📄 Apply Conditional Text in Document Templates [V1]

Apply Conditional Text in Document Templates

Conditions can be added to text, pages, rows, or sections in a document template. This article explains how to set conditional text in document templates.

This article contains the following sections:

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A field with multiple values cannot be used as a condition in a conditional text. The result will be random as only the first value received from SuccessFactors is used.


Requirements

It is recommended that you learn how to apply conditions in document templates before you proceed.


Instructions

Follow the steps below to set conditional text in a document template:

  1. Create or edit your document template. In this example, the mobile phone allowance will be set as conditional text to show based on the title of an employee.




  2. Highlight the line for the mobile phone allowance.



  3. In the formatting toolbar, click the Conditional Text button.



  5. Select a condition style. In this example, the [OR]->AND option will be used.



  6. For this example, the condition will be set so that the if the "Title" field contains "President" or "CEO", the line should show. The "Title" field should also not contain "Analyst":



  8. Click Apply. 
  9. Save and Publish the document.
  10. Preview the document. The mobile phone allowance should be displayed if the title of the employee contains "President" or "CEO", and does not contain "Analyst".



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