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In the example of Document Automation, a merge field tag can be an expression. IF Expression1 Operator Expression2 ' TrueText' ' FalseText'Įxpressions are something with a value. In MS Word, the conditional statement format looks like this:

IF custom_field_1 is true, THEN display custom_field_2, ELSE display custom_field_3.

IF the trust balance is 0, THEN display a message asking for another prepayment, ELSE display a thank you message.

In the most basic language, a conditional statement says that: if some condition is applicable, then do something.Ĭonditional statements follow the general format: IF this THEN that or ELSE some other thing. For example:

Understanding Conditional Statements in MS Word Troubleshooting Document Generation in MS Word Nesting Conditional Statements (Multiple Conditions)Īdding Line Breaks to TrueText and FalseText

Using Clio Picklists to Determine what is Displayed

Using Clio Checkboxes to Determine what is Displayed Tips and Examples of Useful Conditional Statements ContentsĪdding Conditional Fields to a Word Template If you want to use your conditional templates to generate MS Word documents, please follow the troubleshooting steps HERE. Important Note: Due to the order in which MS Word updates fields, templates with conditional statements work best when generating PDF documents with Document Automation.

Document Automation: Uploading Templates and Generating Documents.Document Automation: Creating a Template.It allows you to create a template which has information that changes based on the values of different merge fields.įor general assistance with Document Automation, see here: This is an advanced article for creating Document Automation templates that use conditional statements.

Ms word rich text content control bookmark