How to configure and enforce validation for checkbox groups in a document?
Checkboxes cannot be marked as required fields directly, validation allows you to enforce selection rules, such as setting a minimum or maximum number of checkboxes that can be selected. By grouping checkboxes and adjusting validation settings, you can ensure that users make the necessary selections while preventing unintended choices.
Follow the steps below to configure checkbox groups with validation for selection control:
- Click
Create New, selectCreate New Document, and you will be directed to the Prepare document for signing page. - Add files on the Add files section and Add recipients.
- Fill in any other required fields and click the
Nextbutton to go to the Configure fields page. - On the Configure Fields page, drag and drop the Checkbox field to the required location.
- Click
Add Checkboxin the Checkbox Values section to create multiple checkboxes within the group.
- In the
Validation Typefield, choose the appropriate validation rule and set the corresponding value
-
Once done, click
Sendto finalize and send the document for signature. -
When signers open the document, a tooltip will display the validation requirements. They must meet these conditions to complete the signing process.
Checkbox Validation Options
Minimum: Requires at least a specific number of checkboxes to be selected.
Example: Setting Minimum = 2 means the signer must select at least two checkboxes before proceeding.
Maximum: Limits the number of checkboxes that can be selected.
Example: Setting Maximum = 3 means the signer can select up to three checkboxes but no more.
Absolute: Enforces an exact number of selections.
Example: Setting Absolute = 2 means the signer must select exactly two checkboxes—no more, no less.
Range: Defines a minimum and maximum number of checkboxes that can be selected.
Example: Setting Range = 2-4 means the signer must select at least two checkboxes but no more than four.
For more information on adding group checkbox, refer to this article: How to add a group checkbox to the document?
