"Conditional" fields offer a flexible way to define conditional text and paragraphs within your document. By utilizing a "Conditional" field, you can specify that a field's value should be determined by the value of one or more other fields. 

"Conditional" fields allow you to specify as many conditions as you like, set a default value if those conditions are not met, or "exclude" (remove) the field if the conditions are not met.

Conditional fields overview

Conditional clauses

Create a field that your new conditional field will depend on

The first step in implementing a conditional field is to identify the field (or fields) that your conditional field will depend on. If you don’t have an existing field, the simplest way to do this is to create a “single select” field with a predefined list of options.

Create a conditional field that depends on the field you just created

After you’ve created at least one field that a new conditional field could depend on, you can specify as many individual conditions that you like within the new conditional field. The individual conditions follow this structure:

IF [another field] [equals/is greater than etc.] [some value]

THEN [some value for the conditional]

: When specifying multiple individual conditions within a conditional field, the conditions are evaluated in the order that they are defined. For example, if we had a list of individual conditions:

  1. IF “Number” < “3” THEN “Less than three”
  2. IF “Number” = “2” THEN “Equals 2”

The conditions will be evaluated from #1 - #2. If the value of “Number” was “2” in this case, #1 would be executed first and the value of the conditional field would be “Less than three.” Since the #1 condition is evaluated as true first, all other conditions after it are skipped.

Conditional operators

Conditional fields offer several operators to compare one value to another:

“test” equals “test” => TRUE 

“does not equal”
“test 1” does not equal “test” => TRUE 

“greater than”
“123” is greater than “456” => FALSE 

“less than”
123” is less than “456” => TRUE 

“is empty”
“” is empty => TRUE 

“is not empty”
” is not empty => FALSE 

Adding additional constraints to individual conditions using "AND" & "OR"

You can add additional constraints to an individual condition by adding additional “AND” or “OR” clauses. For example, you could specify that an individual condition should only evaluate to TRUE if “Client name” is “John Smith” and “Client age” is greater than “30.”

Insert the conditional into your document

Once you’ve defined your conditional field, you insert it into the document wherever you like just like any other field. Sit back and watch the value for your conditional field automatically change based on the values of its dependent fields. 

Remember, you can always edit your conditionals by adding/removing individual conditions or editing the values that the conditions evaluate to.

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