Steps to Insert a Condition:

  1. Navigate to the Document Generation tab in the CloudFiles app and open the PDF template in Edit mode using the menu (⋮) next to the template.
  2. Click the + Insert Checkbox button in the right panel.
  3. Click on a checkbox in the PDF that needs to be marked based on a condition, or select it from the field list in the bottom panel.
  4. In the Insert Checkbox section that appears on the right, set the condition using a field from the Salesforce object. Example: Business_Type__c = C corporation
  5. Click Apply. 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 Text, scroll to Line 3a of the W-9 form.
  • Click + Insert Checkbox, then click on the checkbox next to "C corporation".
  • Set the condition: 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.