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X-Author for Contracts Advanced for Salesforce

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X-Author for Contracts Advanced for Salesforce

Fields

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Inserting Fields in a Template as a Section

You can insert fields as a section in your template and the inserted section will be added as a repeat section. This inserts each specified field on a new line when you select multiple fields (in the selected order). There is not a content-control boundary around a repeat section in the contract document.

To insert fields in a template as a section

  1. Open a template in X-Author for Contracts Advanced.
  2. In the Work tab, click Fields.
  3. Place the cursor in the section of the template text, where you want to insert a field and click Insert Field.
    This open the Insert Fields dialog box.
  4. On the Insert Field popup, select an object (For example, "Agreement") from the left column.
  5. To search a field related to the selected object in the right column, enter a keyword and click the Search icon () or press enter. The scroll remains highlighted on your last search even after search criteria is cleared. If you search for specific text and select three fields at a time, then the last selected field is highlighted.
  6. On Mac: in the window to the right, hold command and select one or more fields from the list. On Windows: hold Ctrl (keyboard key) and select the fields.
    Note:

    Fields are inserted one below the other based on the order you select. Do not move your cursor when the fields are being inserted.

  7. Click the Insert as a Section radio button.
  8. Click Insert.
  9. To search inserted fields:
    1. Navigate to the Fields tab. This displays the Repeat Section (object name) and the fields in the repeat section.
    2. Enter the field name in the search field and click the Search icon ().
  10. To make an inserted field smart field or read-only:
    1. Click the Settings icon () adjacent to the selected field name to open the Settings page.
    2. Toggle the Smart Field or Read-Only Field switch based on your requirement and click Save.

To make a repeat section conditional in a template

  1. The Fields tab displays the Repeat Section (object name) and the fields in the repeat section.
  2. Click the Settings icon () next to the selected repeat section to open the Repeat Section Settings page.
  3. Click Add Condition.
    This opens the Make Conditional dialog box that has the expression builder.
  4. In the Make Conditional dialog box, you can create a conditional expression and also create a complex expression using logical operators between multiple rows of conditions. To create an expression you must enter values for the following three fields:

    Field

    Description

    Field

    Select the field which you want to set as the criteria for the condition. You must select a field name. The fields are listed and grouped according to their hierarchy.

    Operator

    Select the logical operator from the drop-down list. This forms the relationship between the Field and its Value.

    Value

    Enter the value of the field name selected in the Field.

  5. Click Add row to create more conditions. You can add up to 9 rows of condition expressions.
  6. Enter Custom Logic to add a logical relation between multiple rows of condition expressions. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. For example, if you have 5 rows you can create a filter logic, like (((1 AND 3) OR (2 AND 4)) AND 5). In the absence of a filter logic, the default relationship between the rows is the Boolean operator AND.
  7. Click Test to check whether your filter logic expression is correct.
    If your logic is incorrect, you will see a message in red.
  8. Click Save to save your table filters and return to your document.

After the condition is successfully saved, a Lightning icon () is displayed next to the particular repeat section. Click the Lightning icon () to expand and view the conditions added to the particular repeat section. Click the lightning icon () again to collapse

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User Guide
X-Author for Contracts Advanced

March 7, 2025