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)

For information on how to set these up you can see the below video or the text beneath the video.

Syntax

In order to create a conditional statement in your document template you will need to create a merge field using the following format:

[[*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

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

Conditions Dependent on Record Number

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

If you have a repeating block and wish to display certain text based on the record number being generated, this can also be done with conditional merge fields.

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

with Sam, Danielle and Christine being my Clients in the matter.

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 is generated in my table like:

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:

[[*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*]]

Conditional Merge Fields

Example

Conditions Dependent on Record Number