Conditions Editor

Introduction to the Visual Condition Builder

The new Conditions Editor transforms how you create dynamic, data-driven templates by making conditional logic accessible to everyone—no coding required. With our visual interface, you can easily control when elements appear in your document based on your data.

Accessing the Condition Editor

To add conditional logic to any element in your template:

1. Select the element you want to make conditional (text, image, section, table row, etc.)

2. Look for the "Edit Logic" button in the Properties panel on the right side

3. Click "Edit Logic" to open the Logic Editor modal

Understanding the Logic Editor

When the Logic Editor opens, you'll see an intuitive interface for building conditions:

1. Condition Builder: The main area where you'll create your logic

2. Field Selector: Choose fields from your data source to use in conditions

3. Operator Controls: Tools to add AND/OR operators and group conditions

When you close the logic editor you will see how your condition looks in plain language in the properties panel

Elements with conditions are highlighted with an orange border to make them easier to identify within the canvas. Cloning an element will also copy its associated conditions, ensuring the logic is preserved in the duplicate

You can preview and test your conditions with dummy data in the "Preview" tab

Building Your First Condition

Creating a basic condition is simple:

1. In the Logic Editor, click "Add rule"

2. From the field dropdown, select the field you want to evaluate

3. Choose a comparison operator (equals, not equals, greater than, etc.)

4. Enter or select the value to compare against

5. Click "Save" to save your condition

Example: "Show this element if Invoice Status equals 'Paid'"

Creating Complex Conditions

For more sophisticated logic, you can combine multiple conditions:

Adding Multiple Rules

1. Click "Add rule" to add another condition

2. By default, all conditions are joined with AND (all must be true)

3. You can click the AND/OR selector to change how conditions are combined

Using AND/OR Logic

• AND: All conditions must be true (restrictive)

• OR: Any condition can be true (permissive)

Example: "Show this element if (Total Amount is greater than $1000) AND (Customer Type equals 'Premium')"

Removing Conditions

Once you've added conditions to elements in your template you can clear conditions by opening the Logic Editor and clicking the delete icon on a condition

Using Custom Conditions

You can use Custom Conditions to define dynamic logic for conditional rendering in your templates using {{#if}} block.

Basic usage

If you want to show content only when a document has an author, you’d write:

author

This is used in your template like so:

{{#if (author)}}
  Written by {{author.name}}
{{/if}}

Previewing Conditional Elements

To see how conditional elements behave:

1. Switch to Preview mode

2. Your template will display with conditional elements shown or hidden based on your preview data

3. Try different preview data sets to test various scenarios

4. Adjust your condition as needed based on the test results

Examples of Practical Conditional Logic

Invoice Template:

• Show "OVERDUE" watermark if payment date is past due

• Display different payment instructions based on payment method

• Include or exclude shipping details based on order type

• Show discount line only if a discount was applied

Contract Template:

• Include specific clauses based on service type

• Show different terms depending on client category

• Display signature blocks based on agreement type

• Include additional forms only when required

Tips for Effective Conditional Logic

• Start simple: Begin with basic conditions before creating complex logic

• Test thoroughly: Verify your conditions with different data scenarios

• Use meaningful groups: Organize related conditions into logical groups

• Consider edge cases: Account for empty values or unexpected data

• Avoid overlapping conditions: Ensure conditions don't conflict with each other

In the next section, we'll explore how to work with lists and collections, allowing you to create dynamic, repeating content in your templates.