Conga Product Documentation

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Using Expression Builder

X-Author Contracts includes a very robust Expression Builder that you can use to define and build powerful expressions and expression condition rows, enabling conditional rendering or display of content in generated Agreements. The Expression Builder is fully integrated with the objects and fields in your Salesforce org.

Invoking Expression Builder

You must have highlighted content.

The Expression Builder can be invoked in two ways:

  1. Click on Set Segment > Conditional.
  2. Open the Control Panel, right-click the desired Segment Conditional, and then select Edit condition.

You have successfully invoked the Expression Builder.

Highlighting inserted content

To completely highlight content in a Template, click the small tab attached to the surrounding content box.



You have successfully highlighted the content.

Note:

This step applies whenever you wish to select content and perform an action on the selected content.