This topic contains instructions for Conga CLM (Contracts for Salesforce) users. If you are a Conga CLM user and you are looking for information regarding making clauses conditional in a template, see Making Clauses Condition-based in a Template.

You can use condition-based clauses and clause bundles in your template to make more customized and flexible agreement templates. The condition for the condition-based clauses and clause bundles can be simple or complex expressions that you can make using the expression builder. The conditions are evaluated at the time of agreement generation and the clause text is included in the generated document only if the associated condition resolves to True.

A condition created for a clause configuration is applicable for all the sub clauses related to the clause configuration. Similarly, a condition created for a clause bundle is applicable for all the clauses and sub clauses related to the clause bundle. 

To add a condition to a clause and bundle

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work > Clauses.
  3. The Clauses pane lists all the clauses present in your template. Select a clause from the list and click the Settings icon () next to the clause name.
  4. Select a clause or clause bundle from the list and click the Settings icon () next to the clause name or clause bundle name.
  5. In the Properties pane, click Add Condition to open the template expression builder.

  6. In the Clause Condition window, 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: 

    FieldDescription
    FieldSelect the field which you want to set as the criteria for the condition. The Field drop-down shows the Contract Agreement object and its fields from your Salesforce org. You must select a field name. The fields are listed and grouped according to their hierarchy.
    OperatorSelect the logical operator from the drop-down. This forms the relationship between the Field and its Value.
    ValueEnter the value of the field name selected in the Field.
  7. Click Add row to create more conditions. You can add up to 9 rows of condition expressions.
  8. Click 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.
  9. Click Test to check whether your filter logic expression is correct. If your logic is incorrect, you will see a message in red.
  10. Click Add.
  11. Click Save to save the condition. Your clause is made conditional and you will see a success message. A lightning icon () is displayed next to the particular clause. Click the lightning icon () to view the conditions added to the particular Clause.

The properties page now shows the condition that you created.

To view and edit a condition

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. From the Contracts pane, click the Home button ) and select Templates.
  3. In the Templates pane, go to Work > Clauses.
  4. Select a clause or clause bundle from the clauses list.
  5. Click the Settings icon () next to the clause or clause bundle. This opens the Properties page and you can see the condition expression set for that clause or clause bundle.
  6. To edit the condition, click the Edit icon () next to Condition. 

To delete a condition

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. From the Contracts pane, click the Home button and select Templates.
  3. In the Templates pane, go to Work > Clauses.
  4. Select a clause or clause bundle from the clauses list.
  5. Click the Settings icon () next to the clause or clause bundle. This opens the Properties page and you can see the condition expression set for that clause or clause bundle.
  6. Click the Delete icon (). You will see a confirmation message. Click Remove.

The condition is deleted for the clause or clause bundle.