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 -
- Select "Insert Condition" in the "Select Action" drop-down menu.
- Select the content to be inserted based on the condition.
- 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.
-
- 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
- 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.