Making Clauses Condition-Based in a Template
You can use condition-based clauses in your template to make more customized and flexible contract templates. The condition for the condition-based clauses can be simple or complex expressions that you can make using the expression builder. The clause conditions are evaluated at the time of contract generation and the clause text is included in the generated document only if the associated condition resolves to True.
Example: If a user adds a clause to a template, it only appears when the agreement value exceeds $10,000. To achieve this, set a condition on the clause. If an agreement has a value of $15,000, the clause is displayed in the document. You can configure the clause to appear only if the total agreement value is greater than $10,000.
To add a condition to a clause
-
Go to the Menu (
) icon and click Templates, or click Templates from the Home page. A template list appears.
-
Open a template. You can open a template from the list in three ways:
- Use the Search box to find a specific template by keyword and press Enter to display a list of templates. Click on the template name link.
- Hover over the template name link's Info (
) icon, then click Open.
- Hover over the template name link's Info (
-
Click the Unlock (
) icon and select Acquire. You have now locked the template for editing.
-
The Clauses pane lists all the clauses present in your template. Select the clause from the list, click the More (
) icon adjacent to the clause name, and click the Settings option.
-
Enter or select values for the following fields:
Options
Description
Expression Builder
To create a conditional expression, enter values for the following fields:
- Field - Select the field to set as the criteria for the condition. You must select a field name from the list, which is grouped according to its hierarchy. You can add lookup fields up to level 1 from the parent object.
- Operator - You must select the logical operator from the picklist, which forms the relationship between the field and its value. The available operators are updated based on the selected data type of the field.
- Value - Enter the value of the named field.
Add Filter Criteria
To create additional expressions for the same column. You can create up to a maximum of nine filters for a single column.
Delete (
)
To remove one expression at a time.
Remove All
To delete all expressions at once.
Filter Expression
To enter custom logic to set a logical relation between multiple rows. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. In the absence of custom logic, the default relationship between the rows is the Boolean operator AND.
For example, if you have five rows you can create a filter logic like
(((1 AND 3) OR (2 AND 4)) AND 5).Reset (
)
To clear the entered logical expression all at once.
Your clause is made conditional. A lightning icon () is displayed next to the clause: click it to view the conditions added to the clause.
To view and edit a condition
-
Click the Unlock (
) icon and select Acquire.
-
You can edit clause condition in two ways:
- Select the clause from the list, click the More (
) icon.
- Select the clause from the list, click the lightning (
) icon adjacent to the clause name, and click the Edit Condition button.
- Select the clause from the list, click the More (
To delete a condition
- Open a template.
-
Click the Unlock (
- In the Templates pane, go to Data > Clauses. The Clauses pane lists all the clauses present in your template.
-
Select the clause from the list, click the More (
-
Click Delete Condition (
) icon.
- A confirmation window appears. Click Remove.
- Click Save.
After deleting a condition, the lightning () icon next to the clause name link in the Clauses List is removed.
