You can mark any or all of the rows and columns in a table as conditional. In practice, these conditions operate as filters, allowing rows and columns in the table to be conditionally shown (and populated) or hidden. When you are constructing your template, you define various condition expressions on rows and columns of a table. These conditions are then evaluated at runtime when an agreement document is generated using the template.

For example, your table consists of 4 columns: Product, QuantityList Price, and Net Price. You can define a condition to show the Net Price column only when the Account Name is ABC Company.

To make columns conditional in a table

  1. In the X-Author Templates pane, go to Work tab, click the more options icon () and select Template Fields. The Template Fields pane displays the Repeat Table.
  2. Click the gear icon  next to the Repeat Table name.
  3. In the Properties pane, click Add Condition to open the template expression builder.
  4. Select a column from the picklist at the top of the expression builder that you want to make conditional.
  5. To create a conditional expression, enter values for the following fields:
    • Field - Select the field that you want to set as the criteria for the condition. You can select any field from the parent object (parent of the object whose fields are displayed in the table), grandparent object (parent’s parent) or lookup objects. For example, if the table displays the fields from Service Plan Device object, Field lists all the available fields of Agreement Service Plan (parent object), Agreement (grandparent object) and lookup objects for Agreement and Agreement Service Plan.
    • Operator - You must select the logical operator from the picklist. This forms the relationship between the Field and its Value.

    • Value - Enter the value of the field name selected in the Field.

  6. Click Add row to create additional expressions for the same column. You can create up to a maximum of 9 filters for a single column.

  7. Click Add filter logic to add a logical relation between multiple rows. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. For example, if you have five 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.
  8. Click Apply Logic to check whether your filter logic expression is correct. If your logic is incorrect, you will see a message in red.
  9. Repeat steps 4 - 8 for each column you want to filter.
  10. Click Next when you are finished to continue to the next screen in the Expression Builder to define any conditional rows in your table (see the next section for complete instructions).

  11. Click Add to save your table filters and return to your document.

If you are defining column filters for a table inside a section that contains third-level fields, you cannot apply column filters on objects that are not included in the table. 

The column condition is created for the table. You can modify or delete the condition. 

To make rows conditional in a table

  1. In the X-Author Templates pane, go to Work tab, click the more options icon () and select Template Fields. The Template Fields pane displays the Repeat Table and the fields.
  2. Click the gear icon  next to the Repeat Table name.
  3. In the Properties pane, click Add Condition to open the template expression builder.
  4. Follow instructions from the previous section to create conditional columns in the table.
  5. Click Next.
  6. To create a conditional expression, enter values for the following fields:
    • Field - Select the field that you want to set as the criteria for the condition. You can select any field from the object (whose fields are displayed in the table) or the parent object (parent of the object whose fields are displayed in the table) or lookup objects. For example, if the table displays the fields from Service Plan Device object, Field lists all the available fields of Service Plan Device, Agreement Service Plan (parent object) and lookup objects for Service Plan Device and Agreement Service Plan.
    • Operator - You must select the logical operator from the picklist. This forms the relationship between the Field and its Value.

    • Value - Enter the value of the field name selected in the Field.

  7. Click Add row to create more conditional expressions. You can create up to a maximum of 9 rows of expression conditions to be used in a single expression.
  8. Click Add filter logic to add a logical relation between multiple rows. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. For example, if you have five 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 Apply Logic to check whether your filter logic expression is correct. If your logic is incorrect, you will see a message in red.
  10. Click Add to save your table filters and return to your document.

The row condition is created for the table. You can modify or delete the condition. 

To remove column and row conditions

  1. In the X-Author Templates pane, go to Work tab, click the more options icon () and select Template Fields. The Template Fields pane displays the Repeat Table and the fields.
  2. Click the gear icon  next to the Repeat Table name.
  3. In the Properties pane, click delete icon () .
  4. Click Remove.

The column and row conditions are deleted for the table.