1. Select "Insert Condition" in the "Select Action" drop-down menu.
  2. Select the content to be inserted based on the condition.
  3. Set Up the Rules:
    • Add multiple rules using "+ Add condition".
    • Rule Parameters:
      • Field: Choose the field or variable whose value you want to evaluate.
      • Operator: Select an operator based on the data type of the resource.
      • Value:
        • Select an existing variable, constant, or field.
        • Manually enter a literal value or merge field.

  1. Set Up the Rules:
    • Logic Between Rules:
      • AND:
      • All rules must be met.
      • OR:
      • Any rule must be met.
      • Custom: Custom rule logic. Provide the rule logic by entering characters:
        • Use numbers to refer to each rule.
        • Use AND, OR, or NOT to identify which combination of rules must be true.
        • Use parentheses to group parts of the string together.
        • Example: For
  2. Insert the Condition:
    • Once the condition is set up, click "Insert" to apply the condition to the selected content.
    • If the condition evaluates to true, the content is inserted in the generated document; otherwise, it will not be inserted.

Go to 4:12 to see the Insert Condition action being used to create a sample receipt in Microsoft Word.