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Status Open for voting
Categories Document Automation
Created by Chris Ben
Created on Dec 14, 2022

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud.

There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an address field.

There are two methods to do this currently: MS word conditional fields or creating templates and conditionally adding them to the document package.

A more seamless user experience is to build this into the field tags that allows hiding of the text/table row/paragraph/page/section based on a condition.

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  • Andy Emery
    Sep 21, 2023

    This is desperately needed, it is too complicated to use office formatting and relying on that to work. The tool should be able to do this within its own designer