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If you wish to hide/show sections of your document based on certain conditions then you can surround that text with conditional merge fields (IF, ELSEIF, ELSE)

Syntax

...

Code Block
[[*IF {FirstName|pt=Client|rn=*} == "James" *]] Hello Jim [[*ENDIF*]] 

 

The * denotes that we're doing something special while the IF starts the conditional statement

[[*IF

The standard merge fields from your merge field list should be included in braces (otherwise known as "curly brackets")

{FirstName|pt=Client|rn=*}

Any static values should be included in quotes and there should be an operator in front of that static value

="Steve"]]

The text that you wish to display should follow the conditional start field 
Hello Steve 

Finally, you will need to include a conditional field stop

 [[*ENDIF*]] 

You can add any number of ELSEIF options for additional conditions and ELSE section as a catch-all if all prior IF/ELSEIF conditional are false

Example

Code Block
The Client's Nickname is: [[*IF {FirstName|pt=Client} == "James" *]] Jim [[*ELSEIF {FirstName|pt=Client} == "Robert" *]] Bob [[*ELSE*]] [[FirstName|pt=Client]] [[*ENDIF*]]
Warning

Be careful of Microsoft Word quotes. “James” will not work but "James" will work. (note the subtle difference in the quote characters)

Boolean Data Types

If your custom data field is a boolean (checkbox) then test against the values "true" and "false". 

Example:

Code Block
[[*IF {is_approved} == "true" *]]Yes[[*ELSE*]]No[[*ENDIF*]]

Conditions Dependent on Record Number

Info
You are able to add a conditional field inside a repeating block of text. 

...

Say I was already displaying the Full Name of all the Clients entered into my matter with the following Repeat Block:

Code Block
[[*REPEAT|source=action_participant.Client|tablerow|*]] [[FullName|pt=Client|rn=*]] [[*REPEAT|END*]]

So that it generated the following result:

Sam Jones

Danielle Smith

Christine Yang

...

Now say I wanted the text 'BETWEEN' to appear before the first Client's name, and the text 'AND' to appear before every other client's name, so that it generated in my table as:

BETWEEN  Sam Jones

AND            Danielle Smith

AND            Christine Yang

To produce this I could enter a conditional merge field into my repeat block depending on the record number being generated. The code I would add would be:

Code Block
[[*IF {FullName|pt=Client|rn=*} == {FullName|pt=Client|rn=1} *]] BETWEEN [[*ELSE*]] AND [[*ENDIF*]]

So my full merge field including the repeat block would be:

[[*REPEAT|source=action_participant.Client|tablerow|*]][[*IF {FullName|pt=Client|rn=*} == {FullName|pt=Client|rn=1} *]] BETWEEN [[*ELSE*]] AND [[*ENDIF*]] [[FullName|pt=Client|rn=*]] [[*REPEAT|END*]]
Code Block
Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360049977654-Conditional-Merge-Fields