Insert Condition

use the insert condition action to mark checkboxes or radio buttons in a pdf form based on conditions defined using salesforce data when the document is generated, the checkbox is ticked if the condition is met you can also apply conditions using values returned from single resources, collections, or runtime variables in the template steps to insert a condition navigate to the document generation tab in the cloudfiles app and open the pdf form in edit mode using the menu (⋮) next to the template click on the checkbox in the pdf that needs to be marked based to a condition in the right side panel, select insert condition set the condition with a field from the salesforce object example business type c = c corporation if the condition is true when the document is generated, the checkbox will be ticked use case you are configuring a w 9 form for contact records based on the value in a custom field like business type c , you want to automatically select the correct classification box, such as “c corporation,” “llc,” or “individual/sole proprietor ” steps after inserting text fields with insert field , scroll to line 3a of the w 9 form click on the checkbox next to "c corporation" select insert condition and set business type c = c corporation do the same for the remaining options individual/sole proprietor → business type c = individual s corporation → business type c = s corporation partnership → business type c = partnership llc → business type c = llc trust/estate → business type c = trust once each checkbox is configured, click publish refer to the video below to see how to apply conditional logic for checkboxes the section from 01 14 to 02 15 shows how to use insert condition to select the correct classification checkbox based on the value of a picklist field like business classification c on the contact record