Overview: Conditional merge fields are content blocks inserted into a content template that can show, hide or switch content based on the value of a system field or custom prompt field at the point of document generation. This article covers the three available conditional types: Show/Hide, If/Else and Match value, and how to create and configure conditional blocks in the template editor.
Please refer to the Glossary for definitions of key terms used in this article.
Opening the condition builder
The condition builder can be accessed from two locations:
The Conditions tab in the Fields sidebar. Click New to create a new conditional merge field.
The conditional merge fields button in the editor toolbar.
Both options open the New Conditional Block modal for creation.
Configuring the conditions
Once the New Conditional Block modal opens, configure the block using the options below.
Block Name
Enter a name in the Block name field to identify the conditional block. Block names are optional, but must be unique within the template when set.
Selecting a condition type
Use the Condition type selector to define how the block behaves when the document is generated.
Show/Hide
Shows or hides a block of content based on whether the condition is met. Use this when only one outcome is needed, either the content appears or it does not.
If/Else
Displays one block of content when the condition is met, and a different block when it is not. Use this when both states produce visible output.
Match Value
Displays different content blocks based on which specific value a field matches. Use this when there are more than two possible outcomes. Multiple match values can be defined, each mapped to its own content block.
Configuring the condition rules
Select the field to evaluate from the field dropdown. Both system fields and custom prompt fields are available.
Set the operator using the operator dropdown (for example, is or is not).
Enter the value to match in the value field.
Use the all/any toggle to control how multiple values are evaluated:
All means every rule must be met for the condition to trigger
Any means the condition will trigger if at least one rule is met
Adding rules and groups
Click +Add rule to add an additional rule to the condition.
Click +Add group to add a nested group of rules. Groups start with two base rules and can be expanded further. Use groups when you need to evaluate a combination of conditions together as a set.
Match Value options
These options are only available when the Match Value condition type is selected.
Click Add value to define an additional value to match. Each value maps to its own content block.
Select Include default (no match) block to add a fallback content block. This block displays when none of the defined values are matched.
Saving the conditional block
Click Save block to finalise creation and save the conditional block for use in the template. This can be inserted into the template at the cursor position.
Populating conditional block content
Once saved, each conditional block appears in the editor with labelled sections, one for each condition branch or match value. Click within each section to type or paste the content that should display when that condition is met.
To update the condition configuration such as field, operator, values or block name, click Edit on the block. This will reopen the Conditional Block modal for users to update or make changes to the condition.
To remove a conditional block from the template, click Remove on the block.
Saving the template saves all conditional block content and configuration.