many times you need to set as many rules as you want.  These are simple rules for showing a text field question if the person has indicated in the check box that they have any of the following: phone, website, Facebook. Simple. 

The link to this form is: https://docupletionforms.com/formbuilder/forms/example-conditional-logic-form

Hope this helps.  – James

How to signup to use the FREE Form Editor inside of DocupletionForms.com

Capabilities of DocupletionForms, form builder

This is a quick tutorial with pictures of how to setup a conditional logic form.  At the end there is a link to an article on our our professional association site NAOLDP on how to use the Data-Merge.  Thanks for reading.  – James

1. Go to www.DocupletionForms.com, click to signup for the FREE Form Editor.

2. Enter an email and a password.

3. Login.

4. Click create form.

5. Drag, drop & customize as many contact form elements as you want to inside of the form editor screen.  make sure to add a submit button, and click save.

6. You have 3 options, but we are going to click the 3rd finished option that says take me to the form manager so that we can set conditional logic rules.  conditional logic rules are what tell your form to ask different next questions of the people filling out your form based on their answers to the previous questions in the form.  

7. To the right of the form you are working on, click the action button and select the conditional rules tab from the drop down menu.

8. Click add rule.

9. Set a condition and set an action.  make sure to click the green save button.

10. Go back to the forms screen and select the submissions tab from the drop down menu.

11. Click the eye button to the right to see the submission.

12. i wrote a neo-irish blessing for fun.

13. Below is the form reader that can be accessed by clicking “Merge” once logged into DocupletionForms.com.  

 

 14. Click Here for a link to an instructional on how to use the Data-Merge.  

Thanks for checking out the free form editor.  

 

Regards,

James F. Polk, Founder of DocupletionForms

 

Our New Logo!

Capabilities of DocupletionForms

DocupletionForms logo

DocupletionForms is a deterministic document automation platform. You build one intake form, and the platform conditionally selects and populates multiple finished documents at once based on the answers people give you — no AI guesswork, just rule-based logic that produces the same documents from the same inputs every time.

That conditional logic runs at two levels. The form itself can branch — asking different follow-up questions based on previous answers — and the same rules decide which documents get generated and how each one is filled. A single submission can produce several completed documents in one pass.

Finished documents don’t just sit in a folder, either. DocupletionForms writes submission data and completed documents back into Salesforce, and delivers documents out through Zapier and webhooks — so the output lands wherever your workflow already lives.

Pricing is straightforward. The Starter plan is $67/month — a low-friction entry point for testing the platform and simpler form-to-document workflows. The Professional plan is $497/month, built for document-heavy business operations and serious automation. You can start small and upgrade as your workflows grow. See the full breakdown at docupletionforms.com/pricing.

Thanks for reading the blog.

Regards, James F. Polk, Founder of DocupletionForms.

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