Initial training
The Gonexa Doc solution is Gonexa's historic solution for generating a document from a template in the format .docx. xlsx .pptx .pdf
Word display conditions
Bring dynamism to your template by creating conditions for displaying paragraphs, images, or any element in your document.
We are going to break down the training into 2 simple steps :
- Creation of a simple condition to understand the principle
- See real use cases that we encounter regularly
Prerequisites
- Have a template already ready with the main object and a child object configured
- Use a word template, be careful this feature is not available in Google Doc
- Have the “shipping address” and “billing address” fields present in the template
A condition allows you to display or not display text, an image, a table, and other elements based on a criterion found in Salesforce. This is very useful to add a legal paragraph in the T&Cs based on a checkbox, for example in Salesforce, or to hide a part that shows the possible discounts when no discount has been applied in a quote.
The idea is to personalize a template without multiplying the number of different templates.
Simple display condition
The logic in our example will be simple, we want to display the word “Apple” when the checkbox on the “Show the word Apple” account is checked.
- Define the field that will be used next for the condition (The “multiple selection list”, “date”, and “text box” fields cannot be used in a condition)
- Think about the logic you want
- Find the document template on which you want to make the condition
- Make sure that the main object & the child objects (optional) are properly configured
- Open the assistant from the document template
- Using the assistant, find the Salesforce field that will be the basis of your condition
- Click on the 3 small dots at the end of the line
- Click on “Add a condition”
- I complete the logic by entering the word “Apple” in the “True” box (True = Box checked)
- I leave the “False” box empty to put nothing if the box is unchecked
- Click on “Copy”
- Click on the “Insert” tab on the word ribbon
- Click on “Fields...” or “Insert Field”
Accédez au pictogramme intitlulé "Quick parts", puis sur "Field..." (Sur Windows) - Now paste the condition in the editable area instead of the equal sign already present
- Finalize by clicking on “Ok”
Note that it is the condition if false that will be displayed by default in the template but that the condition will execute according to our criterion at the time of generation.
- Upload your template with the condition as usual when loading a new version
- Find a record that matches your criteria (We check the box “Show the word Apple” on our account for the example)
- Generate a document to validate that the condition works well
- Systematically test all the alternatives for your condition to ensure that it has been well built
Use cases
We assume that we have a template with an array where there is a currency field to be able to make the condition. In our example, we use opportunity and opportunity products.
- Make sure you have a main object as well as a child object configured
- Open the assistant from the document template
- Look for the field on your child object
- Click on the 3 small dots and add a condition
- Indicate “0" in the expected value
- Text if true = Free
- Text if false = [Re-enter the tag you want to display]
- In the table in Word, position yourself where you want to insert the condition
- Always access the same menu to insert a “Insert/Insert Field” field
- Paste the condition into the editable area
- Click on “Ok”
- Finalize by uploading the template as usual
- Test
We're starting with an example where we want to display a checkbox in the same way as in Salesforce.
- The starting principle remains the same as for the previous case.
- We insert a condition
- Text if true = ✅
- Text if wrong = ❌
Note that if we use emojis here but we could easily insert images, you simply have to make this change after having inserted the condition, toggle the field codes with a right click on the condition.
- If you changed the condition directly by switching the field codes, make sure to “Update Fields” by right-clicking on the condition
- Same principle as before to insert the condition
- Once the condition is inserted, right-click to “toggle field codes”
- Move all of the parts you want to have dynamically into the “Text if true” or “Text if false” area according to your logic
- Finalize by uploading the template as usual
- Test
Advanced display conditions
Create multiple nested conditions (or, and, and +or), and display images, tables, pyctograms, checkboxes, or display a specific layout with advanced SI condition constructs.
Download the template for inspiration.
- Download the conditions template and open it with Word.
- Select the entire document (control + A) and right-click: toggle field codes to display conditions
- Copy and paste the condition you want to use into your Word template.
- Open the condition and change the values as needed: tag, operator, text if true, text if false
- Close your condition by selecting it, via right click: update field codes
Are you having a problem with IF conditions?
Check out our help page: The Word IF condition inserted in the document does not trigger