Insert Condition Fields (Dynamics 365)

The Condition field functionality property allows you to define dynamic content
that is either displayed or removed from the final document based on a certain condition.
This webinar also covers this topic in detail.
A condition block is represented by a  placeholder in the template and is also called content control (1).
The following step by step description will show you how to insert a condition field
with the DocumentsCorePack Client in your template.

The example below shows a template that contains two conditions fields (if else)
and the result with the one remaining field.

Figure 1: Example of an if else statement

 

If you are not sure how to get to the insert fields option, please take a look at this article first.

1. Use the Condition field option
   

   

   Figure 2: Insert Condition field

    

1. Give your condition a descriptive name.
   A descriptive name makes it easy to re-use existing conditions in a template.

   

   Figure 3: Condition field dialog

    

2. Configure the setup of your condition fields
   Enable or disable the automatic creation of an else block (1).
   If an else block is created you can define the layout of the
   inserted condition fields (2)(3).
   

   
   

   Figure 4: Condition field layout options

   Below you can see an example of the two formatting options when using an else block.
   The else block is inserted next to each other (1) and below each other (2).

   

   Figure 5: Appearance of the fields in a template when using below each other

   PLEASE NOTE: A else block is always the negated version of your real condition.
   You always can identify such an element by the prefix “<!>” before the actual name.

    

    

    

Related Topics:
Insert a Hyperlink

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

reworkneeded.. links are old .. reference other articles and check for duplicates. //Part of DCP Client In-App Docu