Tax and contractor ops
They need hidden routing questions that decide whether W-9 or W-8 style sections should appear without printing the routing question on the final document.
Buyer-facing conditional utility
Ship conditional forms without leaking hidden answers, breaking document branches, or guessing what survives after a toggle.
This tool turns branch logic into a practical planning aid. Choose conditional scope, trigger model, rule depth, hidden-data policy, implementation path, and QA surface, then generate a logic architecture, a starter branch preview, and a copyable QA brief.
- 1 explicit trigger-to-branch map
- 4 logic traps called out before launch
- 0 inactive-branch surprises in the final PDF
Conditional Logic Planner
Model the branch logic before hidden fields and conditional documents become production bugs.
Choose the real branch unit the buyer cares about, not the one that looks simpler in a demo.
The trigger must stay obvious enough that operators can explain why a branch appeared or disappeared.
Many logic failures come from treating exact branch values as if simple not-empty checks were enough.
Branch data policy matters because hidden values can still leak into outputs even after the UI hides them.
Pick the path the team will actually maintain, because branch semantics drift quickly between builder, tags, API, and embed.
Branch logic is only sellable when buyers know the active path, the inactive path, and the final output have all been tested.
Recommended logic path
API-Defined Conditional TemplateDefine conditional branches deliberately in the template payload so field visibility and final output do not drift apart.
Logic methods
Conditional map
Starter logic preview
Logic rules
Copyable logic brief
Acceptance checklist
Recommended DocSafe entry
DocSafe Setup SprintBest when the buyer already knows the first branch lane and needs the logic implemented and QA'd correctly.
Need stable field names and branch keys too? Open Field Schema Need host-session behavior and completion QA too? Open Embed Launchpad Need optional steps and signer completion QA too? Open Signer Experience Need multi-document packet architecture too? Open Packet Builder Open DocSafe Setup SprintFirst Buyers
This is easiest to sell where one answer controls which fields or documents should exist at all.
Claims and compliance packets
They need one choice to activate the correct disclosure or release document without both document branches appearing.
Embedded product teams
They need branch visibility, locked fields, and completion behavior to survive the real host session instead of only the standalone preview.
Issue Signals
This planner is grounded in real hidden-field, branch, and completed-output demand.
Hidden routing questions need to stay off-document
Docuseal issue 168 describes hidden questions that decide whether W-9 or W-8 style fields should appear, without printing the question on the PDF itself.
Open IssueREST-defined conditions need explicit mapping
Docuseal issue 513 shows buyers trying to create conditional fields through REST and discovering that simple condition attributes do not behave like the GUI expects.
Open IssueRadio branches need equals logic, not only not-empty
Docuseal issue 515 shows a yes or no radio choice that should reveal different initial fields, but API payloads default toward presence logic instead of explicit branch values.
Open IssueConditional documents need grouped branch semantics
Docuseal issue 523 shows one radio group trying to control two different documents and exposing why grouped AND or OR logic must be designed deliberately.
Open IssueToggle QA matters when fields can disappear
Docuseal issue 254 shows a checkbox-based conditional field flow where unchecking the trigger makes both the trigger and the dependent field disappear.
Open IssueInactive-branch text should not survive completion
Docuseal issue 291 shows hidden branch content still showing in the completed document after the signer switches to a different radio choice.
Open IssueConditional fields and formulas already exist as a platform capability
The Docuseal README lists conditional fields and formulas directly, which means the buyer problem is safe branch design and QA rather than whether the capability exists at all.
Open Repo