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Doc Launcher Form Conditions

  Document Creation  Last updated: November 21, 2016     

Overview

Objective

New and exciting use cases can be handled by adding conditions to a field. Setting conditions will allow you to selectively merge fields based on Salesforce data before the form loads or dynamically merged based on user inputs on the form.  

If the set of conditions evaluate to be true, then the field will be available for merge in the newly generated documents. You can also decide if the field is visible or not.

If the set of conditions evaluate to be false, then then field will not be available for merge into the newly generate document. The field will not be visible even if the property is marked to be true. 

 

Benefits

  • Basing conditions on Salesforce fields allow you to define when a field will get merged. This allows the Admin to control what gets merged and when. 
  • Conditions based on form fields allow you to dynamically merged data based on user inputs on the form.  

Admin How To

To add Conditions

  • Ensure that you have a field selected on the Doc Launcher Form and select Add Conditions. Conditions can only be applied to Checkbox, Currency, Date, Dropdown, Number, Radio Button, Term, or Text Fields
  • If the form is linked to Salesforce, you will choose if the conditions are based on
    • Fields from Salesforce
      • Only applies if the form is linked to Salesforce.
      • When you select a Salesforce field, the choose retrieves fields associated to that object that are tied to the current object in a 1 to 1 relationship.
      • Conditions based on Salesforce fields are ONLY processed beform the Form loads. 
      • You can select any field that is related to the Salesforce object that you are using.
      • If the condition(s) are true then the field will be available for merge. 
    • Fields on this form
      • Any field on the form can be selected including fields linked to Salesforce.
      • If the form is not linked to Salesforce, then this the default option.
      • Are processed after the Form has loaded and as the user inputs data on the Form
      • Can dynamically affect the end user experience by showing or hiding fields based on user input.
      • If the condition(s) are true then the field will be available for merge. 
  • If the form is not linked to Salesforce, then conditions can only be based on fields on the form.
  • Start Adding Conditions by selecting Add Condition 
  • After selecting Add Condition, the Condition Builder will display. Here you will define the conditions that need to be met in order for the field to be available for merge. 
    • Start with defining if Any, All, or None of the Conditions need to be met.
      • All of the following conditions are met: If there are multiple statements, all of these statements need to be true to merge the field.
      • Any of the following conditions are met: If there are multiple statements, at least one of the statements need to be true to merge the field.
      • None of the following conditions are met: If there are multiple statements, none of the statements need to be true to merge the field. All statements need to be false. 
    • Next define a condition statement.  A condition statement  consists of
      • a field: Fields that you can he field is currently related to the Salesforce object and is selected from the Salesforce field chooser. The list of fields is not filter
      • an operator: A dynamic list based on the field type.  
        • Text, Picklist, and Checkbox fields show 'is equal to' and 'contains'.
        • Date, Number, and Currency fields also show 'is equal to', 'is greater than', 'is less than', 'is greater than or equal to', 'is less than or equal to'
      • a value: This is entirely dependent on the field type.
        • Choose one of the dropdown fields
        • Choose true or false for checkbox fields
        • Enter an integer for Number or Currency fields
        • Enter a date for Date fields
    • To add another condtion select the  icon: You can add multiple condition statements by selecting the + icon. 

To delete a conditions

  • To delete a condition select the  icon: Once a condition is deleted, it can not be undone. 

To group conditions

  • To add a group of conditions select the  icon. One you add a new group of conditions, these groups are nested and will be separated b
    • If the preceding group of conditions is set so that 
    • If the preceding group of conditions is set so that 
    • If the preceding group of conditions is set so that 

 

FAQs

How do fields from Salesforce work?

  • If the form is not linked to Salesforce, then you will not have the option to choose fields from Salesforce when you define conditions. 
  • Conditions are defined by choosing fields from Salesforce.
  • Conditions based on Salesforce are processed before the form loads. 
  • Field values related to the object are retrieved from Salesforce before the form loads, conditions are then evalulated, and then the form is rendered.
  • These conditions are processed before the form loads.
  • Fields related to the object are read and evaluated before the form loads. These conditions are only processed once and only once.  

