Document Generation
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Template - Actions
Word DocX Template Actions

Insert Condition

This action allows you to conditionally insert any content (text, table, picture) into the template. Follow the steps below to insert a condition -

  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.
        • Document image
          
    • 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
  4. 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.