Conditional Logic

Our Word Add-In will help you to build comprehensive document templates. These can be generated in a sequence or manually in the Templates tab on a Record.

Please see this article to help you configure the Word Add-in.

You can use if statements to show or hide parts of the document template or email body based on field values.

Basic condition

{% if record.field_status == 'active' %}
  Status: Active
{% endif %}

If / Else

{% if record.field_price > 0 %}
  Paid: {{ record.field_price }} €
{% else %}
  Free
{% endif %}

Nested conditions

{% if record.field_status %}
  {% if record.field_status == 'archived' %}
    Archived
  {% else %}
    Active
  {% endif %}
{% endif %}

You can also use in, not in, and, or, etc.

{% if record.field_status in ['new', 'open'] and record.field_priority == 'high' %}
  Urgent!
{% endif %}

Autologyx Classification: Unrestricted, Public