Conga Collaborate’s Conditional Content feature allows you to create content in your documents that will show or hide based on specific criteria.
Create content in your documents that will conditionally display based on specific criteria. The conditional content tool provides a simple point-and-click interface that enables you to build your logic statements without code. Conditional content statements can leverage document variables, CRM variables, metadata variables, or survey form variables.
Conditional content blocks are represented with blue dotted lines that appear as you are drafting a document or template.
Conditional content provides Collaborate admins with a way to ensure that content is present in a document only if it is needed, thus eliminating user error and speeding up document creation time.
For example, many Collaborate administrators want paragraphs of content in a template that will show only if a prospect is purchasing a specific product or if a proposal is for a specific scenario, like a client renewal. In that case, they may create a block of conditional content that uses conditional display logic based on Opportunity Line Item data or an Opportunity variable coming from a Salesforce Opportunity record.
Create conditional content
- In a template or document, put your cursor where you want to include a conditional content block.
- From the editor menu, select Insert > Conditional Content.
- Insert the text you wish to display in your conditional content block.
- Click the gear icon at the top right of the conditional content block to write your conditional logic statement. A modal will appear to guide you through writing the logic statement.
- Use the first drop-down to select a variable that will be evaluated.
- Use the second drop-down to select an operator. A large number of operators are supported, and they vary based on your variable’s data type.
- Use the third drop-down to define a value as the operand.
- Click Save.
Example statements:
| Behavior | Variable | Operator | Value |
|---|
| Show If | proposal_value (Document Variable) | > | 10000 |
| Show If | Opportunity_Type (Salesforce Variable) | equals | New Customer |
| Hide If | metadata_terms (Metadata Variable) | contains | Auto-Renew |
When building logic statements using CRM variables, you must use variables that are related to your launching object. For example, when launching from an Opportunity but using the Industry field on the Account object, you need to use the variable that gets mapped from the Opportunity up to the Account, Opportunity_Account_Industry.
Logic-based on child object data
Some Collaborate administrators may want to write logic statements that are not based on fields on the launching object, but instead use fields from a child object of the launching object, such as Opportunity Line Items present on an Opportunity in their CRM. In this case, the fields are treated as a data array filled with key-value pairs. If a child object is selected in the variable drop-down, additional logic builder fields become available.
Child object logic example:
| Behavior | Variable | Operator | A Record Where | Equals |
|---|
| Show If | OpportunityLineItems | equals | PricebookEntry.Product2.Name | Gold Package |
In this example, the conditional content would show if any of the products in the Opportunity Line Items on the Salesforce Opportunity record have a product name equal to "Gold Package."
Advanced Conditional Content
Admins can use the Show Advanced option in the logic builder to write more advanced logic statements with other operators or AND/OR statements. See Advanced Conditional Logic Statements for more information.
Collaborate does not support combining ANDs and ORs with this feature. If your use case requires a combination of ANDs and ORs, consider enabling and using Logic Groups. If not enabled in your account, you will need to contact support for enablement.
