Insert Conditional Fields from the Company Constitution and eSign it in minutes

Aug 6th, 2022
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How to Insert Conditional Fields from the Company Constitution

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hey everyone read here today I want to show you multiple ways to apply specific colors using field based conditional formatting now Ive previously only used hex codes before when doing this but thanks to some information provided by will Thompson over at the power bi team I now know there are more color codes that can be used so lets hop in a power bi and get started so the primary goal of this video is to talk about the actual measures themselves which in this case are going to be these codes that we have up here and as I talked about I had previously only used hex color codes before but theres going to be a few other types that were gonna discuss today but if you are curious how to actually apply these as far as the field based conditional formatting goes Im going to go ahead and link you to that video down here and if youre even more curious about how I actually applied that field based conditional formatting to these cards where on this one its applying to the title this is

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Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen Else. In the Field name list choose the field from your data source that will determine the conditional text.
IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. When used in a Word template, IF statements are especially useful for comparing the values of Composer merge fields and then displaying the appropriate content.
Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen Else. In the Field name list choose the field from your data source that will determine the conditional text.
Select the range of cells, the table, or the whole sheet that you want to apply conditional formatting to. On the Home tab, click Conditional Formatting. Click New Rule. Select a style, for example, 3-Color Scale, select the conditions that you want, and then click OK.
To add a conditional field in MS Word, ensure that your text cursor is located in your document where you want the conditional text to display, then click on the Insert tab then click on the Quick Parts icon in the Text group (Newer versions of Word will not have the Quick Parts icon, but they will have the Field
Go to the Insert tab. Click Insert Field. Under the Field names list, select If. Under Field Codes, enter your conditional statement.
To add a conditional field in MS Word, ensure that your text cursor is located in your document where you want the conditional text to display, then click on the Insert tab then click on the Quick Parts icon in the Text group (Newer versions of Word will not have the Quick Parts icon, but they will have the Field
Click the File tab. Click Info to view the document properties. To add or change properties, hover your pointer over the property you want to update and enter the information. Note that for some metadata, such as Author, youll have to right-click on the property and choose Remove or Edit.

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