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Specifying templates as conditionally / dynamically included

 

Instructions

1. Navigate to documents on DocGen Package interface
2. Edit Include Template and change from 'Always' to 'Conditionally'
3. Set up data field and value as follows:
Include/exclude section if - <<Tag1>>
equals/does not equal/etc -  TagValue1

See example below

8093i901E5343814F906F.png

AND Logic: It is also possible to include/exclude templates based on multiple conditions. For example, you would set up the data field(s) and value(s) as follows: 
Include/exclude section if - <<Tag1>><<Tag2>>
equals/does not equal/etc - TagValue1TagValue2

See example below

8095i3DC400052240121F.png

 
OR Logic: 
For OR logic - Separate the values in the value section with a comma. See the examples below:

 

Single Tag example:
Include section if: <<Tag1>>
Equals: Red,Green,Blue

 

Multiple Tag example:

Include section if: <<Tag1>><<Tag2>>

Equals: RedClosed, RedWon, RedPending, BlueLost

 

Note: If the use case required larger logic, we recommend using a Salesforce Formula Field to do the complex logic and reference the single field, and then add the values.

Additional Information

 

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