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.

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To define table row filters

  1. Open the Control Panel from the Intelligent Document menu in the X-Author Contracts ribbon.
  2. 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.

  3. Follow instructions from the previous section to make create column filters (make any columns conditional). Click Next to proceed.

  4. 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

  5. Complete your expression by adding an operator and a value (e.g., "List Price is greater than or equal to 1000")

  6. Click Add Row to create additional expressions for the same column. You can create up to a maximum of 9 row filters for the table.
  7. By default, all expressions use AND logic, meaning all conditions are required for the rule to execute. Click Add Filter Logic to change condition logic to OR, or create your own custom condition (for example, (1 OR 2) AND 3 if you want to make only 1 of the first 2 conditions required).
  8. Click Finish to save your table filters and return to your document.