Required field help

Follow

Susan Huey

• January 09, 2023 14:35

We are using a CPA charge form to collect credit card and bank account information.  How do I set the credit card and the bank account as required fields?  I would need them to be able to choose which one they want to use and not make both required.

0

• Official comment

  

  Christopher Ragland

  • January 09, 2023 19:14

  Hey Susan,

  Thank you for posting here in the Forums!

  Conditional Fields is a great option for this case. We have a great video tutorial available in our PandaDoc Learning Center that showcases how to use Conditional Fields. The video is about three minutes and will show you every step of the process. 

  Thank you for choosing PandaDoc!

  Comment actions Permalink

Please sign in to leave a comment.