How do I build a condition based on Salesforce fields?

 

  • First select the field

  • Then select the field from the Chooser

  • Then select the operator

  • Then enter or select the value

 

How do fields from the Form work?

  • If the form is not linked to Salesforce, then you will not have the option to choose fields from Salesforce when you define conditions.
  • Conditions defined based on the form allow you to dynamically control the form based on user input. 

How do I build a condition based on form fields?

  • First select the field

  • Then select the field from the Chooser

  • Then select the operator

  • Then enter or select the value

Examples

Conditions based on Fields from Salesforce

  • Conditions based on Salesforce are processed before the form loads. Salesforce data is retrieved and these conditions are evaluated before the form is presented to the user. 
  • Single Condition: If the Account Type is equal to Banking, then the field is available for merge.

  • Multiple Conditions (All): If the Industry is equal to Banking and the Accounty Type is equal to Customer - Direct , then the field is available for merge.

  • Multiple Conditions (Any): If the Account Type is equal to Banking or the Accounty Type is equal to Technology, then the field is available for merge.

  • Multiple Conditions (None): If the Account Type is not equal to Banking or the Accounty Type is not equal to Technology, then the field is available for merge.

  • Multiple Conditions (All + Any): If the Industry is equal to Banking and if any of the following statements are true then the field is available for merge. 
    • the Accounty Type is equal to Customer - Direct
    • the Accounty type is equal to Customer - Channel, 

  • Multiple Conditions (All + All): If the Industry is equal to Banking and if all of the following statements are true then the field is availabe for merge.
    • the Accounty Type is equal to Customer - Direct
    • the Annual Revenue is greater than or equal to 100000

  • Multiple Conditions (Any + ALL): If
    • If any of these statements are true 
      • Industry is equal to Banking
      • Account Type is equal to Technology Partner
        • or 
          • if all of these statements are true 
            • Upsell Opportunity is equal to Yes
            • Active is equal to Yes
      • then the field is available for merge.

  • Multiple Conditions (Any + Any)If any of these statements are true 
    • the Industry is equal to Banking
    • the Account Type is equal to Technology Partner
      • or 
        • if any of these statements are true 
          • Upsell Opportunity is equal to Yes
          • Upsell Opportunity is equal to Maybe
    • then the field is available for merge.
  • Multiple Conditions (Any + None)If all of these statements are true 
    • the Industry is equal to Banking
    • the Account Type is equal to Technology Partner
      • or
        • if none of the following conditions are not true
          • Upsell Opportunity is equal to No
          • Active is equal to No
    • then the field is available for merge.
  • Multiple Conditions (All + All)If all of these statements are true 
    • the Industry is equal to Banking
    • the Account Type is equal to Technology Partner
      • and
        • if all of the following conditions are true
          • Upsell Opportunity is equal to Yes
          • Active is equal to Yes
    • then the field is available for merge.

  • Multiple Conditions (All + Any)If all of these statements are true 
    • the Industry is equal to Banking
    • the Account Type is equal to Technology Partner
      • and
        • if any of the following conditions are true
          • Upsell Opportunity is equal to Yes
          • Active is equal to Yes
    • then the field is available for merge.

  • Multiple Conditions (All + None)If all of these statements are true 
    • the Industry is equal to Banking
    • the Account Type is equal to Technology Partner
      • and
        • if none of the following conditions are true
          • Upsell Opportunity is equal to No
          • Active is equal to No
    • then the field is available for merge.

 

Conditions Based on Fields from the Form

  • Any field on the form can be selected including fields linked to Salesforce.
  • Are processed after the Form has loaded and as the user inputs data on the Form
  • Can dynamically affect the end user experience by showing or hiding fields based on user input.
  • Example
    • On the Wave Instructions field, a condition has been added- Merge this field if Wave an Appeal is true. 
  • Results
    • When Waive an Appeal is false, then the Waive Appeal Instructions is not available for merge or visible.
    • When Waive an Appeal is true, then the Waive Appeal Instructions is available for merge and visible.