Insert Condition

use the insert checkbox 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 template in edit mode using the menu (⋮) next to the template click the + insert checkbox button in the right panel 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 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 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