How do I use multiple checkboxes with at least one required when creating a form?

Vinicius Pardini, Product Specialist - DocuSign Professional Services Team


Overview
When you are working with forms, it’s a common requirement to use checkboxes and in most part of cases you need to choose at least one of the checkboxes to get the process completed. But it’s not possible to solve with regular checkboxes or radio buttons.
 

Objective
The main objective of this document is to educate a DocuSign administrator to create a form with multiple checkboxes making at least one required.
 

Prerequisites
*The documentation below is for the New DocuSign Experience* *Steps further in this documentation assume you already understand basic functions to create a template, calculated fields and conditional fields*
 

Add checkboxes to the template
Add all checkboxes to the document.
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Create text fields to each checkboxes
For each checkbox, we need to add a text field.

User-added image

Each text field should have this following properties:
  • Required Field: Checked
  • Read Only: Checked
  • Add Text: 1
  • Character Limit: 1
  • Color: Same color of the document (in this case, white)
  • Validation: Numbers
  • Conditional Logic: This field should appear only when the related checkbox is checked.
 
Add a formula field
After add all text fields, we should add to the template a formula field with the following configuration:
  • Formula: Sum of all text fields, for this example [T1] + [T2] + [T3] + [T4] + [T5] + [T6]
  • Decimal Places: 0
  • Color: Same color of the document (in this case, white)
 
Add a note and text field
Customer needs to know that is required choose at least one option to complete the envelope, so for do that, we’ll add a note and a text field with Regex Pattern.
 
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Note should have the configuration below:
  • Add Text: To complete the envelope, choose at least one of the options below:
  • Conditional Logic: This field should appear when the result of formula field is equal to 0.
Text field should have the configuration below:
  • Required Field: Checked
  • Character Limit: 1
  • Color: Same color of the document (in this case, white)
  • Tooltip: Choose at least one of the options to complete the envelope
  • Validation: Custom
  • Regex Pattern: ^(?!0)0$
  • Error Message: ERROR: You need to choose at least one option to complete the envelope
  • Conditional Logic: This field should appear when the result of formula field is equal to 0.
 
Now you’re ready to send envelopes with multiples checkboxes with at least one required.