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How to initiate conditional field text

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in this video tutorial Ill show you how to insert a conditional text in a template using an if instruction there are several places in our demo employment agreement where we have whats called conditional text that is to say text that is only included when certain conditions are met this conditional paragraph references an employment trial period we only want this paragraph to be inserted if the employee meets this requirement to get started we need to first create a true/false component remember when creating a variable its important to understand that it consists of two parts the variable component and the variable field the variable component contains all the information about the variable such as its name and any options that help control how it will appear in an interview and how it is processed when your final document is assembled the variable field on the other hand is simply where the information will be placed in the template so to create the variable component Ill open t

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How do I create a conditional field in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

What is a conditional field in ?

With conditional fields, you can hide fields until the recipient makes an entry in your document that triggers the fields to show. Conditional fields allow you to create dynamic documents that support a conditional work flow. Conditional fields only appear to the recipient when a specified condition is met.

How do I enable conditional fields in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

How do you insert an IF THEN ELSE rule in Word?

IfThen Else Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen In the Field name list choose the field from your data source that will determine the conditional text. In the Comparison list choose a way of comparing the data value.

How do I create conditional text in Word?

In Microsoft Word, click the Insert tab. Click Quick Parts in the Text group, then click Field. Select If in the Field names box on the left side panel.The Field codes box will automatically input IF into the field. Enter in a formula in the Field codes box. For our example, we would enter in: Click OK.

What are conditional fields?

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

How do you require fields in ?

You can set additional properties in the properties panel, such as formatting and whether or not the field is required. The Drop Down field can be required or optional. If you set the Required Field property, your recipient must select one of the options to complete the document.

Why cant I add standard fields in ?

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

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Initiate conditional field text easily