Conditional Rows in a Table
Add conditions to table rows when you want to remove rows from an Apttus-generated table based on specified criteria. This filters out rows in the table when the document is generated containing values for column object fields whenever any criteria defined for the table is met.
Note:
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To define table row filters
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Right-click on the table in the Navigation pane that you want to make conditional and choose Edit Condition OR select the table in the Navigation pane and click the
Expression Builder button in the Properties section below the Navigation pane.
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Follow instructions from the previous section to make create column filters (make any columns conditional). Click Next to proceed.
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To build an expression that will conditionally define which field values are displayed as rows in the table:
- use the picklist on the left to define a field from the parent object to which the table belongs (e.g., for Quantity, the object is Agreement Line Item).
- click the
Lookup button to the right of the picklist to choose from a list of object fields with a lookup relationship to the parent object (e.g., Agreement Line Item) or a header-level Agreement field
- use the picklist on the left to define a field from the parent object to which the table belongs (e.g., for Quantity, the object is Agreement Line Item).
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Complete your expression by adding an operator and a value (e.g., "List Price is greater than or equal to 1000")
