Using X-Author to Make Selected Text Conditional (Pre-FX2)
You can select a region of text in the template and make it conditional based on an expression containing one or more merge fields. Select the desired text in the template and click Make Conditional.
For conditional text you need to have field codes turned on or the text will appear to be missing. Make sure that field codes are turned on in Word: by selecting Field Codes from the View menu in Word options, or by typing Alt-F9 (toggles field codes on and off).
Specify a conditional expression by selecting an Entity, Field, Operator, and Value. In the example below, we have created an expression that says “If the total agreement value is greater than $1,000,000 then include the text shown in the ‘Selected Text to Make Conditional’ box.
Once you have created the condition, click Make Conditional.
Notice the text that was originally selected has now been enclosed by additional symbols and words. These symbols and words form a conditional expression that tells the Apttus Merge Server to include this text if the condition is satisfied. Of course this is a simple expression involving a single merge field (the contract value). You can also enter conditional expressions directly into the template by creating IF fields with Ctrl F9 { } which you’ll have to do if you want to create more complex expressions. Repeat this process until you are finished creating conditional text in your template.
When finished click Check-In to display the Check-In Template dialog. Enter the required properties for the template and check it in.
Ensure that you have accepted or deleted all outstanding modifications that were part of tracked changes and that the template is unprotected. Active Word features, such as these, can impact the ability for merge server to successfully generate an agreement document.
After the template is saved to Apttus you will receive a confirmation message.
You can specify multiple agreement types this template supports by clicking on each type desired. Click on an item with the Ctrl key held down to deselect an item. Make sure you save the template using the Category and Subcategory that you want, but you can always change it later. To change the default Category and Subcategory picklist values, contact your Salesforce administrator.
The Check-In action from the previous step saves the agreement template to the Apttus web application and creates Activity History log entries, either Created Template or Updated Template. The new template becomes accessible from the Templates tab and can now be used for agreement creation by the Apttus Merge Server when creating a draft or final versions of an agreement.
